48
זכר
נשוי
****
מלאה
3-60 יום
תואר שני
עברית
אנגלית
כל דרגות האופנוע
אין פרטים זמינים
Master of Business Administration (MBA): Major in Finance and Capital Markets. Ono Academic College.
Bachelor of Art (BA) in Economics and Business Management. The Hebrew University of Jerusalem
השכלה
2007 - 2009
MBA - מכללה אקדמית אונו
ניסיון תעסוקתי
Professional Experience
IsraCard Ltd. － Tel Aviv, Israel
Head of Treasury & ALM 2023 to present
Israel’s largest credit card and Payments Company.
● Managing the Treasury, ALM and Capital management Department, which includes overseeing a team of six employees.
● Responsible for Treasury, Asset Liability Management, Liquidity, Cash Management, Banking relations, FX exposure, Hedging,
Capital Markets, Macroeconomics, Interest, and finance expenses.
● Managing the organization’s funding and liquidity positions to maximize returns and funding resources while ensuring adequate
liquidity to fund the firm's daily operations.
● Lead relationship building with financial institutions to support financing needs, hedging and other treasury operations.
● Developing models to forecast liquidity, cash flows and actual daily cash availability.
● Overseeing and evaluating the organization’s asset liability strategy and implementation.
● Monitoring and reporting on interest risk and liquidity risk.
● Managing completion with regulations related to capital management,
● Developing, implementing, and providing ongoing expert support analytics, and quantitative methods in support of business
decision making, risk management, and capital allocation.
Great Lakes Credit Union– Chicago, IL
Senior Manager, Finance – Head of the Economic Department 2021 to 2022
$1 billion in assets, financial institution that serves over 80,000 customers in the Greater Chicago area.
● Managing the Economic and Treasury Department, which includes overseeing a team of two employees.
● Responsible for Treasury, FP&A, Asset Liability Management, Liquidity, Cash Management, Investment Portfolio ($200M),
Capital Markets, Profitability, Budget, and KPI Management.
● Serving as the resource for economic and interest rate forecasts, providing relevant information to senior management.
● Managing the investment committee and the Pricing Committee. Presenting investment recommendations, product pricing,
forecasting, and scenario modeling products and services.
● Assessing economic, financial markets, liquidity, and asset-liability outlooks to recommend strategies to senior management.
● Developing models to forecast cash balances and tracking actual daily cash availability daily to maximize returns while ensuring
adequate liquidity to fund the firm's daily operations.
Syndigo – Chicago, IL
Financial Planning and Analysis (FP&A Specialist) 2020 to 2021
$130M SaaS tech company that provides software solutions to e-commerce companies (B2B) for integrated platforms.
● Built monthly & period reviews, conducted analysis using KPIs, optimized revenue and financial performance, and prepared
various monthly calculations such as revenue analysis, ACV, commissions payout, etc.
● Syndigo’s M&A expansion strategy includes the purchase of market competitors. This creates many challenges when integrating
the different databases into Salesforce and other core systems.
● Provided analytical support for the development and tracking of company strategies including, M&A and data reconciliation.
● Coordinated the budget, periodic forecasts and re-forecasts, and monthly close processes for the FP&A function.
● Performed ad hoc and periodic forecasts for finance management, sales management, and owners.
Transition to the United States following relocation of my wife.
ShopHitly Holdings LLC. – Chicago, IL -
Financial Officer 2018 to 2020
Pre-revenue e-commerce startup that built an online marketplace for Cannabis related goods.
● Managed all aspects, financial, administrative, and operational activities of the firm.
● Managed all treasury operations including accounts payable, receivables, bank reconciliations bookkeeping, and payroll.
● Built the company business model, financial infrastructure, revenue forecasts, 3 years proforma, and financial pitch deck.
● Presented the business plan and financial projections to potential investors and potential partners.
Psagot Investment House Ltd. － Tel Aviv, Israel
Senior Credit & Risk Manager 2012 to 2018
● Managed quantitative and liquidity risk evaluations of managed portfolios, including stress tests and Value at Risk (VaR).
● Performed surveys to map out inherited sources of enterprise, financial, and operational risk.
● Presented ongoing risk assessments to the CEO, Chairman of the Board, and the firm’s investment committee.
● Managed, audited, and made recommendations on all credit lines for both institutional and retail brokerage clients.
● Monitored the operations of the trading room’s various desks (Stocks, ETFs Bonds).
PwC － Tel Aviv, Israel
Manager, Risk Management Advisory Services 2010 to 2012
● Established the Financial risk management sector of PwC Israel. Managed a team of consultants.
● Provided major financial institutions with risk management surveys and assessments and implemented risk and credit policies.
● Worked closely with client’s leadership to identify, prioritize, and ensure sustainable risk management.
● Presented risk surveys, VaR calculations, liquidity, and stress tests results to the client’s leadership and investment committee.
● Planned and implemented compliance with new and changing regulatory requirements. Implemented Basel regulations.
Financial Immunities - Tel Aviv, Israel –
Senior Financial Consultant and Foreign Exchange Specialist 2008 to 2010
● Worked with global tech firms on hedging strategies using derivatives such as swaps, futures, and options strategies.
● Hedged foreign exchange risk for a portfolio of 40 clients with exposure of more than $1.2B.
● Traded hedging strategies using in-house trading floors. Priced strategies with Bloomberg & Super Derivatives.
ICIC - Israeli Credit Insurance Company (Part of Euler Hermes Group) － Tel Aviv, Israel
Financial Analyst 2005 to 2008
● Analyzed and assessed the financial strength of global corporations to qualify their debt servicing capabilities. Balance sheet, profit
& loss, financial ratios, and other financial statements analysis.
IDF – Israeli Defense Forces - Israel
First Lieutenant, - Platoon Leader with combat infantry paratroopers’ brigade. 1996 to 1999
Volunteering
America - Israel Chamber of Commerce Chicago
Programming Committee Member
The America-Israel Chamber of Commerce Chicago (AICC)'s mission is to cultivate business connections, collaboration,
and community between Chicago, the broader Midwest, and Israel.
Systems & Competencies
National and International Finance – Analysis, Operations – FP&A -KPI’s - Treasury – Accounting - Bookkeeping -
Project Management - Financial Reporting - Forecasting - Budgeting - Variance Analysis – Risk analysis – MS Excel
(v/h/x-lookups, pivot tables, sumifs, nested if/than statements, what-if scenarios, and complex financial modeling) – MS
Word – MS PowerPoint – Bloomberg – Oracle NetSuite – Salesforce – SharePoin
Dynamic and multi-faceted Finance & Treasury professional with a successful career within the United States and Israel.
My experience is across a breadth of fields including corporate management, treasury, finance management, financial
planning & analysis (FP&A), international banking, accounting, US GAAP, risk management, hedging, and portfolio
management of US and Global organizations, I have provided stellar customer service to Clients, successfully mitigated
risk, and recommended action plans to executive leadership as well as drove process improvement and increased revenues.
My experience includes working as Head of Treasury & ALM with a major credit card company, a Manager with PwC,
SaaS company, Finance Manager, and with Israel’s largest investment hous
