EDOARDO TERRA

Automation & Data Analyst · Python Programmer

Edoardo
Terra

Quantitative finance · Process automation · Banking, Energy & Cloud

I turn regulated operations into data, automation and measurable execution.

// current_profile AVAILABLE
locationRome, IT — global outlook
roleRegional Commercial Operations & Data Automation Analyst
sectorsBanking · Energy · Luxury
stackPython · Power Platform · SAP · BI
educationFinance · Risk · Data Analysis
languagesItalian native · Cambridge CAE · C1 · DELF A1 certified
portfolioAutomation · Analytics · Quant research
Profile

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.

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Academic hubs
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Academic credits
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Automation ownership tracks
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Regulated business sectors
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Recommendation letters
Experience

Career path

From 2018 to today, across energy, banking, luxury and quantitative finance, with one constant thread: making processes faster, more accurate and traceable.

Regional Commercial Operations & Data Automation Analyst — Q8 SEP 2025 — PRESENT · Rome

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
Power AutomateCopilot StudioPower BIPower AppsSAPVBA
Process Re-engineering & Automation Analyst — Gruppo BCC Iccrea OCT 2024 — SEP 2025 · Rome

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
Power BIPower QuerySmartsheetBPMRPAAI
Accounts Payable Associate — Fendi (LVMH) DEC 2022 — DEC 2023 · Rome

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)
SAP ECCSAP S/4HANAEskerStealth3000
Accounting Intern — Studio Commerciale Dr. Giovanni Lombardo APR 2022 — DEC 2022 · Rome

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
ProfisExcelMS Office
Azimut Talent Challenge — Portfolio Optimization — Azimut Group MAY 2022 · Rome

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
PythonMarkowitzPortfolio Optimization
Political Interviewer — SOS Children's Villages International MAR 2018 · Turin

In collaboration with Corriere della Sera, interviewed Luigi Di Maio during the election campaign on the rights of children and adolescents.

Projects Portfolio

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.

01

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

Q8 · Data automation solution
Letters of Contestation Automation Workflow
Q8 / Sales Support & Operations · 2025–present · Portfolio ID: Q8-CON-01

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:

Power AutomatePower BIMicrosoft FormsExcelSharePointWord templatesOutlook
Q8 · Finance operations control
Invoice Progressivity Control & SAP/Siebel Reconciliation
Servizi e Gestione Italia / Kuwait Petroleum Italia · 2025–present · Portfolio ID: Q8-FIN-02

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:

ExcelVBA / MacrosSAPSiebelPower QueryOutlook
Q8 · Compliance workflow automation
UTF Register Closing End-to-End Digital Workflow
Q8 / Operations · 2025–present · Portfolio ID: Q8-UTF-03

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:

ExcelPower AutomateSharePointOutlook / PECVBADigital workflow mapping
Q8 · Operations analytics
Commercial Operations Reporting & Process Visibility Dashboard
Q8 / Sales Support & Operations · 2025–present · Portfolio ID: Q8-ANL-04

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:

Power BIPower QueryExcelSharePointData modellingDashboard design

Gruppo BCC Iccrea · Process re-engineering, banking automation & management reporting · 2024–2025

Banking · Supervisory reporting automation
JST Reporting Automation Workflow
Gruppo BCC Iccrea · 2024–2025 · Portfolio ID: ICCREA-REP-01

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:

ExcelPower QueryPower BISmartsheetSmartsheet automations
Banking · Credit process digitalisation
Commercial Credit Checklist Digitalisation
Gruppo BCC Iccrea · 2024–2025 · Portfolio ID: ICCREA-CRED-02

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:

SmartsheetSmartsheet automationsMicrosoft FormsExcelPower BI
Banking · Process mapping & survey design
As-Is / To-Be Process Survey and Mapping Tracker
Gruppo BCC Iccrea · 2024–2025 · Portfolio ID: ICCREA-PROC-03

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:

Microsoft FormsSmartsheetExcelPower QueryPower BI
Banking · KPI dashboarding
Process Performance and Risk Monitoring Dashboard
Gruppo BCC Iccrea · 2024–2025 · Portfolio ID: ICCREA-KPI-04

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:

Power BIPower QueryExcelSmartsheetKPI modelling
Banking · Operational governance
Automation Portfolio and Improvement Roadmap Tracker
Gruppo BCC Iccrea · 2024–2025 · Portfolio ID: ICCREA-GOV-05

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:

SmartsheetSmartsheet automationsExcelPower BIPower Query
02

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

Artificial Intelligence & Capital Markets · Sentiment analysis
Deutsche Bank — Sentiment Analysis in the Banking World
Sapienza University of Rome · A.Y. 2022/2023 · Portfolio ID: SAPIENZA-AICM-01

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:

Microsoft ExcelMarket data analysisCorrelation analysisSentiment analysisData visualisation
International Banking & Capital Markets · Robo-optimization
Robo-advisors — A Study on Robo-Optimization
Sapienza University of Rome · MSc coursework · Portfolio ID: SAPIENZA-IBCM-02

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:

PythonpandasNumPyMatplotlibMarkowitz optimisationAllocation model

LUISS Guido Carli · Finance, markets & regulation · 2021–2022

Market Law & Regulation · Capital markets
Recovery Prospectus and Prospectus Regulation
LUISS Guido Carli · A.Y. 2021/2022 · Portfolio ID: LUISS-MLR-01

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:

Microsoft PowerPointMicrosoft WordExcelRegulatory researchESMA / CONSOB data
Quantitative Methods for Finance · Portfolio analytics
Portfolio Optimisation, PCA and Efficient Frontier
LUISS Guido Carli · A.Y. 2021/2022 · Portfolio ID: LUISS-QMF-02

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:

PythonpandasNumPyyfinancescikit-learn PCASciPyMatplotlib

Örebro Business School · International management, marketing & supply chain · 2020–2021

Supply Chain Management · Lean operations
RFID Technology and Lean Supply Chain Strategy
Örebro Business School · Jan 2021 · Portfolio ID: OREBRO-SCM-03

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:

Microsoft WordLiterature reviewPeer-reviewed sourcesLean frameworkRFID process mapping
International Logistics · Supply-chain resilience
The Impact of COVID-19 on the Supply Chain
Örebro Business School · Dec 2020 · Portfolio ID: OREBRO-LOG-02

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:

Microsoft WordLiterature reviewLogistics frameworksWorld Bank / IFC sourcesCase analysis
Global Marketing · Internationalisation
Globalisation Strategies and B2B Export Channel Alliances
Örebro Business School · Oct 2020 · Portfolio ID: OREBRO-GM-06

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:

Microsoft WordAcademic article reviewHofstede frameworkB2B alliance analysisCross-cultural analysis
B2B Marketing · Network strategy
Business Consultants for Datacorp
Örebro Business School · Oct 2020 · Portfolio ID: OREBRO-B2B-04

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:

Microsoft PowerPointMicrosoft WordB2B network analysisPower-dependence mappingCase presentation
International Management · CSR & sustainability
H&M — Ethical and Sustainable Responsibilities
Örebro Business School · Sep 2020 · Portfolio ID: OREBRO-IM-01

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:

Microsoft WordLiterature reviewCSR frameworksCase analysisAcademic sources
Global Marketing · Digital strategy
Alibaba vs Tencent — China’s M-Commerce Space
Örebro Business School · 2020 · Portfolio ID: OREBRO-GM-05

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:

Microsoft WordCase analysisMarket researchCompetitive strategy frameworkPlatform analysis
International Marketing · Brand strategy
Case Seminar — Global Brand Competitiveness
Örebro Business School · 2020 · Portfolio ID: OREBRO-GM-07

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:

Microsoft WordCase-study methodStrategic alliance frameworkBrand positioning analysisMarket-cluster analysis
03

Standalone innovation & independent research projects

Non-employer and non-coursework initiatives, including hackathon work and independent quantitative research.

Innovation & hackathon projects

Climate tech hackathon · Fintech sustainability
Visa Climate Tech Hackathon — Sustainability Concierge
Visa Climate Tech Hackathon · Final Deck · Portfolio ID: STANDALONE-VISA-01

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:

Microsoft PowerPointFigma demoChatbot concept designMarket surveyKPI frameworkScenario analysisPESTLEAPI / open-banking concept

Independent quantitative research & market analytics

Quant research · Python
Market Analytics & Option Pricing Research Portfolio
Python-based research · Portfolio ID: QR-MKT-01

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:

PythonpandasNumPystatsmodelsscikit-learnPlotlyCSV market data
Education

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.

MSc Financial Risk & Data Analysis
Sapienza University of Rome · 2023–2025 · Finance and Insurance (LM-16) · 120 ECTS · 14 exams
MSc Finance
Luiss Guido Carli · Rome · 2021–2022 · one-year master's programme · finance, markets and regulation
MSc Money & Finance — Exchange
Goethe University Frankfurt · 2024 · international finance and asset management
BSc Economics & Management
Sapienza University of Rome · 2018–2021 · Business Sciences (L-18) · 183 ECTS · 22 exams
BSc Business Administration — Exchange
Örebro Business School · Sweden · 2020–2021 · management, marketing and operations

Specialised programmes

ARPM Boot Camp
New York University · Online / New York · 2023 · quantitative finance and risk modelling
Winter School — International Finance
Audencia Business School · Nantes · 2023 · international finance
Skills

Technical stack

From code and automation to business intelligence, ERP operations and process design.

Programming & Data

PythonSQLVBAApplied statistics

Automation & RPA

Power AutomatePower AppsCopilot StudioRPA

Business Intelligence

Power BIPower QueryDashboards & KPIsData modelling

Systems & ERP

SAP ECCSAP S/4HANAEskerStealth3000Smartsheet

AI & ML

AI for FinanceGenAI agentsCopilot

Operations & Method

Project ManagementAgileLeanBPMIT ProcurementSupply ChainRisk assessment
Certifications

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

CFI · Business Intelligence & Data Analyst (BIDA)™ Certification ID: 73721752 Business intelligence, dashboarding, data analysis and decision-support credential from the Corporate Finance Institute.
CFI · Capital Markets & Securities Analyst (CMSA)® Certification ID: 72132866 Capital markets, securities analysis, market instruments and investment-industry foundations.
CFI · Financial Planning & Wealth Management (FPWM)™ Certification ID: 71477241 Financial planning, wealth management and client-oriented advisory foundations.
CFI · FinTech Industry Professional (FTIP)™ Certification ID: 77313000 FinTech ecosystem, digital finance, innovation trends and technology-driven financial services.

Quantitative Finance & Markets

ARPM · Advanced Risk and Portfolio Management Quant Bootcamp Certification ID: Not displayed on certificate Specialist quantitative finance training focused on portfolio analytics, risk modelling and market applications.
Bloomberg · Bloomberg Market Concepts (BMC) Certification ID: WYy9bxZwURL2brMdbFWJ616H Core market concepts across economics, currencies, fixed income and equity markets.
Bloomberg · Environmental, Social and Governance (ESG) Certification ID: ncY6E8nKFo3nJDaaddkGrQHJ Credential focused on ESG data, sustainability indicators and responsible-investment analysis.
J.P. Morgan · Markets Virtual Experience Enrollment ID: LofveC33QzrphYBKd · User ID: v7d4SwupNzdRXktjt Practical modules on client profiling, market analysis, investment opportunities and the post-trade cycle.

Python, Data & Programming

Python Institute · PCAP™ Certified Associate Python Programmer Certification ID: H7SS.dFk1.kE9s Associate-level certification within the Python Institute general-purpose programming track.
Python Institute · PCEP™ Certified Entry-Level Python Programmer Certification ID: zTnv.OeDj.NUrm Entry-level certification validating Python fundamentals, syntax, data types, functions and control flow.
HKUST / Coursera · Python and Statistics for Financial Analysis Verification ID: EKLGV6U5RGZW Applied Python and statistics course for financial-analysis workflows and quantitative data interpretation.

AI, Cloud & Digital

Oracle · Oracle Cloud Infrastructure 2025 Certified AI Foundations Associate Certification ID: 102107649OCI25AICFA Foundation-level credential on AI concepts and Oracle Cloud Infrastructure AI foundations.

Strategy, Legal & Languages

McKinsey & Company · Forward Program Certification ID: Not displayed on certificate Professional-development programme covering problem solving, communication, adaptability and digital toolkit foundations.
EUIPO Academy · European Union Trade Mark (EUTM) in a Nutshell Certification code: BmznT2hu8O Introductory course on EU trade-mark principles and the European Union Intellectual Property Office framework.
Cambridge English · C1 Advanced (CAE) Certificate Verification code: C1382072 · Certificate number: C1468676 Certified Cambridge CAE English qualification at CEFR C1 level, covering reading, use of English, writing, listening and speaking.
DELF · French A1 Certificate Certification ID: Not provided Certified DELF A1 French language proficiency, covering basic communication, introductory vocabulary and elementary comprehension.

PDF downloads are intentionally disabled. This section displays only certification or verification identifiers for validation purposes.

Languages

Languages

ItalianNative
EnglishCambridge CAE · C1
FrenchDELF · A1
Publications

Publications & research

Published books and quantitative research applied to markets. Dedicated project details are organised in the Projects Portfolio section above.

Book
High-Frequency Trading — Overpassing the Limits
Amazon · 2024
Book
Accounting Concepts and Principles
Amazon · 2023
Research
General Statistical Analysis of the S&P 500, 2000–2025
GitHub · 2025
Research
Pricing Analysis of Options in Leading European Banks
GitHub · 2024
Research
Theoretical Pricing vs. Real Markets Valuation
GitHub · 2024
Certificate of Merit (Copper Medal) · AVIS 2023 Erasmus+ Scholarship · Sapienza 2023 Erasmus+ Scholarship · Sapienza 2020
Recommendations

Recommendation letters & references

A dedicated request section for recommendation letters, written feedback and professional references related to academic, consulting, finance operations and automation projects.

In their words · selected references

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 Italia

Edoardo 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 Iccrea

He 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 Iccrea

He 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 University
+8
Recommendation letters
and 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.

01 · ContextSpecify the target role, institution or application process requiring the letter.
02 · FocusChoose the relevant angle: automation, finance, analytics, operations, academic research or leadership.
03 · DeliveryIndicate deadline, recipient and whether a signed PDF, email reference or LinkedIn-style feedback is preferred.

// 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.