Brian Francesangelo
Verified Expert in Management Consulting
Management Consulting Expert
Cleveland, OH, United States
Toptal member since November 21, 2018
Brian is a CPA and certified financial planner with significant experience serving startups and family-owned businesses to large international corporations. He has expertise in accounting matters, financial planning and analysis, projections, efficient bookkeeping, and helping clients save money. As a CPA with a deep understanding of finances, Brian can add much more value to his clients and look to maximize their financial performance or plan for the future.
Career Highlights
Education Highlights
Certification Highlights
Expertise
- Bookkeeping
- Certified Public Accountant (CPA)
- Controller
- Financial Planning & Analysis (FP&A)
- Financial Statements
- Interim Controller
- Pro Forma Financial Statements
- QuickBooks ProAdvisor
Work Experience
Senior Manager
Ernst & Young
- Worked closely with C-level executives at well-known US organizations, providing account analysis, preparing financial statements, cash flows, and capital raise offering materials for transactions of $400 million, $650 million, and $1 billion.
- Built and assessed models for mergers of $5 to $300 million as well as models utilized for asset impairment testing, joint ventures, purchase accounting, and other transactions; also prepared related presentations for communications to stakeholders.
- Created and managed financial budgets for $150,000 to $5+ million service projects, achieving profit margins of more than 70% and margin improvements of more than 10%.
- Prepared and delivered presentations to boards and senior management for financial statement projects, finance implementations, and the independent assessment of financial holdings in hedge fund, private equity, and venture capital investments.
- Planned and executed complex financial data analytics and related analysis for $8+ billion and $20+ billion health providers, preparing and delivering the results to C-level executives.
- Advised on the design, development, and execution of effective finance processes for accounts payable, accounts receivable, and PP&E, as well as M&A and debt transactions.
- Developed and executed complex implementation assessments for financial accounting standards, including revenue recognition, leases, investments, and healthcare valuations.
CPA Owner
Self-employed
- Completed financial analysis and projections for nonprofit startups seeking grant money for expansion.
- Engaged routinely with clients on complex financial matters, helping simplify finances and focusing on saving money for companies and owners.
- Engaged routinely with clients on complex financial matters, including analysis and scenario planning.
Manager
Deloitte
- Executed large-scale financial attestation engagements, analyzing alternative investments, including hedge funds, private equity, venture capital, and real estate, as well as valuation.
- Built complex budgeting models used to track financial performance, timelines, and reporting metrics for $1+ billion revenue organizations.
- Constructed a data analysis model for multiple products and currencies for a global organization comprised of 100+ locations, assessing working capital and impairment modeling company-wide.
- Developed and assessed financial impairment models for firms filing with the SEC at the subsidiary level, supporting company-wide assessment conclusions for 50+ subsidiaries.
- Created financial projections for projects involving multiple countries and other data inputs to project revenue and profitability for a $4 million project with CEO and board visibility.
- Crafted presentations for key stakeholders, boards, and committees.
Education
Bachelor's Degree in Accounting
John Carroll University - Cleveland, OH, USA
Certifications
CPA | PFS
American Institute of Certified Public Accountants
Certified Public Accountant (CPA)
American Institute of Certified Public Accountants
Project Management Professional (PMP)
Project Management Institute (PMI)
Skills
Finance
Accounting, Financial Modeling, Financial Planning & Analysis (FP&A), Three-statement Modeling, Controller, Certified Public Accountant (CPA), Internal Financial Reporting, Year-end Accounts, Personal Finance, Trial Balance, Statement of Cash Flows, Internal Audits, GAO Audits, Control Audits, Chartered Accountant (CA), Mergers & Acquisitions (M&A), Cash Flow, Lease Accounting, Purchase Price Allocation, Cash & Cash Equivalents Disclosure, Financial Systems, Pro Forma Financial Statements, Financial Asset Impairment Models, Financial Reporting, Financial Model Auditing, Budgeting, Forecasting, Due Diligence, Data Analysis, Valuation, Corporate Finance, Revenue & Expense Projections, Financial Advisory, Cash Flow Modeling, Profit & Loss (P&L), Valuation Modeling, Transaction Modeling, Taxation
Output Software
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Industry Expertise
Healthcare, Professional Services, Health, Health Insurance
Geographic Expertise
United States
Data & Analysis Software
Intuit QuickBooks, QuickBooks Online
Other
Process Documentation, Financial Statement Preparation, Audits, GAAP, Process Control, Financial Statements, Close Procedures, Revenue Recognition, Project Management Professional (PMP), Interim Controller, Internal Control, Internal Control Evaluation, Internal Audit Function, Auditing, Interim Reviews, Compilation of Accounts, Audit Analytics, Analytical Review, Documentation, Income Statements, GAAP Compliance, Financial Closing, QuickBooks ProAdvisor, Bookkeeping, Acquisitions, Financial Forecasting, Data Analytics, Joint Ventures, PPE Disclosure, Management, SEC Financial Reporting, Financial Analysis, Modeling
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