Josiah Richetti

Portfolio Analyst

2021

• Created relevant industry transaction models to assess company valuations for current and potential investments. • Developed automated templates to generate capitalization tables for companies seeking new equity financing. • Utilized Current Value Method, market transactions, and investment performance to value debt and equity holdings. • Built automated quarterly task management workbook that improved department efficiency and accountability. g company investments and transactions within SalesForce

Finance & Project Management Intern

2021 - 2021

• Managed creation and output of capital funding table, resulting in greater transparency for potential seed investors. • Created valuation model using multiple market methods to determine share value for new and current investors. • Developed project management methodology, which expeditated client onboarding and project execution .

Finance Intern

2020 - 2020

• Identified 5 separate publicly traded comparable businesses for 40 portfolio companies to determine their valuations. • Reviewed corporate deal documents to ascertain relevant outstanding share and holdings information. • Updated and maintained portfolio and exit profile workbooks to accurately determine current valuation of holdings.

Operations Analyst Intern

2020 - 2020

• Designed employee option program to display share value growth with increase in valuation. • Conducted and presented competitor, industry, and market research to management team. • Incorporated research into pricing and sales models to ensure accurate projections and competitive pricing .

Server

2019 - 2020

Server

2019 - 2019

General Manager

2018 - 2019

• Increased restaurant profitability by 9.5% during first half of 2019, above $1.4M total sales in 2018. • Created new budgeting and information sharing tools in Microsoft office, improving procedural efficiencies.

Assistant Manager

2018 - 2018

• Supervised productivity of Front of House and Back of House team. • Ensured constantly high standards of food handling, preparation and service. • Managed the flow of the restaurant to maximize guest and employee experience.

Apprentice

2017 - 2017

• Focused on empowering and teaching the team new skills.

General Manager

2016 - 2017

• $2,452,418 total sales 2016, exceeding companywide average location’s revenue by 31%. • Managed shifts of up to 15 people in a fast-paced work environment. • Led shift and management meetings, increasing employee engagement and retention rates.

Apprentice

2014 - 2016

• Project sales and design efficient schedule for 40+ employees • Focused on leading entire business

Service Manager

2013 - 2014

• Manage shifts of up to 15 people in a fast-paced restaurant • Conduct proper cash handling

Kitchen Manager

2012 - 2013

• Place food and material orders • Regularly inventory supplies and food

Crew Member

2011 - 2012

• Create an excellent guest experience with exceptional cleanliness and hospitality

Canvasser

2009 - 2009

Contracted to New Jersey Public Interest Research Group and Environment New Jersey • Built community support to pass legal reform • Increased public interest in solar energy and creating an affordable health care option • Regularly exceeded sales quota through excellent interpersonal communication • Success driven through self motivation