Summary
Overview
Work History
Education
Certification
Affiliations
Timeline
Generic

Andy Colombo

Grand Rapids,MI

Summary

I am a young, ambitious professional seeking a dynamic role within a passionate and purpose-driven organization. A dedicated learner and problem solver who excels in analytical work, I am eager to create value-focused impacts across diverse business areas, with a special interest in the domain of financial analysis and strategic planning.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Financial Analyst

Exodus Movement Inc.
REMOTE
02.2024 - Current
  • Financial Analyst: Feb 2024 - Jan 2025

Operations Associate

Briarwood Partners
REMOTE
07.2022 - 02.2024
  • Description:
  • Developed KPI dashboards for portfolio companies with substantial annual revenues, enhancing data-driven decision-making and operational efficiency.
  • Supported due diligence efforts for buy-side acquisitions, including crafting Confidential Information Memorandums (CIMs) and creating comprehensive financial models to support investment analysis.
  • Actively participated in a multi-million dollar sell-side transaction, handling due diligence requests from legal, finance, insurance, and other stakeholders.
  • Collaborated in the production of quarterly board materials, facilitating strategic discussions and performance optimization for portfolio companies.
  • Developed comprehensive revenue forecasts, providing vital insights for strategic planning and financial decision-making to support growth and profitability.
  • Collaborated in the production of quarterly board materials, facilitating strategic discussions and performance optimization for portfolio companies.

Associate

Monroe Equity Partners
Grand Rapids, MI
05.2022 - 02.2024
  • Analyst: Jan 2021 - May 2022
  • Description:
  • Primarily embedded within portfolio companies, where I collaborated to streamline business processes and significantly enhance the bottom line.
  • Took the lead in the due diligence process to assess and validate prospective deals, ensuring well-informed decision-making.
  • Directly managed accounting and finance functions, dedicating substantial time to financial modeling to support strategic decision-making.

Financial Controller

MessageWrap
Grand Rapids, MI
05.2022 - 02.2024
  • Business Development Intern: Mar 2020 - Dec 2020
  • Financial Analyst: Jan 2021 - May 2022
  • Description:
  • Orchestrated comprehensive financial operations, encompassing budgeting, forecasting, compensation models, pricing strategy, and meticulous accounting & bookkeeping. Facilitated investor relations and played a pivotal role in preparing quarterly financial and board reports.
  • Led marketing and PR, managing graphic design, sales presentations, website design, and copywriting. Spearheaded creatives and custom requests, enhancing brand visibility and engagement.
  • Maintained Salesforce CRM system, focusing on data accuracy, system design, and efficient data management, contributing to improved sales operations.
  • Directed human resources functions, streamlining onboarding processes, health insurance administration, and precise payroll management, contributing to a well-functioning organization.
  • Demonstrated exceptional versatility and entrepreneurship, actively contributing across all functions, fostering a dynamic, integrated business approach.

Financial Controller

Harbor Hawk
Grand Rapids, MI
05.2022 - 07.2022
  • Financial Analyst: Nov 2020 - May 2022
  • Description:
  • Oversaw all aspects of accounting and finance, including monthly reporting, liquidity management, accounts receivable and payable, annual budgeting, tax compliance, insurance, payroll, and meticulous financial ledger maintenance.
  • Made substantial contributions across various business functions, including Information Technology, Human Resources, and Operations.
  • Aided the company through a challenging liquidity crunch, and led a comprehensive overhaul of financial records and bookkeeping practices.
  • Demonstrated exceptional versatility and entrepreneurship, actively contributing across all functions, fostering a dynamic, integrated business approach.

Education

BBA - Economics And Entrepreneurship

Grand Valley State University
Grand Rapids, MI
12-2020

Certification

  • Experience with R Programming Language
  • Advanced Excel-based Financial Modeling
  • Advanced QuickBooks Online Experience
  • Salesforce Sales Cloud Design
  • Master certification in Microsoft Word
  • Master certification in Microsoft Excel
  • Master certification in Microsoft Access
  • ERP/SAP Systems (Hands-on experience with Procurement and Fulfillment Processes in SAP)

Affiliations

  • Seidman College of Business, Summa Cum Laude Graduate (3.96 GPA)
  • Frederik Meijer Honors College Graduate: 2020
  • 77 Idea Lab Startup Incubator Inaugural Member: 2019
  • GVSU Tennis Club President: 2018, 2019

Timeline

Senior Financial Analyst

Exodus Movement Inc.
02.2024 - Current

Operations Associate

Briarwood Partners
07.2022 - 02.2024

Associate

Monroe Equity Partners
05.2022 - 02.2024

Financial Controller

MessageWrap
05.2022 - 02.2024

Financial Controller

Harbor Hawk
05.2022 - 07.2022

BBA - Economics And Entrepreneurship

Grand Valley State University

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Andy Colombo