Automation & Data Analyst · Python Programmer
Edoardo
Terra
Quantitative finance · Process automation · Banking, Energy & Cloud
I turn regulated operations into data, automation and measurable execution.
At a glance
A quantitative finance and data-driven operations profile with hands-on experience in automation, financial process control and AI-enabled workflow design. My background combines finance, risk modelling, statistics, ERP operations and Power Platform delivery across banking, energy, luxury and cloud environments. I work at the intersection of regulated processes and technology: I map workflows, identify control points, build automation layers and turn operations into dashboards, KPIs and execution standards that business teams can use.
Career path
From 2018 to today, across energy, banking, luxury and quantitative finance, with one constant thread: making processes faster, more accurate and traceable.
End-to-end management of the Purchase-to-Pay cycle in SAP (orders, accruals, payments, credit notes), credit control and reconciliations, monitoring of regional financial deadlines. Operational support to the commercial network across Lombardy, Veneto, Friuli and Trentino. Leading digital automation initiatives.
- Tech Project Owner: 5 end-to-end automation projects completed, from requirements to delivery
- 36 automation flows designed and implemented to support data collection, notifications, approvals and operational routing
- 2 PBIX dashboards developed for process monitoring, operational visibility and management reporting
- 13 Excel/VBA macros created for data checks, reconciliations and repetitive workflow automation
- 20 digital forms deployed to standardise field inputs, requests and operational reporting
- Commercial workflows streamlined through Power Automate, Power Apps, Copilot Studio, dashboards, macros and digital forms
Process analysis and mapping, definition of "to-be" models and impact/risk assessment. Design of soft-automation and business-intelligence solutions for continuous improvement, in coordination with the implementation team on BPM / RPA / AI technologies. BI dashboards and KPI monitoring; cross-functional liaison between requirements, compliance and business.
- 5+ strategic projects, including the Loan Origination & Monitoring workflow
- Project Manager for JST reporting automation: less manual work, higher accuracy
- Digitalised the commercial credit checklist: improved governance and compliance
Accounts-payable cycle: invoice posting and verification, purchase-order matching, supplier reconciliation and monthly closings. Transaction control on the France–Italy intercompany ERP systems, EU and international AP accounting. Inside LVMH training programme (Inclusivity Lab).
- 8,000+ invoices/year handled with >98% accuracy
- Discrepancy resolution time reduced by 25%
- Catalogued and digitalised price discrepancies across all Fendi Italia production divisions (2015–2023)
Cost analysis, tax and accounting research, maintenance of the fee register and analysis of banking flows for SME clients. Support to reconciliations, closings and tax filings.
- 50+ VAT and F24 tax returns filed accurately and on time
- Due diligence on new clients in full AML compliance
National portfolio-optimization competition. Built efficient frontiers using the Markowitz quantitative model implemented in Python.
- Among the top 30 finalists out of ~600 entrants nationwide
In collaboration with Corriere della Sera, interviewed Luigi Di Maio during the election campaign on the rights of children and adolescents.
Selected project portfolio
Projects are divided into three clear blocks and ordered by context: professional work first, academic work second, and standalone innovation or independent research last. Each item gives only the general scope, desired outcome and tools used, without exposing downloadable PDFs.
Professional projects
Work-based projects developed across energy, banking process re-engineering and finance operations, ordered from most recent to earlier experience.
Q8 / Kuwait Petroleum Italia · Commercial operations, digital workflow & automation · 2025–present
General scope: end-to-end automation project for the operational flow of contestation letters, from structured data collection and signal classification to reporting, letter generation and communication preparation.
Desired outcome: transform a fragmented manual process into a standardised, traceable and faster digital workflow, reducing repetitive activities and improving visibility for both front-office and back-office users.
Tools used:
General scope: automation of invoice progressivity checks by integrating operational extracts from Siebel and SAP, applying structured controls and identifying inconsistencies across the final reconciliation logic.
Desired outcome: reduce manual verification, strengthen control reliability and create a repeatable end-to-end process for detecting anomalies, improving operational accuracy and auditability.
Tools used:
General scope: digital workflow for the UTF register-closing process, covering document collection, operational checks, PEC preparation, submission tracking and receipt archiving.
Desired outcome: create a controlled and compliant workflow with fewer repetitive manual tasks, clearer ownership, reliable evidence storage and stronger monitoring of closure status.
Tools used:
General scope: reporting layer designed to convert operational datasets and workflow outputs into dashboards, infographics and structured views for monitoring activities, signals and process status.
Desired outcome: provide management and operational stakeholders with a clearer view of priorities, bottlenecks and execution progress, supporting faster decisions and better process governance.
Tools used:
Gruppo BCC Iccrea · Process re-engineering, banking automation & management reporting · 2024–2025
General scope: automation concept for collecting, structuring and monitoring recurring reporting inputs across banking process owners.
Desired outcome: reduce manual consolidation, improve traceability of reporting status and create a cleaner management view of deadlines, owners and completion progress.
Tools used:
General scope: digital checklist framework for standardising credit-process controls, evidence collection and workflow accountability.
Desired outcome: make checklist execution more consistent, simplify follow-up activities and support clearer governance over required control steps.
Tools used:
General scope: structured survey and tracking model to collect process information, map operational pain points and support as-is / to-be analysis.
Desired outcome: create a reliable information base for process redesign, prioritise improvement opportunities and align stakeholders around measurable workflow changes.
Tools used:
General scope: management dashboard to summarise workflow status, operational risks, completion trends and action ownership across process-improvement initiatives.
Desired outcome: provide decision-makers with a single, visual view of priorities, bottlenecks and progress so that corrective actions can be triggered faster.
Tools used:
General scope: centralised project tracker for automation ideas, process owners, delivery status, expected benefits and implementation dependencies.
Desired outcome: improve portfolio governance, clarify priorities and make the automation roadmap easier to monitor, update and communicate.
Tools used:
Academic projects
University projects grouped by programme and ordered in reverse chronological order: Sapienza MSc, LUISS MSc and Örebro exchange.
Sapienza University of Rome · MSc Financial Risk, AI & capital markets · 2022–2023
General scope: market-analysis project on the Deutsche Bank share fall, banking-sector stress and the relationship between negative sentiment, volatility and equity-index reactions.
Desired outcome: use sentiment and correlation analysis to interpret market perception during banking stress and support clearer risk-monitoring decisions.
Tools used:
General scope: applied finance project on robo-advisory platforms, portfolio allocation strategies, model selection and Python-based comparison between human optimisation and automated advisory logic.
Desired outcome: assess how AI-assisted advisory can improve productivity and portfolio allocation while recognising model bias, user-input limits and regulatory concerns.
Tools used:
LUISS Guido Carli · Finance, markets & regulation · 2021–2022
General scope: comparative legal-financial project on EU and UK prospectus regulation, including post-Brexit divergence and the EU Recovery Prospectus.
Desired outcome: understand how prospectus regulation can balance investor protection, market efficiency and faster access to capital in stressed market conditions.
Tools used:
General scope: quantitative finance project applying portfolio theory, covariance analysis, PCA and efficient-frontier modelling to a multi-asset equity portfolio.
Desired outcome: translate market data into a risk-return allocation framework and evaluate portfolio construction with and without short-selling constraints.
Tools used:
Örebro Business School · International management, marketing & supply chain · 2020–2021
General scope: in-depth study on RFID technology and its role in improving visibility, efficiency and waste reduction across supply-chain processes.
Desired outcome: evaluate when RFID adoption can support lean supply-chain performance and what integration conditions are required.
Tools used:
General scope: logistics-focused analysis of how the COVID-19 crisis affected global supply chains, transport flows and market continuity.
Desired outcome: identify the operational implications of pandemic disruption and frame the need for more resilient logistics models.
Tools used:
General scope: seminar project on born-global firms, wireless technology internationalisation and cultural differences in B2B export alliances.
Desired outcome: connect market-entry strategy with trust, commitment and cooperation in cross-cultural business relationships.
Tools used:
General scope: business-to-business case project on Datacorp’s network, power-dependence relationships, distributor dynamics and supplier interactions.
Desired outcome: propose a clearer relationship-management logic to improve trust, communication and control across strategic business actors.
Tools used:
General scope: qualitative study on the tension between global retail supply chains, CSR commitments and social sustainability responsibilities.
Desired outcome: assess how a multinational retailer can align business objectives with ethical and sustainable supply-chain governance.
Tools used:
General scope: strategic case analysis of China’s mobile-commerce market and the platform rivalry between Alibaba and Tencent.
Desired outcome: understand how ecosystem strategy, partnerships and platform positioning shape competitive advantage in digital markets.
Tools used:
General scope: case-based analysis of international competitiveness, strategic alliances and global brand adaptation across different markets.
Desired outcome: define how brand strategy and local alliances can strengthen international market positioning.
Tools used:
Standalone innovation & independent research projects
Non-employer and non-coursework initiatives, including hackathon work and independent quantitative research.
Innovation & hackathon projects
General scope: standalone innovation project proposing a consumer-facing sustainability concierge for Visa users, designed to compare energy providers, deliver sustainable home-energy insights and monitor bill or consumption changes.
Desired outcome: validate a feasible and desirable fintech-climate service that increases provider-switching awareness, supports household bill savings and encourages more sustainable energy decisions while preserving privacy and trust.
Tools used:
Independent quantitative research & market analytics
General scope: research stream covering market statistics, volatility, option pricing and comparison between theoretical and observed market behaviour.
Desired outcome: build a quantitative portfolio demonstrating applied modelling, financial interpretation and data-driven market analysis.
Tools used:
Academic background
A finance, risk and data-oriented education built across Sapienza, Luiss and international academic experiences in Germany, Sweden, France and New York. Click the icons to expand each academic block.
Thesis · Quantitative Financial ModellingThe Role of Volatility in Option Pricing Models: Critical Analysis and Developments of the Black-Scholes Model and the Dupire Model
Advisor: Prof. Sergio Bianchi. The dissertation focused on how volatility assumptions influence option pricing, moving from the Black-Scholes framework to local volatility approaches and the Dupire model.
- Core quantitative area: stochastic processes, mathematics for finance, quantitative financial modelling, time series and financial time series.
- Risk and forecasting area: risk management, capital requirements, models for risk and forecasting, advanced statistics for finance.
- Markets and banking area: banking and financial regulation, international banking and capital markets, financial optimization and asset management.
- Technical component: computational tools for finance and econometrics for financial markets.
Specialised programme focused on corporate finance, market finance and quantitative finance, with a strong applied component across valuation, financial statements, asset pricing and market regulation.
Master's thesis · Market Law and RegulationLegal and Financial Analysis of High-Frequency Trading: Phenomenic Limits towards a Regulatory Framework
Advisers: Prof. Carmine Di Noia and Prof. Paola Lucantoni. The thesis connected the financial mechanics of high-frequency trading with regulatory responses in Europe and the United States, covering trading strategies, market quality, flash-crash dynamics and regulatory frameworks.
- Coursework included Financial Statement Analysis, Asset Pricing, Quantitative Methods for Finance and International Finance.
- Additional focus on Bloomberg, Market Law and Regulation, Asset Management and Advanced Corporate Finance.
- Positioning: valuation, financial markets, regulatory context and investment decision-making.
International academic exchange in one of Europe’s main financial centres, adding exposure to German and European financial institutions, market structure and advanced finance topics.
- Focus areas included hedge funds, pension finance, advanced statistics for finance, financial optimization and asset management.
- Academic experience connected to the Frankfurt financial ecosystem, including exposure to the Deutsche Bundesbank environment.
- Complemented the Sapienza MSc with international coursework and applied market-finance perspectives.
Undergraduate foundation in economics, management, accounting, law and quantitative methods. The degree created the base for later specialisation in finance, risk analysis and data-driven operations.
Bachelor's thesis · Insurance markets and cyber riskThe New Frontier of Cyber Risks in Insurance Markets (original title: La nuova frontiera dei rischi informatici nei mercati assicurativi)
Advisor: Prof. Avv. Giuseppina Capaldo. The thesis examined the legal and financial foundations of insurance markets, with attention to insurance contracts, civil liability, regulatory authorities and the emerging role of cyber risk within insurance products and prudential supervision.
- Quantitative foundation: mathematics, basic statistics, financial mathematics and economics of financial intermediaries.
- Business foundation: business administration, accounting, business and management, management, marketing, business organization and industrial organization.
- Legal and regulatory foundation: public law, private law, commercial law, labour law and business tax law.
- Language component included English B2 and English C1 academic modules; English proficiency is also certified through the Cambridge English C1 Advanced (CAE) certificate.
International exchange period within the bachelor’s degree, focused on business administration from a Northern European academic and managerial perspective.
- Coursework aligned with management, marketing and technology in production stages.
- Developed an international academic mindset and experience working in English-language environments.
- Added a broader organizational and operational view to the economics and management curriculum.
Specialised programmes
Specialist quantitative finance training focused on analytical risk, portfolio management and market modelling.
- Reinforced Python-based quantitative finance, probability, portfolio construction and risk-analysis concepts.
- Strengthened the bridge between academic financial modelling and practical data-driven implementation.
Short international programme designed to broaden the finance curriculum with an international business-school perspective.
- Added exposure to cross-border finance, international financial decision-making and comparative academic methods.
- Strengthened the international profile alongside the Frankfurt and Örebro academic experiences.
Technical stack
From code and automation to business intelligence, ERP operations and process design.
Programming & Data
Automation & RPA
Business Intelligence
Systems & ERP
AI & ML
Operations & Method
Certifications
Verified credentials across finance, markets, Python, AI, strategy, intellectual property, Cambridge English C1 Advanced (CAE) certification and DELF A1 French certification. For security reasons, PDF certificates are not downloadable from this page; only certification or verification IDs are shown.
CFI Certifications
Quantitative Finance & Markets
Python, Data & Programming
AI, Cloud & Digital
Strategy, Legal & Languages
PDF downloads are intentionally disabled. This section displays only certification or verification identifiers for validation purposes.
Languages
Publications & research
Published books and quantitative research applied to markets. Dedicated project details are organised in the Projects Portfolio section above.
Recommendation letters & references
A dedicated request section for recommendation letters, written feedback and professional references related to academic, consulting, finance operations and automation projects.
He managed the project entirely end-to-end, taking ownership of every phase — a reliable, proactive professional combining analytical thinking, operational execution and ownership.
Finance & Control CoordinatorQ8 / Kuwait Petroleum ItaliaEdoardo consistently demonstrated analytical skills, a sense of initiative and the ability to work effectively within cross-functional teams — a valuable asset to our division.
Team Coordinator, AI Strategy & Process InnovationGruppo BCC IccreaHe combines strategic thinking with keen attention to operational detail; his curiosity and drive to deepen quantitative methodologies were clear throughout our collaboration.
Senior Project Management OfficerGruppo BCC IccreaHe has distinguished himself as a collaborative worker — curious, enterprising and extremely capable of adapting to a complex, global reality.
Account Payable & Inventory SupervisorFendi (LVMH)I would rate his academic performance as superior. Edoardo will be a positive addition to any university or firm.
Adjunct Professor, Asset ManagementLUISS Universityand feedback references
Letters available upon request
Recommendation letters and written feedback can be requested for selected professional and academic contexts, including automation delivery, finance operations, data analysis, project ownership, academic research and international teamwork.
The section is intentionally non-downloadable: documents are shared only through a controlled request process, depending on the purpose, recipient and required format.
// contact
Let’s talk.
Open to opportunities in Italy and across Europe in data, automation and digital transformation. The fastest way to reach me is by email.