University of Colorado at Colorado Springs

Sr. Financial Analyst at GitLab Inc.

Denver, Colorado, United States

GitLab is an open core company which develops software for the software development lifecycle used by more than 100,000 organizations, 30 million estimated registered users, and has an active community of more than 3000 contributors.

GitLab Inc.

Senior Financial Analyst

Compassion International is one of the largest nonprofits in the U.S., serving children in need across 25 developing countries in Africa, Asia, and Latin America.- Managed forecasting for >$1B in annual revenues across recurring and non-recurring product lines.- Supervised a team of 2 Analysts responsible for the budgeting and forecasting of 42 Cost Centers across Marketing, Sales, Ops, and R&D (~$100M in annual expenses).- Designed and implemented driver-based models for customer churn, improving forecasting accuracy by ~55% versus previous methodology ($14M in annual capital that could be redeployed towards higher ROI opportunities.- Presented key data driven insights to members of the executive team monthly, leading to key investment decisions and a more optimized allocation of resources.- Prepared, reviewed, and presented insightful visualizations of key financial data and performance indicators, promoting a heightened understanding of the Company's results.

Compassion International

Business Intelligence Analyst

- Recommended a targeted product feature to improve conversion at a specific point in the sales funnel, leading to a >50% increase in new online appointments.- Designed and implemented a Service Advisor Scorecard, aligning the incentives between employees and Company goals. This resulted in productivity gains and higher employee/customer satisfaction.- Developed an activity-based financial model for the Organization, leading to greater forecasting accuracy and faster identification of risks to quarterly goals.- Supervised the development and implementation of new client offerings (Estate & Tax Planning), resulting in higher customer satisfaction, lower churn and higher revenues.- Conducted the full suite of SaaS analysis to uncover business insights: Cohort and Funnel analysis, User Segmentation, Customer Church, Lifetime Value, etc.- Managed cross-functional initiatives to drive KPI improvements.

Personal Capital

Optimization & Strategy Analyst

At Charter Equity, I conducted in-depth fundamental research on publicly traded companies in the Semiconductor and Communication Technology sectors. Names under my coverage included Intel, Broadcom, Qualcomm, Qorvo, and Skyworks. I was in constant communication with Hedge Fund Analysts, Portfolio Managers, and Executive Teams. I was responsible for creating and maintaining complex financial models (DCF, relative value, multifactorial) to forecast and analyze results for companies under my coverage, as well as the global economy. The ultimate goal of my research was to generate insightful, actionable investment recommendations based on industry expertise, macro trends, and company specific information.

Charter Equity Research

Equity Research Analyst

- Automated research processes and wrote guidelines for resolving IPO-related data issues, improving overall department efficiency and reducing the occurrence of user error.  - Developed a statistical model to scan for data inconsistencies and potential issues in the database, leading to a decrease in the number of client escalations. - Responsible for the integrity of domestic and international financial databases, ensuring timely and accurate integration of third party data.

S&P Capital IQ

Senior Securities Analyst

- Performed in-depth financial analyses on both domestic and international corporations, as well as one-of-a-kind data evaluations and interpretations.- Developed a model for management to track employee development and forecast performance.  The model was successfully implemented in the department and was considered for deployment in many other areas of the organization.- Promoted three times in the course of only 17 months.

Financial Research Analyst

- Compiled information about different investment strategies to be given to clients.- Developed recommendations for portfolio allocations based on different risk preferences and time horizons.- Compared portfolio returns between different account management styles (high or low turnover rates, asset allocations, etc.)- Analyzed economic data such as U.S. Treasury yields, price indexes, non-farm payroll, business and household surveys.

Carlos Menegocci