Franco Pinto

Financial Planning and Analysis

• Advise on EPC + Finance deal structures for industrial and infrastructure projects
• Support project bankability assessment (risk, guarantees, cash flow logic)
• Review and comment on LOIs, MOUs, EPC contracts, and financing structures
• Participate in selected calls or meetings with EPC contractors, lenders, or project owners
• Advise on guarantees (sovereign, bank, escrow, offtake) and risk mitigation
• Support alignment between project owners, EPCs, and financing parties

Project Finance Advisor – EPC-Focused

• Prepare and update accounting records in Odoo before accountant review
• Organize and verify invoices, expenses, delivery notes, and POs
• Follow up on missing financial documents and maintain basic trackers
• Act as the link between operations and finance to keep data accurate and timely
• Collect daily/weekly updates and track tasks in Microsoft Planner
• Monitor deadlines, delayed items, and follow up until closure
• Update selected CRM data and generate simple activity/delay reports
• Schedule and coordinate meetings; take notes and track action items
• Manage the CEO’s calendar, advise on availability, and help prioritize meetings
• Prepare brief summaries, task lists, and simple internal documents as needed

Finance & Operations Coordinator – Odoo

Customer Success Manager

• Own the client journey after deal confirmation, ensuring visibility, follow-up, execution tracking, and customer satisfaction through structured CRM usage, coordination, and reporting.
• Track deal progress, customer activity, delivery status, and open actions.
• Provide regular, clear summaries highlighting progress, delays, inactive clients, and unresolved items.
• Use CRM data to turn activity into insights and priorities.
• Act as the main coordination point for clients after confirmation.
• Communicate execution status, timelines, and changes to customers.
• Track delivery progress and follow up on payments or discrepancies.
• Handle post-confirmation documentation such as contracts or formal letters when required.
• Prepare structured updates covering deals, clients, execution, and issues.
• Analyze client behavior to identify active, inactive, and under-engaged customers.

CRM Executive – IT System Integrator

Security Operations

• Lead the creation and setup of our SOC team from the ground up.
• Define team roles and responsibilities, and recruit initial team members.
• Develop and validate operational processes, including monitoring, incident response, and client communication.
• Ensure the SOC meets high standards of service and aligns with client needs.

Project Finance Advisor – EPC-Focused

Finance & Operations Coordinator – Odoo

CRM Executive – IT System Integrator

SOC Team Lead