Eric Turri

Eric Turri

Salt Lake City, United States
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Eric Turri

Eric Turri

Salt Lake City, United States
Member since February 16, 2017
Eric is a finance and operations professional with a background in investment banking. Post investment banking, he co-founded and acted as the CFO of a natural foods business before moving to an operational role at a software startup. On the side, he has consulted and built financial models and presentations for startups and small investment banks. Eric enjoys freelancing because it gives him the opportunity to work with interesting companies.
Eric is now available for hire
Career Highlights
Academic Highlights
Case studies
Industry Expertise
  • Food & Beverage
  • Technology
Software Expertise
  • Microsoft Excel
Other Expertise
  • Finance
  • Financial Modeling
  • Financial Planning & Analysis (FP&A)
  • Mergers & Acquisitions (M&A)
  • Strategy
Employment
  • Senior Manager of Finance/Operations
    Venture-Backed SaaS Startup
    2016 - PRESENT
    • Reported directly to the CFO and worked on a variety of strategic and cross-functional projects to help streamline processes for all departments.
    • Saved $50,000 in customer incentives budget by analyzing all client marketing campaign data for 2015 and 2016 YTD; determined that additional incentives were not providing material customer engagement lift.
    • Tasked with lowering the average customer service response time from 40 hours to 8—reached that goal in 2 months by adding an on-demand, outsourced workforce while staying $10,000 under budget.
    • Led a group of internal stakeholders in examining company's Gainsight customer success platform integration; recommended that we renew our license and negotiated our cost down from $46,000 to $31,000.
    • Created a bottoms-up 2017 budget for all departments managed by the chief revenue officer; established key indicators and thresholds to determine staffing needs for each team in 2017.
    Focus areas: Financial Modeling, Financial Planning & Analysis (FP&A), Financial Data Analysis, Three Statement Operating Model, Strategic Finance Management, Financial Management, Market Research, Valuation Modeling, Valuation, Customer Lifetime Value, Mergers & Acquisitions (M&A), Cost Benchmarking, Budgeting, Pricing Analysis
  • Co-Founder | CFO
    Grassroots Jerky
    2010 - 2016
    • Co-founded a line of all-natural jerky products distributed online and in brick-and-mortar retail stores.
    • Entirely bootstrapped a business and achieved ~$100,000 of revenue in the first year.
    • Sourced and managed relationships with USDA processing facilities for production and distribution.
    • Managed distributor accounts to enhance retail and online sales channels.
    • Handled a host of operating duties including finance, accounting, and human resources.
    Focus areas: Angel/Seed Funding, Financial Modeling, Financial Reporting, Financial Planning & Analysis (FP&A), Financial Benchmarking, Entrepreneurial Finance, Data Analysis, Pricing Analysis, Budgeting, Business Plan Development, Cost Benchmarking, Capital Raising, Customer Lifetime Value, Growth Capital Raising, Revenue & Expense Projections, Fundraising, Venture Funding, Market Research, Valuation Modeling, Working Capital Management, Three Statement Operating Model, Cost Reduction & Optimization, Strategy, Operations
  • Investment Banking Analyst
    Perella Weinberg Partners
    2008 - 2010
    • Was invited by the founding partners of Perella Weinberg’s San Francisco office to build new regional presence covering West Coast technology, media, and telecom clients.
    • Developed in-depth knowledge of industry trends and their impact on the technology landscape.
    • Valued public and private companies using discounted cash flow, equity value, leveraged buyout, public and acquisition comparables, multiple analyses, and sum-of-the-parts valuation methodologies.
    • Worked directly with clients to create and analyze comprehensive operating models in financing, acquisition, and divestiture scenarios including accretion/dilution, capacity to pay, leverage capacity, and internal rates of return.
    • Was ranked as the top-tier analyst at Perella Weinberg Partners for 2009 and 2010 with an offer for an associate promotion.
    • Worked as the buy-side financial advisor for PricewaterhouseCoopers in a $378 million purchase of Diamond Technology Consultants.
    • Involved in creating initial “bake-off” presentation—including developing a sensitized dynamic financial model and performing industry research for financial and strategic analysis.
    • Worked with a client to conduct due diligence around valuation and strategic fit for presentation to partners.
    • Worked as the sell-side financial advisor for a $1.1 billion sale for Kroll (a subsidiary of Marsh & McLennan Companies).
    • Involved in all aspects of advising the client on potential sale of Kroll—including developing and managing a dynamic financial model, compiling buyer list, and coordinating post-bid due diligence with potential acquirers.
    • Worked with client’s senior management to prepare management presentation and other buyer-facing materials.
    Focus areas: Mergers & Acquisitions, Financial Modeling, Financial Reporting, Financial Planning & Analysis (FP&A), Financial Benchmarking, Comparable Company Analysis, Capital Raising, Capital Structure Analysis, Due Dilligence, Discounted Cash Flow (DCF), Revenue & Expense Projections, Venture Funding, Growth Capital Raising, Investor Communications, Three Statement Operating Model, Valuation, Valuation Multiples, Valuation Modeling
  • Investment Banking Analyst
    Lehman Brothers
    2007 - 2008
    • Developed an in-depth knowledge of industry trends and their impact on the technology landscape.
    • Valued public and private companies using discounted cash flow, equity value, leveraged buyout, public and acquisition comparables, multiple analyses, and sum-of-the-parts valuation methodologies.
    • Worked directly with clients to create and analyze comprehensive operating models in financing, acquisition, and divestiture scenarios including accretion/dilution, capacity to pay, leverage capacity, and internal rates of return.
    • Was awarded the top-tier ranked analyst for 2008.
    • Worked as the sell-side financial advisor in the sale of 6 separate internet assets for Landmark Communications.
    • Conducted initial buyer screening and analysis—implementing due diligence, creating the marketing documents, organizing management presentations, and coordinating post-bid due diligence with potential acquirers.
    • Led bi-weekly status calls with the management and participated in diligence trips at the client headquarters.
    Focus areas: Mergers & Acquisitions, Financial Modeling, Financial Reporting, Financial Planning & Analysis (FP&A), Financial Benchmarking, Comparable Company Analysis, Capital Raising, Due Dilligence, Discounted Cash Flow (DCF), Revenue & Expense Projections, Venture Funding, Growth Capital Raising, Investor Communications, Three Statement Operating Model, Valuation, Valuation Modeling, Valuation Multiples
Education
  • Bachelor's degree in Finance
    Georgetown University - Washington, D.C., USA
    2003 - 2006
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