Michele Carollo
CONTROLLER & FINANCIAL ANALYST
Controlling, Business & Financial Planning, Web Marketing
Phone:
+39 349 37 59 492
Email:
Address:
Via Panoramica 14,
Poggiridenti, Sondrio, 23020, Italy
Date of Birth:
November 15th, 1990
" The computer is fast, accurate, and stupid. Man is slow, inaccurate, and brilliant. The marriage of the two is a force beyond calculation."
▪ 8+ years of trading on the financial markets (Equity & Forex);
▪ Mastery of all financial tools;
▪ In-depth knowledge of accounting and fiscal issues, with a special focus on the farming industry, financial and business analysis (controlling for the small-medium sized firms, "PMI");
▪ Controller (certificate of quality and professional qualification under Law n. 4/2013, "MISE" recognition and UNI standards);
▪ BI, CREF, crypto/digital assets, ESG, Macabus specialization and FPWM® certification;
▪ AssoController associate and IMA® professional member;
▪ RAO (digital signature, SPID);
▪ Mastery of all IT aspects (cloud computing, SEO, SEM, electronic invoicing, social media, digital marketing, GDPR);
▪ Severals partnerships and wide network (Knightsbridge Trading Academy, LSEG Academy, Enigma Strategy, financial brokers, CCIAA, Coldiretti, and so on).
EXPERIENCE
May 2023-Onwards
Business Partnership
EsseCi Studi & Consulenze
Professional collaboration on the following topics:
public tenders, incentives for companies, and public funds (national and regional); concessionary finance, project finance; ordinary finance, credit access, financing; business planning, project management, financial planning, and financial controlling.
February 2023-Onwards
Project Management
ProSapient Ltd
Consulting in the field of accounting and tax softwares: user experience, comparative analysis, planning and IT solutions.
February 2023-Onwards
Business Partnership
Namirial Group
Offer of products/services and management/IT solutions in the field of digitalization, financial controlling and business planning. This professional agreement is included in the context of my business consultancy activity.
▪ E-invoicing;
▪ E-signature and certified mail;
▪ E-storage;
▪ Enterprise/accounting software, ERP and similar.
February 2023-Onwards
Ipsoa Wolters Kluwer
Collaboration in Editorial Projects
Drafting of articles regarding controlling, business analysis and financial planning, thanks to the business partnership with AssoController.
January 2023-Onwards
Professional Agreement
Dialectica Ltd
Project - ERP/accounting software space and consulting:
key purchasing criteria when choosing an ERP/accounting software provider; options, differences, strenghts, weaknesses, planning.
December 2022-Onwards
Professional Arrangement
IAL Lombardia srl Impresa Sociale
Support for business idea initiatives/start up of new businesses (economic and fiscal benefits, business plans and financial planning), information on public and private subjects in charge, concessionary financing and project finance (information on public contracts and access to call for funding), specialist courses, training and tutoring for business creation, supply/demand, outcomes and feedbacks.
October 2022-Onwards
Professional Arrangement
Studio Tecnico di Pedrotti Geometra Tania
Professional collaboration on the following topics: real estate appraisals, successions, technical reports, and technical advisory.
October 2022-Onwards
Professional Arrangement
Studio Legale Cergnai
Professional collaboration on the following topics: privacy and GDPR, trademarks and patents, intellectual property.
February 2022-Onwards
MeliusForm - 24 Ore Professionale
Collaboration in Editorial Projects
January 2022-Onwards
Networking
Drafting of articles for the MeliusForm - Il Sole 24 Ore magazine, thanks to the business partnership with AssoController.
Tasse Trading Srl
Sharing tax advice (taxation of foreign income and trading accounts) by exploiting business synergies within both my FX trading and my business consulting activity.
October 2021-Onwards
Professional Member (Italy Chapter)
IMA® (Institute of Management Accountants)
Member (# 10674309): certifications, career resources, continuing education, network & community, events & conferences.
April 2021-Onwards
Columnist
FISCOMANIA.COM
I write articles on the web portal concerning national and international taxation, tax planning, regulatory updates, and interpretations.
October 2020-Onwards
Associate
ASSOCONTROLLER
As a member (registration number # 687), I develop the activities of the association. Member of the working group "Il Controlling nelle PMI".
September 2018-Onwards
Specialist Accountant
Tax Advisor
Financial Controller
IT Officer
I.R. Officer/RAO
Technical Translator
HR Officer
RSP ELABORAZIONI SRL
I carry out several projects, managing more than 50 clients: tax and extra-tax advice; financial analysis, budget analysis, controlling, reporting, and auditing; consultancy in the farming industry; software update, training, working procedures (e-invoicing, accounting software), customer assistance; digital signature, SPID (I.R./RAO); facilitator in transactions with foreign companies; candidate profiling of client companies; expansion of customer portfolio and retention of existing customers.
June 2020-July 2021
Community Member
FINLANTERN
The network aims to support the activities of its members and increase their visibility in the international financial community.
January 2019-Onwards
Professional Arrangement
COLDIRETTI SONDRIO
Professional collaboration on the following topics: payroll and contributions; accounting and fiscal issues in the farming industry.
September 2020-October 2020
Business Analyst
ELLECI SRLS (chalet, farmhouse)
Main tasks: cash flows and cash flow statement; margins and profitability; support for administrative management and guidelines.
August 2020-September 2020
Business Analyst
CABEV (farming cooperative)
Main tasks: cash flows and cash flow statement; margins and profitability; support for administrative management and guidelines (assistance and consultancy for the Board of Directors and shareholders' meetings).
March 2020-April 2020
Business Analyst
LE CASE DEI BAFF (farmhouse)
Main tasks: cash flows and cash flow statement; margins and profitability; support for administrative management and guidelines.
November 2019-December 2019
Business Analyst
LA TRESENDA (farmhouse)
Main tasks: cash flows and cash flow statement; margins and profitability; support for administrative management and guidelines.
June 2019-July 2021
Author
TRADINGVIEW.COM
Analyzing the markets, sharing ideas, charts, improving the trading experience.
April 2019-July 2021
January 2022-Onwards
FX Trader
Currencies Trader
MARKETS.COM
Indices, currencies, commodities, crypto, stocks, ETFs, blends, bonds; fundamental, technical, sentiment, information center; MarketsX, best trading conditions, and VIP services.
February 2019-March 2019
Professional Arrangement
SVL CONSULTING SA
Main tasks: presentation of events and commercial formats; advertising spaces, banners, websites, and blogs; IT and web marketing consultancy.
February 2019-July 2021
Financial Analyst
FOREX
Major currencies, pips, slippage, spreads, market orders, margins, leverage, rollover, overnight interest rate; correlations; economic calendar; technical analysis, money management, and testing; impact on other financial assets/markets and on the income statements of listed companies.
October 2018-Onwards
Professional Arrangement
MUFFATTI STUDIO ASSOCIATO
Main areas of interest: tax and accounting advisory; business evaluation; business management; profiling of candidates for client companies.
September 2018-March 2022
Media Relator
FISCALCORNER.COM
Fiscal Corner represents free and independent information in the accounting and tax field.
July 2016-September 2018
Specialist Accountant
Tax Advisor
STUDIO TASSI
Main tasks: accounting and specific advice, tax returns, different sectors and companies types (about 40 client companies and about 80 individuals).
December 2016-July 2021
December 2021-Onwards
Blogger
Financial Analyst &
Financial Markets Observer
INSIDE THE MARKET
The blog provides opinions on stocks and financial markets independently. The website is strictly personal and all contents are purely educational or have sharing purposes.
December 2016-July 2021
Social Media Contributor
February 2016-July 2016
Internship (Accounting)
STOCKTWITS
Analyzing the markets, sharing ideas, charts, improving the trading experience.
STUDIO DE PIAZZI
Main tasks: accounting, tax returns, contracts, privacy, and anti-money laundering.
October 2015-January 2016
Internship (Administrative Law)
COMUNE DI TRESIVIO
Office tasks.
January 2015-December 2020
Independent Trader
Equity Trader
LONDON STOCK EXCHANGE (trading venue)
Main tasks: buying/selling stocks, market analysis, fundamental analysis (financial reports, macroeconomics, forecasting, business plans, company evaluation) and technical analysis (patterns and indicators), stock picking, security selection, asset allocation, position sizing and timing, simulations and backtesting.
EDUCATION
August 2022-Onwards
Certificates of Completion
CFI (Corporate Finance Institute)
Agribusiness:
▪Highlight the characteristics of the agribusiness value chain and its components;
▪Describe common production systems and how producers operate;
▪Identify agricultural sub-sectors that financial services professionals are likely to come across;
▪Explain cyclicality, risks, and financing opportunities for producers and lenders.
Financial Planning & Wealth Management Certification Program:
▪Financial planning & business development;
▪Investment management;
▪Relationship management & practice management.
Business Intelligence & Data Analyst Certification Program:
▪Data transformation, automation, visualization;
▪Modeling & coding;
▪Predictive analysis & statistics.
Financial Modeling & Valuation Analyst Certification Program:
▪ Financial modeling, finance, budgeting & forecasting;
▪ Accounting, valuation, strategy;
▪ Presentations & visuals, Excel.
January 2022
Attendance Certificate
MELIUSFORM BUSINESS SCHOOL
Treasury Management:
▪ The treasury management as a tool for forecasting and for cash flows controlling;
▪ Applications with treasury plans/models;
▪ Controlling models in Excel.
October 2021-Onwards
Certificates of Completion
IMA® (Professional Learning Center)
▪ ASC 842: get your leases ready;
▪ Navigating growing ESG expectations;
▪ Statement of cash flows;
▪ Cybersecurity compliance in the U.S;
▪ Strategic management;
▪ Digital currency and small business;
▪ Predicting the future: anything can be modeled.
SKILLS
EDUCATION
2015-2017
Master's Degree
LAW SCHOOL
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2012-2014
UNIVERSITY
Bachelor's Degree
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2007-2010
High School Diploma
HIGH SCHOOL
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NETWORK
EXPERTISE
I'M A TITlLE
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. I’m a great place for you to tell a story and let your users know a little more about you.
I'M A TITlLE
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. I’m a great place for you to tell a story and let your users know a little more about you.
I'M A TITlLE
I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. I’m a great place for you to tell a story and let your users know a little more about you.
October 2020-Onwards
RSP ELABORAZIONI SRL
Specialist Accountant
Tax Advisor
Financial Controller
IT Manager
I.R. Officer
HR Officer
June 2020-July 2021
January 2019-Onwards
Professional Arrangement
COLDIRETTI SONDRIO
Professional collaboration on the following topics: payroll and contributions; accounting and fiscal issues in the farming industry.
Septembr 2020-October 2020
Business Analyst
ELLECI SRLS (chalet, farmhouse)
Main tasks: cash flows and cash flow statement; margins and profitability; support for administrative management and guidelines.
August 2020-September 2020
Business Analyst
CABEV (farming cooperative)
Main tasks: cash flows and cash flow statement; margins and profitability; support for administrative management and guidelines (assistance and consultancy for the Board of Directors and shareholders' meetings).
LE CASE DEI BAFF (farmhouse)
Business Analyst
Main tasks: cash flows and cash flow statement; margins and profitability; support for administrative management and guidelines.
November 2019-December 2019
Business Analyst
LA TRESENDA (farmhouse)
Main tasks: cash flows and cash flow statement; margins and profitability; support for administrative management and guidelines.
June 2019-July 2021
TRADINGVIEW.COM
Author
April 2019-July 2021
FX Trader
MARKETS.COM
February 2019-March 2019
Professional Arrangement
February 2019-July 2021
Financial Analyst
FOREX
Major currencies, pips, slippage, spreads, market orders, margins, leverage, rollover, overnight interest rate; correlations; economic calendar; technical analysis, money management, and testing; impact on other financial assets/markets and on the income statements of listed companies.
October 2018-Onwards
Professional Arrangement
September 2018-Onwards
Media Relator
MUFFATTI STUDIO ASSOCIATO
Main areas of interest: tax and accounting advisory; business evaluation; business management; profiling of candidates for client companies.
FISCALCORNER.COM
Fiscal Corner represents free and independent information in the accounting and tax field.
July 2016-September 2018
April 2021-June 2021
Attendance Certificates
BPEXCEL ACADEMY
▪ Economic, financial and tax planning;
▪From final balance to forward looking, from new business to mature companies;
▪ Reporting (cash flow financial statement, Codice della Crisi).
June 2020-July 2020;
February 2022
Attendance Certificates
EXCEL8020 ACADEMY
▪ Pivot Tables;
▪ MS Excel (Power Query & Data Modeling);
▪ Power BI Desktop.
July 2018-August 2018;
June 2019
Attendance Certificates
FISCAL-FOCUS.IT
▪ Electronic invoicing;
▪ Synthetic Indices of Fiscal Reliability (ISA).
April 2018-July 2018;
April 2019-May 2019
Master Trader programme
CISI & CPD Accredited Trading Programme
Attendance Certificate (Financial Markets)
KNIGHTSBRIDGE TRADING ACADEMY
▪ Forex trading, trading strategies, case studies;
▪ Technical analysis, patterns, indicators, candlesticks charting;
▪ Fundamental analysis, economic calendar;
▪ Psychological biases, behavioral finance;
▪ Blockchain and cryptocurrency.
April 2018-May 2018;
October 2018-November 2018
Master
EUTEKNE
▪ Anti-money laundering (Legislative Decree 90/2017);
▪ Auditing.
January 2018-June 2018
Master
Attendance Certificate
EUROCONFERENCE
▪ Tax law;
▪ The cash flow statement;
▪ The new privacy regulation (GDPR).
January 2018-February 2018;
August 2018-September 2018
Attendance Certificate
LSEG ACADEMY
▪ MiFID II & ESMA;
▪ Market Maker or Specialist (IDEM market).
November 2017-December 2017;
August 2018-September 2018
Attendance Certificates
GOOGLE ACADEMY
▪ Google Analytics for Beginners;
▪ Advanced Google Analytics;
▪ E-commerce Analytics;
▪ Google Analytics 360;
▪ Google Analytics for Power Users;
▪ Introduction to Data Studio;
▪ Tag Manager Fundamentals.
October 2012-December 2014
Master's Degree
UNIVERSITA' CATTOLICA DEL SACRO CUORE
Master's Degree in Economics and Law (profile in Finance), Class LM-77.
September 2009-October 2012
Bachelor's Degree
UNIVERSITA' CATTOLICA DEL SACRO CUORE
Bachelor's Degree in Economics and Management (profile in Management), Class L-18.
September 2004-July 2009
High School Diploma
LICEO SCIENTIFICO CARLO DONEGANI
Scientific studies.
COURSES
June 2020-September 2020;
January 2021;April 2023
Attendance Certificates Linkedin | PMI CompTIA | IIBA | NASBA | HRCI | SHRM
LINKEDIN LEARNING
▪ Financial models and budgets;
▪ Understanding cash flows (Cash Flow Management);
▪ Financial statements and financial forecasts;
▪ Fundamentals of business analysis;
▪ Business analysis for project managers;
▪ Power BI;
▪ Cloud computing;
▪ Cyber security;
▪ Organizational learning and development, HR Management;
▪ Wordpress 5;
▪ Web analytics.
March 2020-April 2020
QTLAB
▪ FX Trading (correlations);
▪ TradeStation (USA & Global);
▪ StrategyLab & OptionLab.
December 2019-August 2020
Attendance Certificates
DATACAMP
▪ Financial trading in R;
▪ Equity valuation in R;
▪ Financial analysis with spreadsheets;
▪ Data analysis with spreadsheets;
▪ Data analysis in Excel;
▪ Options Trading in Excel;
▪ Pivot Tables in Excel;
▪ Financial forecasting in Python;
▪ Credit risk models in Python;
▪ Machine learning for finance in Python;
▪ Introduction to Tableau;
▪ Power BI & DAX;
▪ Business data analysis with SQL;
▪ Oracle SQL;
▪ Data Science (business).
November 2019-December 2019
Attendance Certificate
ENIGMA STRATEGY
▪ Cryptocurrencies & Forex;
▪ Artificial Intelligence & Machine Learning.
August 2018-December 2018;
March 2019-April 2019
COURSERA
▪ Data analysis with Python (IBM);
▪ Investment strategies and portfolio analysis (Rice University);
▪Advance trading algorithms (ISB);
▪Analytical accounting (University of Pennsylvania);
▪Advanced search engine optimization strategies (UC Davis);
▪Fundamentals of management accounting (Darden School of Business);
▪Accounting for decision making (Ross School of Business);
▪ Bitcoin and cryptocurrency technologies (Princeton University);
▪ Fintech and transformation in financial services (CBS).
November 2017-December 2017
Certificate With Acquired Skills
INNOVAFORMAZIONE
Use of SAP / ERP software (FI-CO module).
October 2017-December 2017
Attendance Certificates
SAS.COM
▪ SAS DLAA (Advanced Analytics);
▪ SAS Studio;
▪ SAS Statistics;
▪ SAS Platform Admistration;
▪ SAS Programming I.
SKILLS
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Office suite, email: Excel, Access, Word, PowerPoint, OneNote, Outlook, Gmail, Thunderbird.
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Web marketing, graphic design, digital marketing & blogging: Google Analytics, Trustpilot, Active Campaign, Canva, Wordpress, Blogger, WIX.
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Digital signature, e-invoicing & certified mail: Aruba, Infocert, Dike, AssoSoftware, TeamSystem, InCloud.
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Statistics & programming: SAS, R, SQL, Python, HTML.
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Reporting & data processing: Power Query, Power BI, Pivot Tables, VBA, Tableau.
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File, storage & sharing: Google Drive, Dropbox, Adobe Reader.
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Artistic drawing (excellent).
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Business evaluation: DCF, value maps, market multiples, fundamental analysis, financial statements analysis, business scenarios, sensitivity analyisis.
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Accounting and accounting principles, tax law, corporate law, commercial law, tax advisory, consulting in the farming industry.
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Finance, financial markets, IPOs, risk & money management, behavioural finance, quantitative finance, statistics for finance.
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Privacy, anti-money laundering, online services, electronic payments, digital identity, blockchain, cryptocurrencies, cybersecurity.
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Trading software & financial services: MT4, MT5, ProRealTime.
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Social Network & APPs: FB, 500px, Google+, Linkedin, Pinterest, Twitter, StockTwits, TradingView, Telegram, WhatsApp.
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Remote access software: GoToMeeting, Skype, AnyDesk, TeamViewer, Supremo, Google Meet, Zoom, Eligo.
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Accounting: TeamSystem, Profis Sistemi & Spring Sistemi, Halley Informatica, SAP.
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Operating systems & browser: Windows, Mozilla Firefox, Internet Explorer, Google Chrome, Microsoft Edge.
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Italian (mother tongue), English (C1), French (B2/C1), Business English.
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Problem-solving, flexibility, professionalism, excellent organizational skills, punctuality, networking & relationships, customer assistance.
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Business plan, budgeting, programming, controlling, forecast, auditing, reporting.
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VAT, direct and indirect taxation, tax returns, fiscal and legal duties.
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Trading, trading systems, backtesting, technical analysis.
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AI, data science, big data, machine learning, cloud computing, business intelligence.
