Invoice Financial Analyst in Israel Tel Aviv –Free Word Template Download with AI
45 Dizengoff Center, Floor 12
Tel Aviv-Yafo, Israel 6500001
VAT No. 51-804-321-76
Phone: +972-3-621-4580
Email: [email protected]
Billed To
Client Name: Horizon Capital Partners Ltd.
Address: 12 Rothschild Boulevard
Tel Aviv-Yafo, Israel 6390300
VAT No.: 51-622-984-13
Contact: Mr. David Levi, CFO
Email: [email protected]
Service Provider
Consultant: Dr. Sarah Ben-Ami
Role: Senior Financial Analyst
License No.: FA-IL-2019-00342
Address: 45 Dizengoff Center, Floor 12
Tel Aviv-Yafo, Israel 6500001
Email: [email protected]
| # | Description of Financial Analyst Services | Period | Hours | Rate (ILS) | Amount (ILS) |
|---|---|---|---|---|---|
| 1 | Comprehensive financial modeling and valuation analysis for Horizon Capital Partners' Q2 portfolio restructuring. The Financial Analyst prepared discounted cash flow models, sensitivity analyses, and scenario projections aligned with Israeli Securities Authority (ISA) reporting standards. | May 2025 | 48 | 1,250 | 60,000.00 |
| 2 | Preparation of monthly financial statements and variance analysis reports. The Financial Analyst conducted in-depth ratio analysis, liquidity assessments, and profitability evaluations for the client's operating subsidiaries registered in Israel Tel Aviv and Haifa. | May 2025 | 32 | 1,250 | 40,000.00 |
| 3 | Regulatory compliance review and risk assessment in accordance with Bank of Israel guidelines. The Financial Analyst performed stress testing on the client's credit exposure, evaluated counterparty risk, and delivered a written compliance memorandum for internal audit purposes. | May 2025 | 24 | 1,400 | 33,600.00 |
| 4 | Ad-hoc advisory session on capital allocation strategy and M&A due diligence support. The Financial Analyst provided real-time analytical support during three board meetings held in the client's Tel Aviv headquarters, including preparation of executive summaries and presentation materials. | May 2025 | 16 | 1,500 | 24,000.00 |
| 5 | Development of a 12-month forward-looking financial forecast incorporating Israeli macroeconomic indicators, shekel exchange rate projections, and sector-specific growth assumptions for the technology and real estate verticals in Israel Tel Aviv. | May 2025 | 20 | 1,250 | 25,000.00 |
| Subtotal (Excl. VAT) | 182,600.00 ILS |
| VAT @ 18% (Israeli Value Added Tax) | 32,868.00 ILS |
| Withholding Tax (15% on professional services) | (27,390.00) ILS |
| Net Amount Due | 188,078.00 ILS |
Payment Terms & Instructions
This Invoice is payable within thirty (30) calendar days from the issue date, no later than 15 July 2025. Payment shall be made in New Israeli Shekels (ILS / NIS) via bank transfer to the following account:
Bank: Bank Leumi, Tel Aviv Branch
Account Name: Meridian Financial Advisory Group Ltd.
Account No.: 010-445-882-103
IBAN: IL16 0100 0000 0004 4588 2103
Reference: Invoice No. MFA-2025-0487
Please note that a late payment penalty of 1.5% per month (or the statutory rate as prescribed by the Israeli Late Payment Law, 5761-2001) will be applied to any outstanding balance beyond the due date. This Invoice is issued in full compliance with the Israeli VAT Law, 5736-1975, and all applicable tax regulations governing professional services rendered in Israel Tel Aviv.
Additional Notes & Terms
1. This Invoice covers all Financial Analyst services rendered by Dr. Sarah Ben-Ami during the period of 1 May 2025 through 31 May 2025. No additional fees or expenses are included beyond those itemized above.
2. All analytical work, financial models, and reports delivered under this engagement remain the intellectual property of Meridian Financial Advisory Group until full payment of this Invoice is received.
3. The Financial Analyst services described herein were performed in strict adherence to the Israeli Institute of Certified Public Accountants (ICPA) code of ethics and professional conduct standards.
4. Should the client require any clarification regarding the line items on this Invoice, please contact our billing department at [email protected] or by telephone at +972-3-621-4580, Monday through Friday, 09:00–17:00 Israel Standard Time (IST).
5. This Invoice is valid for a period of one (1) year from the issue date. After this period, the client may be required to reissue the payment reference in accordance with Israeli commercial law.
6. All disputes arising from this Invoice shall be subject to the exclusive jurisdiction of the competent courts in Tel Aviv-Yafo, Israel, in accordance with the laws of the State of Israel.
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