Pleasure Meeting You!
Join Me on My Professional Journey
Phone: +972-546617140
I'm Liad, a Financial and Business Analyst with a background in company valuation, investment analysis and business consulting. Proven track record in leading due diligence processes, assessing investment opportunities, and negotiating terms. Adept at advising early-stage entrepreneurs on fundraising strategies, business plans, and financial forecasts. Strong business acumen, coupled with excellent interpersonal skills. Seeking new challenges to apply expertise and contribute to business success.
Always welcoming new connections!
PROFESSIONAL EXPERIENCE
Business Cosultant
Self-Employed
Tel Aviv, IL
-
Spearheaded strategic advisory for early-stage entrepreneurs specializing in comprehensive fundraising strategies.
-
Developed robust business plans, financial forecasts, and investor decks.
-
Meticulous preparation for investor meetings.
-
Actively contributing to defining Key Performance Indicators that align with the goals of the business. Enhance the ability to measure and achieve strategic objectives.
2022 - Present
Lead Financial and Business Analyst
Pipelbiz
Tel Aviv, IL
-
Led due-diligence projects A-Z, overseeing the comprehensive assessment of investment opportunities.
-
Conducted interviews with entrepreneurs, analyzed ventures, and reviewed both financial and legal documents.
-
Delivered presentations of ventures to the investment committee, exerting a significant influence on the decision-making process.
2021 - 2023
Valuation Analyst
Scube of IBI
Tel Aviv, IL
-
Led company valuation projects end to end, for both private (early-stage startups) and public companies, utilizing diverse valuation methods.
-
Fostered direct engagement and negotiation with C-level clients, managing relationships effectively.
-
Coordinated seamlessly with third-party advisors including law firms and consultancy firms.
2019-2021
EDUCATION
Eada Business School
Master’s in Finance
Barcelona, ES.
2018-2019
Buckingham University
Bachelor of Science in Financial Management with focus on Finance
Budapest, HU.
2014-2017
SKILLS & EXPERTISE
Negotiation Expertise
Throughout my career I was involved and led multiple negotiations. Negotiated valuations and term sheets with entrepreneurs, showcasing strong negotiation skills and securing favorable terms for the organization.
Due Diligence Leadership
Led due-diligence processes and investment assessments, contributing to the identification and selection of profitable investment opportunities for the organization.
Business Consultancy
Proven ability to advise early-stage entrepreneurs on fundraising strategies, business plans, and financial forecasts as well as, effective communication with C-level clients.
Financial Analysis and Modeling
Expertise in conducting in-depth financial analysis and developing robust financial models. Also, experienced in variety of market research methodologies.