Eric Turri
Verified Expert in Management Consulting
Management Consulting Expert
San Francisco, CA, United States
Toptal member since April 13, 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.
Industry Expertise
- Finance
- Investment Banking
- Financial Modeling
Software Expertise
- Microsoft Excel
Other Expertise
- Financial Modeling
- Financial Planning & Analysis (FP&A)
- Mergers & Acquisitions (M&A)
- Strategy
Work Experience
Senior Manager of Finance and Operations
Venture-backed SaaS Startup
- Tasked with lowering the average customer service response time from 40 hours to 8. Reached this goal in two months by adding an on-demand, outsourced workforce while staying $10,000 under budget.
- Led a group of internal stakeholders in examining the 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.
Co-founder | CFO
Grassroots Jerky
- 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.
Investment Banking Analyst
Perella Weinberg Partners
- Served as the sell-side financial advisor for a $1.1 billion sale for Kroll, a subsidiary of Marsh & McLennan Companies.
- Engaged in all aspects of advising the client on the potential sale of Kroll—including developing and managing a dynamic financial model, compiling a buyer list, and coordinating post-bid due diligence with potential acquirers.
- Collaborated with the client's senior management to prepare a management presentation and other buyer-facing materials.
Investment Banking Analyst
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.
Education
Bachelor's Degree in Finance
Georgetown University - Washington, D.C., USA
Skills
Finance
DCF Valuation, Discounted Cash Flow (DCF), Three-statement Modeling, Valuation, Valuation Multiples, Comparable Company Analysis, Revenue & Expense Projections, Corporate Finance, Data Analysis, Mergers & Acquisitions (M&A), Financial Planning & Analysis (FP&A), Finance Strategy, Financial Reporting, Financial Modeling, Budgeting, Fundraising, Venture Funding, Pricing, Capital Budgeting, Equity Research, Growth Capital Raising, Capital Structuring, Capital Raising, Customer Acquisition Cost (CAC), Due Diligence, CFO, Project Finance, Equity Financing, Credit/Debt, Forecasting, Financial Benchmarking, Valuation Modeling, Capital Structure Analysis, Angel/Seed Funding, Entrepreneurial Finance, Price Analysis, Cost Benchmarking, Customer Lifetime Value (CLV), Market Research, Working Capital Management, Cost Reduction & Optimization (Cost-down), Financial Management, Private Equity, Debt Raises
Output Software
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Google Docs
Industry Expertise
Banking & Finance, Consumer Products, Technology, Food & Beverage, Financial Services, Capital Markets, Venture Capital, Retail & Wholesale, Software
Geographic Expertise
United States
Data & Analysis Software
Financial Data, Capital IQ, Tableau
Other
Operating Models, Income Statements, Balance Sheet Optimization, Cash Flow Analysis, Cash Flow Management, Discounted Cash Flow Analysis, Transaction Advisory, Precedent Transaction Analysis, Models, Business, DCF Modeling, Excel Modeling, Financing, Business Planning, Business Models, Modeling, Business Strategy, Strategic Planning & Execution, Presentations, Investment Banking, Financials, Financial Statements, Budget Modeling, Finance, Business Modeling, Corporate Finance Consultant, Data Analysis Consultant, SaaS, Online Business, Online Marketing, Structure, Costs, Growth Strategy, Industry Analysis, Operations Research, Corporate Development, Equity, Equity Investment, Private Placements, Board Presentations, Funding Presentations, Investor Presentations, Executive Presentations, Key Performance Indicators (KPIs), Company Analysis, Analysis, Acquisitions, BPO, Operations, Operations Strategy, Strategy, B2B, B2C, Company Strategy, Strategy Planning, Pitch Decks, Investor Relations, Operations Analytics, Initial Public Offerings, Research, Corporate Sales & Divestitures
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