Lee
Over my career, I've served and led several talented finance and accounting groups at top Companies across New York, Silicon Valley, Israel, and Brazil. Bom dia, gente!
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C-level finance executive and former Big 4 CPA with over 18 years of financial, operational and accounting experience in leadership roles on 3 different continents. Exposure with operations spanning several industries, including Software & SaaS, Cyber Intelligence Solutions, Enterprise and Government Communications, Manufacturing, Advertising & Ad-Tech, Insurance, and Semiconductor manufacturing.
Prior to serving as a finance leader in industry roles, Lee was an Auditor with Deloitte and served several Public, Private, and Venture Capital-backed companies in the Silicon Valley as well as in Tel Aviv, Israel.
Ophir
I'm a seasoned executive with 25 years of experience across large- and medium-sized global organizations spanning the Software & Tech, Med-Tech, AdTech, Building products and food processing sectors.
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Extensive experience with publicly traded NASDAQ companies, including as CFO and executive leader in successful IPO on the exchange. Highly experienced in Investor Relations management – quarterly earning calls, sell-side analyst communication, non-deal roadshows, and conferences. M&A experience from both buyer- and seller-side, including PMI and deal-financing.
'Management by measurement' approach of all aspects of the business with focus on data collection and analysis to provide real-time insights on business performance. Significant role in the design and implementation of successful business turnaround. Broad experience in strategic processes, planning, and modeling.
Top executive of large global teams. Directly responsible for overseeing Finance, Procurement, IT, and Legal departments. Deeply involved in Production and Supply Chain goals-setting and process-improvements. Robust business-orientation and result-driven management style.​
Guy
They call me the hands-on analytics guru, with a penchant for data and efficiencies; I've worked closely with and integrated NetSuite and several other ERP systems. Ok fine, I call myself that.
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More than 15 years of experience in consulting for tech startups – Pre-Seed through Series C – M&A and investment banking, and FP&A and process automation. Background in accounting and Big 4 experience at PwC, having audited through IPOs and restatements in the San Francisco Bay Area.
Long-time advocate of Google Workspace. Huge believer in all things FP&A – KPIs, budgeting, forecasting, margin analysis – you name it. From in-house to consultant; start-ups to big publics; domestic to international; management to individual contributor; I’ve experienced everything under the sun in the tech-space.