MM

Marcus Maione

Financial modeling | Financial analysis | Investments | Transactions | Strategy | Valuation | Feasibility analysis | Business planning

Portugal

Invests in

  • Min Investment:

    $100,000.00
  • Max Investment:

    $5,000,000.00
  • Target Investment:

    $2,500,000.00

Education

Work Experience

  • Financial Planning and Analysis Manager

    2023

2020 - 2022

  • Investment Analyst

    2020 - 2022

    - Quantitative & qualitative analysis of startups that supported a USD 10 million investment. - Planned and executed a data initiative where I implemented and maintained the company’s database using low-code platforms such as Hubspot and Airtable.

2019 - 2020

  • Strategy and Transactions Manager

    2019 - 2020

    - Financial and strategic consulting on projects that added more than BRL 2 million in revenue to EY. - Implemented an Excel macro that automated a daily task reducing its time from 90 minutes to less than a minute with a click of a button. - Managed and mentored junior members of the team.

2012 - 2018

  • Strategy and Transactions Manager

    2016 - 2018

    - Financial and strategic consulting on projects that added more than AUD 10 million in revenue to EY. - Built a financial model to help the client evaluate strategic options on a AUD 20 billion investment. - Managed and mentored junior members of the team.

  • Strategy and Transactions Senior Consultant

    2015 - 2016

    - Financial and strategic consulting on projects that added more than AUD 4 million in revenue to EY. - Built a financial model to help the client evaluate strategic options on a AUD 1 billion investment.

  • Strategy and Transactions Senior Consultant

    2013 - 2015

    - Built a financial model to help the client evaluate strategic options on a BRL 700 million investment.

  • Strategy and Transactions Trainee

    2012 - 2013

    - Built a financial model to help the client evaluate strategic options on a USD 20 billion investment.

2011 - 2012

  • Back Office Analyst

    2011 - 2012

    - Validation of transaction amounts, registration of new clients and transaction allocation.

Banco Cruzeiro do Sul

2009 - 2011

  • Intern

    2009 - 2011

    Trading Desk

2009 - 2009

  • Intern

    2009 - 2009

    Equity Research