Management, Portfolio Management, Financial Analyst

JOSIAH F. RICHETTI

*****@******.*** 908-***-**** linkedin.com/in/JosiahRichetti

Education

Master of Business Administration, Concentration in Finance, Minor in Project Management

Lawrie Advanced Global Leadership Fellow

Drexel University, LeBow College of Business, Philadelphia, Pennsylvania

Bachelor of Science, Wildlife Science

SUNY, College of Environmental Science and Forestry, Syracuse, New York

Work Experience

BEN FRANKLIN TECHNOLOGY PARTNERS, South East Pennsylvania

Finance Intern

Identified publicly traded comparable businesses for 40 portfolio companies across three industry verticals

Reviewed corporate deal documents to verify relevant outstanding share and holdings information

Updated and maintained portfolio and exit profile workbooks, including the use of Macros in MS Excel

Utilized Market Multiples, Post Money Equity Growth, and Current Value Method to ascertain fair value of holdings

VERIF-Y INC., Philadelphia, Pennsylvania

Operations Intern

Developed and maintained financial worksheets, capitalization tables and Employee Share Option Program

Conducted competitor, industry, and market research, presented research using Microsoft PowerPoint

Helped to update and maintain pricing and sales models, utilizing Pivot Tables within MS Excel

DIFEBO’S, Rehoboth Beach, Delaware

General Manager (09/2018 – 06/2019)

$1,422,975.47 total sales 2018.

Increased restaurant profitability by 9.5% in 2019.

Created new budgeting and weekly recap tools in Microsoft office to improve business performance.

Assistant Manager (01/2018 – 09/2018)

CHIPOTLE, Syracuse, New York

Apprentice General Manager, Rehoboth Beach, Delaware (08/2017 – 12/2017)

Taught practical skills to staff with a focus on quality and timing.

General Manager (01/2016 – 08/2017)

$2,452,418 total sales 2016

Managed shifts of up to 15 people in a fast-paced work environment.

Conducted daily shift meetings, weekly manager meetings and regular one on one conversations.

Projected sales and designed schedules for 40+ employees.

Apprentice General Manager (04/2014 – 01/2016)

Service Manager (03/2013 – 04/2014)

Kitchen Manager (09/2012 – 03/2013)

Crew Member (08/2011 – 09/2012)

Other Experience

Server (06/2019 – 03/2020)

Student Consultant in Private Equity with the LeBow college of Business (01/2020 – 03/2020)

Researched and evaluated Private Equity transactions based on key characteristics

Assisted in developing a predictive model to determine the likelihood of investments to lead to successful exits

Coordinated group efforts as part of leadership team

Independent Research in Venture Capital with LeBow college of Business (09/2020 – 12/2020)

Focused on identifying investment criteria that correlated with investment return

Reviewed due diligence reports and financial documents for 40 potential and actualized investments

Developed quantitative review model in MS Excel with 41 evaluating criteria across 5 major categories

anticipated 03/2021

05/2012

07/2020 – 12/2020

04/2020 – 07/2020

01/2018 – 06/2019

08/2011– 12/2017

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