About D'Errico Financial Services

About D’Errico Financial Services

Jason D’Errico – Background

I started D’Errico Financial Services as a way to leverage my talents for finance and my passion for building financial models into a way to gain experience and make a living. What began as a side hustle in September 2019, quickly grew into my fulltime career in 2021.

Before going full-time, I was previously employed as a Financial Reporting Specialist for a Global Logistics Company. There I prepared various financial reports, created dashboards, and provided financial and operational analysis for Executive Management. I have extensive knowledge in Microsoft Excel, using advanced functions, Pivot tables/charts and Scenario/Sensitivity Analysis to create my dynamic financial models.

I received my MBA in Finance from the University of North Texas and my Bachelor’s in Marketing from The Ohio State University. I have received certifications in Financial Modeling & Valuation Analyst and Business Intelligence & Data Analysis through the Corporate Finance Institute.

I currently reside in Magnolia, Texas with my wife and two sons. I enjoy weight-lifting, biking, and fishing and I am a member of Champions Forest Baptist Church.

Mission & Vision

D’Errico Financial Services LLC was created to provide businesses with financial tools for optimum efficiency. Business Owners need time to focus on growing their business. Creating and maintaining financial spreadsheets can be cumbersome, especially for someone that is not proficient in Excel or with financials.