Mike Fazzolari Email and Phone Number
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I am a valuation professional at Centri, advising clients in 409a/stock compensation, portfolio valuation, FP&A, and business valuation.My prior professional experience has been as a valuation professional, financial analyst, and project manager in the financial services, healthcare and security industries.
Set The Stage - Summit Short Hills
View- Website:
- wesetthestage.com
- Employees:
- 56
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OwnerSet The Stage - Summit Short HillsNew York, Ny, Us -
Centri Valuation Services - DirectorCentri Business Consulting, Llc Jan 2024 - PresentPhiladelphia, Pennsylvania, UsI am a director in Centri's valuation business, leading the advisory team in 409a/stock compensation (ASC 718), gift & estate tax valuation, portfolio valuation (ASC 820), business valuation for management planning purposes (ASC 820), and outsourced financial modeling. -
Centri Valuation Services - Senior ManagerCentri Business Consulting, Llc Jan 2022 - Jan 2024Philadelphia, Pennsylvania, UsI am a senior manager on the Valuation Services team with a focus on advisory work in the following areas:- Portfolio valuation (ASC 820)- Business valuation (ASC 820)- FP&A / Corporate Development Financial Modeling and Capital Planning Advisory- Equity based compensation (IRC 409A / ASC 718)- Incremental cost of borrowing (ASC 842)- Purchase Price Allocation (ASC 805) -
Centri Valuation Services - ManagerCentri Business Consulting, Llc Feb 2021 - Jan 2022Philadelphia, Pennsylvania, UsI am a manager on the Valuation Services team with a focus on performing the following:- Portfolio valuation (ASC 820)- Equity based compensation (IRC 409A / ASC 718)- Financial instrument valuation including convertible notes w/ embedded derivatives- Incremental cost of borrowing (ASC 842) -
Business Modeling & Valuation Services - ManagerKpmg Us Oct 2019 - Feb 2021New York, Ny, UsManager in the Business Modeling & Valuation Services team, which partnered with clients to implement solutions in strategic finance and large data implementations. Provided tools and advice in the following forms:- Custom model builds for transactions or project finance to facilitate valuation decision making- Model validation using proprietary software to provide targeted advice for model improvements- Big data solutions & enhanced visualizations combining the power of Alteryx, Excel, & Power BI- Ad hoc model builds such purchase accounting models, impairment models, or non-financial modelsServed industries including: financial services, industrials, infrastructure/energy, technology, and others.Additionally, I performed and reviewed private equity portfolio valuations of common equity, preferred equity, options and warrants under ASC 820. -
Business Modeling Services - Sr AssociateKpmg Us Jan 2017 - Oct 2019New York, Ny, UsSenior Associate in the Business Modeling & Valuation Services team. -
Director Project ManagementEyelock May 2014 - Dec 2016Orlando, Fl, UsAt EyeLock, I served as the lead project manager for software produced by the Secure Solutions Group, which served the physical access control industry. Our team developed the software for the EyeLock Identity Suite, which was the centrally managed enterprise level software for managing EyeLock devices. We also worked closely with engineering to develop the device level firmware for the NanoNXT biometric readers. -
Transaction Services - ValuationPwc Sep 2012 - May 2014GbAt PwC, I was an associate in the transaction services valuation team, which conducts business enterprise valuations and intangible asset valuation for tax transactions and financial reporting purposes. Using income, market, and cost approaches, I routinely performed valuations in accordance with ASC 820, ASC 805, and ASC 718. -
Mba Student 2012University Of Maryland Jul 2010 - Jun 2012College Park, Md, UsAt the University of Maryland, I served as a graduate assistant to the Finance department. During this time I taught review sessions for both the Executive MBA and Part-time MBA program. I introduced a technology solution that enabled part-time and executive students to participate digitally, which was of particular importance given Maryland's geographic spread over four campuses throughout Maryland and Washington DCAdditionally, I held office hours for undergraduates in need of finance assistance and I proctored exams on a regular basis. -
Financial AnalystSelect Medical Corporation Mar 2009 - Jun 2010Mechanicsburg, Pa, UsAs a financial analyst for the Inpatient Finance Division, I was responsible for generating monthly and quarterly financial reports, as well as ad hoc financial analyses. Additionally, I was responsible for financial modeling of Rehab business development projects.During my employment at Select Medical, I took on multiple unique projects that leveraged my unique skill set. I acted as the liaison between operations, finance, and IT for the implementation and testing of a real-time labor tracking dashboard tool. Additionally, I engineered an excel model that automatically assessed 23 metrics critical to the success of the business and ranked them in order of potential business impact based on a combination of qualitative and quantitative metrics. The model selected the four greatest areas for improvement and enabled hospital executives to conduct a focused performance improvement effort. -
Investment Banking AnalystJefferies & Company Jul 2007 - Sep 2008New York City, New York, UsI worked as an analyst in the General Industrial Group and specialized in alternative energy as well as mining and natural resources. During my time at Jefferies I constructed financial models such as leveraged buyout, merger consequence, and accretion/dilution analyses. These models were used to pitch prospective clients, present prospective deals to underwriting committees, and execute transactions.Also, I routinely conducted industry research and assembled comparable company sets (trading and transaction comps). In the course of my employment at Jefferies, I developed highly advanced excel skills and became accustomed to working successfully in a high pressure environment.
Mike Fazzolari Skills
Mike Fazzolari Education Details
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University Of Maryland - Robert H. Smith School Of BusinessFinance -
Susquehanna UniversityFinance
Frequently Asked Questions about Mike Fazzolari
What company does Mike Fazzolari work for?
Mike Fazzolari works for Set The Stage - Summit Short Hills
What is Mike Fazzolari's role at the current company?
Mike Fazzolari's current role is Owner.
What is Mike Fazzolari's email address?
Mike Fazzolari's email address is mf****@****ail.com
What is Mike Fazzolari's direct phone number?
Mike Fazzolari's direct phone number is +171750*****
What schools did Mike Fazzolari attend?
Mike Fazzolari attended University Of Maryland - Robert H. Smith School Of Business, Susquehanna University.
What are some of Mike Fazzolari's interests?
Mike Fazzolari has interest in Poverty Alleviation, Ice Hockey, Poker, Health.
What skills is Mike Fazzolari known for?
Mike Fazzolari has skills like Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Mergers And Acquisitions, Corporate Finance, Data Analysis, Microsoft Excel, Analysis, Project Management, Finance, Powerpoint.
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