Functional Skills
M&A Support
Financial Modeling
Financial Due Diligence
Investor Relations
Primary Research
Software Skills
PowerBI
Microsoft Excel Macros
Microsoft Excel
Microsoft PowerPoint
Dynamics 365
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Real Estate
Retail
Languages
English
Spanish
French
Hebrew
Portuguese
Notable Clients
Altaris
Apollo
Kindeva
Pfizer
Experience
Electro International (Tower affiliate)
Start-Up
Deputy CEO
1/2012 - 5/2015
Involved in all aspects of the business: management, logistics, purchases, sales, tax optimization, investment of proprietary assets, human resources.
Preparation of budgets, forecasts, cash flow reporting, financial modeling and expense analysis.
Preparation of budgets, forecasts, cash flow reporting, financial modeling and expense analysis.
Towerbank
Corporate Strategy & Development
CFO
12/2008 - 1/2015
Personal consultant to Chairman and CEO on matters of profitability and other businesses related to the family. Board member for all businesses, including: TowerBank, Perfumerias Unidas (largest perfume retailer in Peru), Intelisis (largest local ERP in Mexico), BrainWorks (learning software solution).
• Direct financial analysis of the bank’s operations resulting in credit rating increase, from A to A+, making it the highest privately funded local bank in the country.
• Evaluate M&A
• Direct financial analysis of the bank’s operations resulting in credit rating increase, from A to A+, making it the highest privately funded local bank in the country.
• Evaluate M&A
Gazit Globe - $18Bln RE Private Equity
Finance
VP of M&A
4/2006 - 1/2009
11 Bln Real Estate Private Equity Firm, with operations in North & South America; Western Europe and Asia.
Conducted valuation, acquisition and transactions or major retail properties throughout Latin America and Southeastern US.
Conducted valuation, acquisition and transactions or major retail properties throughout Latin America and Southeastern US.
Goldman Sachs, JP Morgan & Bear Stearns
Finance
Analyst & Associate
12/1997 - 7/2004
Investment Banking (Goldman & JPM) & Equity Research (Bear Stearns)