Curriculum Vitae Financial Analyst in Israel Tel Aviv – Free Word Template Download with AI

Contact Information

Name: Sarah Levi
Address: 123 Rothschild Blvd, Tel Aviv, Israel
Email: [email protected]
Phone: +972-54-1234567
LinkedIn: linkedin.com/in/sarahlevi-financialanalyst

Professional Summary

A dedicated and results-driven Financial Analyst with over 8 years of experience in financial modeling, budgeting, and strategic decision-making. Specialized in providing actionable insights for businesses in Israel Tel Aviv's dynamic tech and finance sectors. Proven track record of optimizing financial performance through data-driven strategies. A graduate of the Hebrew University of Jerusalem with a Master’s in Finance, and certified CFA Level II candidate. Committed to leveraging expertise to support organizations navigating the complexities of the Israeli market.

Work Experience

Senior Financial Analyst

VentureTech Solutions Ltd., Tel Aviv, Israel
January 2020 – Present

• Developed financial models to evaluate investment opportunities in emerging tech startups, contributing to a 15% increase in portfolio value over two years.
• Managed annual budgeting and forecasting processes for a $50M+ operational division, ensuring alignment with strategic goals and regulatory compliance in Israel's financial landscape.
• Collaborated with cross-functional teams to analyze market trends, identifying cost-saving initiatives that reduced operational expenses by 12% in 2022.
• Provided critical financial insights for M&A activities, supporting the acquisition of two mid-sized tech firms in Tel Aviv.

Financial Analyst

Mercantile Bank of Israel, Tel Aviv, Israel
July 2016 – December 2019

• Prepared detailed financial reports for clients, including risk assessments and investment recommendations tailored to the Israeli market.
• Optimized asset allocation strategies for high-net-worth individuals, achieving an average annual return of 9% in a volatile economic environment.
• Implemented data analytics tools to enhance the accuracy of financial forecasts, improving decision-making efficiency by 20%.
• Assisted in the development of compliance frameworks aligned with Israel’s Financial Supervision Authority (FSI) regulations.

Junior Financial Analyst

Startup Capital Fund, Tel Aviv, Israel
April 2014 – June 2016

• Analyzed financial statements of early-stage startups, providing insights to inform investment decisions in sectors like fintech and biotech.
• Supported the creation of a proprietary valuation model for Israeli startups, adopted by 10+ portfolio companies.
• Conducted due diligence on potential acquisitions, ensuring alignment with fund objectives and risk profiles.

Education

Master of Science in Finance

The Hebrew University of Jerusalem, Israel
Graduated: June 2014

Thesis: "Financial Strategies for Startups in the Israeli Tech Ecosystem."

Bachelor of Arts in Economics

Bar-Ilan University, Israel
Graduated: June 2011

Certifications and Professional Development

• CFA Level II Candidate (Chartered Financial Analyst), CFA Institute – Ongoing since 2020.
• CPA (Certified Public Accountant) – Israel, 2018.
• Advanced Excel and Financial Modeling Certification, Tel Aviv University Executive Education – 2019.
• ISO 31000 Risk Management Certification – 2021.

Skills

• Financial Analysis: Budgeting, forecasting, variance analysis, and KPI tracking.
• Data Analytics: Proficient in Excel, Power BI, and SQL for data visualization and reporting.
• Risk Management: Experience with scenario analysis and stress testing in Israeli economic conditions.
• Software Tools: SAP, QuickBooks, Bloomberg Terminal.
• Languages: Hebrew (fluent), English (proficient), Arabic (basic).

Professional Affiliations

• Member of the Israel Financial Analysts Association (IFAA) – 2017–Present.
• Volunteer Financial Mentor at TechCena, Tel Aviv – 2019–Present.

Projects and Achievements

Israeli Tech Sector Report (2023)

Lead analyst in a collaborative study with the Tel Aviv Stock Exchange, identifying growth trends in cybersecurity and AI startups. Published in the Israel Economic Review.

Sustainable Finance Initiative

Developed a framework for ESG (Environmental, Social, Governance) integration at VentureTech Solutions Ltd., aligning with global standards and enhancing the company’s reputation in Tel Aviv’s green finance sector.

References

Available upon request. Contact: [email protected]