Eric Turri, Finance Expert in San Francisco, CA, United States
Eric Turri

Finance Expert in San Francisco, CA, United States

Member since February 16, 2017
Eric is a finance and operations professional with a background in 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 allows him to work with interesting companies.
Eric is now available for hire

Career Highlights

Industry Expertise

  • Financial Modeling

Software Expertise

Employment

  • Senior Manager of Finance/Operations

    2016 - PRESENT
    Venture-backed SaaS Startup
    • 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: Pricing Analysis, Budgeting, Cost Benchmarking, Mergers & Acquisitions (M&A), Customer Lifetime Value, Valuation, Valuation Modeling, Market Research, Financial Management, Strategic Planning & Execution, Three Statement Operating Model, Financial Data, Financial Planning & Analysis (FP&A), Financial Modeling
  • Co-founder | CFO

    2010 - 2016
    Grassroots Jerky
    • 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: Operations Analytics, Strategy, Cost Reduction & Optimization, Three Statement Operating Model, Working Capital Management, Valuation Modeling, Market Research, Venture Funding, Fundraising, Revenue & Expense Projections, Growth Capital Raising, Customer Lifetime Value, Capital Raising, Cost Benchmarking, Business Planning, Budgeting, Pricing Analysis, Data Analysis, Entrepreneurial Finance, Financial Benchmarking, Financial Planning & Analysis (FP&A), Financial Reporting, Financial Modeling, Angel/Seed Funding
  • Investment Banking Analyst

    2008 - 2010
    Perella Weinberg Partners
    • 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: Valuation Modeling, Valuation Multiples, Valuation, Three Statement Operating Model, Investor Relations, Growth Capital Raising, Venture Funding, Revenue & Expense Projections, Discounted Cash Flow (DCF), Due Diligence, Capital Structure Analysis, Capital Raising, Comparable Company Analysis, Financial Benchmarking, Financial Planning & Analysis (FP&A), Financial Reporting, Financial Modeling, Mergers & Acquisitions (M&A)
  • Investment Banking Analyst

    2007 - 2008
    Lehman Brothers
    • 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: Valuation Multiples, Valuation Modeling, Valuation, Three Statement Operating Model, Investor Relations, Growth Capital Raising, Venture Funding, Revenue & Expense Projections, Discounted Cash Flow (DCF), Due Diligence, Capital Raising, Comparable Company Analysis, Financial Benchmarking, Financial Planning & Analysis (FP&A), Financial Reporting, Financial Modeling, Mergers & Acquisitions (M&A)

Education

  • Bachelor's Degree in Finance
    2003 - 2006
    Georgetown University - Washington, D.C., USA

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