• Performing initial vetting (inc. calls/meetings with C-suite) of prospective clients• Liaising between prospective clients and the investment team to ensure smooth and effective due diligence and execution• Upkeeping full notation of the business cycle progress on CRM• Handling negotiations with prospective clients, together with the investment management team• Collect and analyze tech companies’ financial and operational data• Perform due diligence procedures • Developed strong relationships with high value clients• Structure deals and negotiate for potential transactions• Craft memo investment reports and present to investment committees• Monitor portfolio companies on an ongoing basis• Driven and self-motivated with an ability to work independently when needed and as a core part of cross-functional teams. • Strong organisational and project management skills, including the ability to manage a large number of projects simultaneously• Managed a hedging position, executing monthly adjustments to optimize performance and mitigate risks.

• Provides financial consultancy services to a wide range of international and Israeli companies, including Hi-tech, Real Estate, Communication, Pharma, Medical Cannabis, agriculture, non-bank Financial Institution, Retail and industrial sectors.• Experienced in Company valuation (in line to the company life cycle), financial analysis and forecasts using DCF, comparable companies multiplies and precedent M&A multiplies. for varied purposes, such as M&A transactions, fundraising, financial models, business plans and financial and tax purposes. • Conducted due diligence, strategic, technological & competitive analyses and valuations.• Provides valuation for financial reporting purposes according to both IFRS and US GAAP guidance, including impairment testing, PPA and valuation of intangible assets, private companies with complex cap table, derivatives and employee stock options (ESOP).• Construct complex financial models and reporting to facilitate executive level decision making.• Manages a team of analysts - responsible for assigning tasks and reviews, employee training and provides progress guidance and performance feedback.• Involved both in organizational decision-making and in professional decisions.• Process Management - Building work plan, prioritizing projects, setting goals & monitoring activities.• Identification, monitoring and supervision of the organization's Projects

• Analyzed customer fees and identified potential for increasing customer profitability by building pricing models for future projects. • Studied client’s financial statements and made recommendations for their business and strategic decision • Responsible for client bidding proposals and project pricing. • Led annual business plans of clients and determined KPI’s to regularly monitored compliance with plan’s objectives. • Managed cash flows to mitigate expenses for customers. • Constructed and monitored compliance with all budgets and cross referenced the compliance of payments to contractual agreements. • Working from customer headquarters

• Acknowledging and resolving customer complaints regarding the mortgage loans• Keeping records of customer interactions, transactions, comments and complaints• Ensuring customer satisfaction and providing professional customer support