Michele Carollo

Business Management, Financial Planning, Financial Analysis, Corporate Valuation, Web & Digital Marketing.

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.

Training for member companies in the field of controlling, business consulting and corporate planning.

Association activities, supporting associated companies, networks and partnerships.

Consulting in the field of E-invoicing tools, services, and solutions.

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.

Operational tools (digital signatures, PEC, SPID etc...), database, cybersecurity, tax and social security services, administrative duties for individuals and firms.

Namirial Company and Partnership

Consulting in the field of accounting and tax softwares: user experience, comparative analysis, planning and IT solutions.

Consulting in the field of cryptocurrencies market & digital assets: asset classes, settlements and regulation, main features, intermediaries, FinTech and digital industry.

Consulting in the field of financial markets and trading: software, solutions, services and trends.

Consulting in the field of subsidized finance and government incentives.

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.

Drafting of articles regarding controlling, business analysis and financial planning, thanks to the business partnership with AssoController.

Project - ERP/accounting software space and consulting:
- Key purchasing criteria when choosing an ERP/accounting software provider;
- Options, differences, strenghts, weaknesses, planning.

Digital invoicing & document management solutions.

Consulting in the field of financial markets and trading: software, solutions, services and trends.

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.

Drafting of articles for the MeliusForm - Il Sole 24 Ore magazine, thanks to the business partnership with AssoController.

Sharing tax advice (taxation of foreign income and trading accounts) by exploiting business synergies within both my FX trading and my business consulting activity.

I write articles on the web portal concerning national and international taxation, tax planning, regulatory updates, and interpretations.

Analyzing the markets, sharing ideas, charts, improving the trading experience.

FX Pairs: majors, minors, exotics; technical analysis; day trading/scalping.

Indices, currencies, commodities, crypto, stocks, ETFs, blends, bonds; fundamental, technical, sentiment.

Software/broker: Markets, Investing, MetaTrader, Fineco, ProRealTime, Tickmill, ICMarkets, Pepperstone.

Testing/backtesting.

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.

Professional collaboration on the following topics: payroll and contributions; accounting and fiscal issues in the farming industry.

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.

Office tasks.

Main tasks: accounting and specific advice, tax returns, different sectors and companies types (about 40 client companies and about 80 individuals).

Analyzing the markets, sharing ideas, charts, improving the trading experience.

Main tasks: accounting, tax returns, contracts, privacy, and anti-money laundering.

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.

Office tasks.

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.

• Business Intelligence & Data Analyst Certification Program (BIDA).
• Financial Modeling & Valuation Analyst Certification Program (FMVA).
• Financial Planning & Wealth Management Certification Program (FPWMP).
• FinTech Industry Professional Certification Program (FTIP).

AIFFs | AFAs | BEB | BIAs | CREFs | CDAs | DAEs | DSAs | ESGs | FMs | FP&As | IBPEs | LEs | Ms | RMs

▪ AI-driven Financial Analysis, Excel Automation;
▪ Accounting, Financial Analysis;
▪ Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Business Communication, Data Visualization, Strategy, Ethics;
▪ Data Transformation, Data Visualization, Data Modeling;
▪ Real Estate Financial Modeling, Environmental Analysis, Lease & Rent Roll Analysis;
▪ Technical understanding of Digital Assets, Cryptocurrency Analysis;
▪ Data Modeling & Analysis;
▪ Predictive Analysis, Machine Learning, Python fundamentals, Data visualization;
▪ ESG Concepts, ESG Risks, ESG Opportunities, ESG Analysis, ESG & Business Intelligence;
▪ Accounting, Finance, Excel, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI;
▪ Advanced Financial Modeling, Forecasting, and Valuation;
▪ Leadership skills for management and leadership positions;
▪ Key Macabacus Settings, Financial Modeling;
▪ Risk Identification, Regulatory Analysis, Risk Measurement, Risk Mitigation.

GDPR compliance websites & forms.

▪ Finance & Capital Markets;
▪ LSEG Workspace & Datastream;
▪ Data Analysis.

▪ SEO & SEM;
▪ Content Marketing & Digital Marketing;
▪ Advertising;
▪ Traffic Analytics & Google Analytics.

▪ The treasury management as a tool for forecasting and for cash flows controlling;
▪ Applications with treasury plans/models;
▪ Controlling models in Excel.

▪ 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).

Economics, Finance & Controlling.

▪ Pivot Tables;
▪ MS Excel (Power Query & Data Modeling);
▪ Power BI Desktop.

▪ Financial models and budgets;
▪ Understanding cash flows (Cash Flow Management);
▪ Financial statements and financial forecasts;
▪ Fundamentals of business analysis;
▪ Project Management;
▪ HR Management;
▪ Power BI;
▪ Cloud computing;
▪ Cyber

security;
▪ Wordpress 5;
▪ Web analytics.

▪ FX Trading (correlations);
▪ TradeStation (USA & Global);
▪ StrategyLab & OptionLab.

▪ 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).

▪ Cryptocurrencies & Forex;
▪ Artificial Intelligence & Machine Learning.

Trading Workshop, Technical Analysis, Risk & Size Management, Live Trading.

▪ Forex trading, trading strategies, case studies;
▪ Technical analysis, patterns, indicators, candlesticks charting;
▪ Fundamental analysis, economic calendar;
▪ Psychological biases, behavioral finance;
▪ Blockchain and cryptocurrency.

▪ 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).

▪ Electronic invoicing;
▪ Synthetic Indices of Fiscal Reliability (ISA).

▪ 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.

Use of SAP / ERP software (FI-CO module).

▪ SAS DLAA (Advanced Analytics);
▪ SAS Studio;
▪ SAS Statistics;
▪ SAS Platform Admistration;
▪ SAS Programming I.

Economics and Law (profile in Finance), Class LM-77.

Economics and Management (profile in Management), Class L-18.

Scientific Studies