Quotation Estimate Financial Analyst in Israel Tel Aviv –Free Word Template Download with AI

Quotation Date	June 15, 2025	Validity Period	30 Calendar Days
Prepared By	Meridian Advisory Group Ltd.	Currency	Israeli New Shekel (ILS / ₪)
Client Name	[Client Company Name]	Client Location	Tel Aviv-Yafo, Israel
Service Category	Financial Analyst – Full Engagement	Engagement Duration	12 Months (Renewable)

This Quotation Estimate is issued by Meridian Advisory Group Ltd. to provide a comprehensive and transparent cost breakdown for the engagement of a dedicated Financial Analyst to support the client's operations in Israel Tel Aviv. The Financial Analyst will be embedded within the client's finance department and will deliver strategic financial reporting, forecasting, variance analysis, and investment evaluation services tailored to the unique regulatory and market environment of Israel Tel Aviv. This Quotation Estimate reflects all applicable professional fees, statutory contributions, and operational costs associated with deploying a qualified Financial Analyst in the Israel Tel Aviv metropolitan area.

The Financial Analyst engaged under this Quotation Estimate will perform the following core responsibilities within the Israel Tel Aviv business environment:

Monthly, quarterly, and annual financial reporting in compliance with Israeli GAAP and IFRS standards as mandated by the Israel Securities Authority.
Preparation of detailed cash flow projections, budget variances, and rolling forecasts for the Israel Tel Aviv regional office.
Conducting cost-benefit analyses and return-on-investment (ROI) assessments for capital expenditure projects.
Monitoring and reporting on foreign exchange exposure related to USD, EUR, and ILS transactions common in the Israel Tel Aviv tech and trade sectors.
Supporting the CFO and executive team with ad-hoc financial modeling and scenario planning.
Preparing board-level presentations and investor reports aligned with the expectations of the Tel Aviv Stock Exchange (TASE) where applicable.
Collaborating with internal audit and tax compliance teams to ensure adherence to Israeli tax law (Income Tax Ordinance) and VAT regulations.

#	Description of Service / Item	Frequency	Unit Rate (ILS)	Annual Total (ILS)
1	Financial Analyst – Base Professional Fee (Senior Level, 5+ years experience, fluent in Hebrew and English)	Monthly	₪ 32,500	₪ 390,000
2	Statutory Employer Contributions (Bituach Leumi, Health Insurance, Severance Fund – Nidach)	Monthly	₪ 8,125	₪ 97,500
3	Professional Liability & Errors/Omissions Insurance (Financial Analyst coverage)	Annual	—	₪ 12,000
4	Workstation & Software Licensing (Bloomberg Terminal access, SAP/Oracle modules, Excel add-ins)	Monthly	₪ 4,200	₪ 50,400
5	Office Space Allocation – Israel Tel Aviv (Dedicated desk in Ramat Gan / Tel Aviv CBD satellite office)	Monthly	₪ 3,800	₪ 45,600
6	Compliance & Regulatory Advisory (Israel Securities Authority filings, TASE reporting support)	Quarterly	₪ 6,500	₪ 26,000
7	Continuing Professional Development (CFA/CPA Israel certification maintenance, industry seminars in Tel Aviv)	Annual	—	₪ 8,500
8	Project Management & Account Supervision Fee (Meridian Advisory Group)	Monthly	₪ 2,875	₪ 34,500
TOTAL ANNUAL ESTIMATE (Excl. VAT 18%)				₪ 664,500
VAT (18% – Israel Value Added Tax)				₪ 119,610
GRAND TOTAL (Incl. VAT)				₪ 784,110

4.1 This Quotation Estimate is valid for a period of thirty (30) calendar days from the date of issue. Beyond this period, rates may be subject to revision based on prevailing market conditions in Israel Tel Aviv and changes in statutory contribution percentages.

4.2 The Financial Analyst will be engaged under a service agreement governed by the laws of the State of Israel. Any disputes arising from this engagement shall be subject to the exclusive jurisdiction of the competent courts in Tel Aviv, Israel.

4.3 Payment terms: 50% of the monthly fee shall be due within 14 days of invoice issuance. Invoices are issued on the 1st of each calendar month. Late payments shall accrue interest at the rate of 1.5% per month as per Israeli commercial law.

4.4 The client reserves the right to terminate the engagement with a 60-day written notice. In the event of early termination, a pro-rata settlement of all committed costs (including severance obligations under Israeli labor law) shall apply.

4.5 All financial data, models, and reports produced by the Financial Analyst shall remain the exclusive intellectual property of the client. Meridian Advisory Group Ltd. shall maintain strict confidentiality in accordance with the Israeli Privacy Protection Law, 5741-1981.

4.6 This Quotation Estimate does not constitute a binding contract until formally accepted in writing by both parties and countersigned by an authorized representative.

4.7 All rates quoted are in Israeli New Shekels (ILS). Where the client operates in multiple currencies, FX conversion shall be based on the Bank of Israel's official rate on the date of invoice.

By signing below, the client acknowledges receipt of this Quotation Estimate for Financial Analyst services in Israel Tel Aviv and agrees to the terms, conditions, and pricing outlined herein.

For Meridian Advisory Group Ltd. (Provider)

Name: ___________________________
Title: Managing Director
Signature: _______________________
Date: ___________________________

For [Client Company Name] (Client)

Name: ___________________________
Title: ___________________________
Signature: _______________________
Date: ___________________________ ⬇️ Download as DOCX Edit online as DOCX

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