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Isaak Israel

@isaakisrael

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Senior Finance Manager delivering actionable insights and process improvements.

United States

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What I'm looking for

I seek a role that fosters growth, encourages innovation, and values strategic financial insights.

I am a Senior Finance Manager with extensive experience in enhancing processes and delivering actionable insights to senior management. My career spans reputable firms such as Celsius Network, Goldman Sachs, and Bank of America, where I have honed my skills in financial modeling, profit and loss analysis, and management reporting. I pride myself on my ability to communicate complex financial concepts clearly, ensuring that all levels of management understand the risks and solutions pertinent to our financial strategies.

Throughout my career, I have achieved significant milestones, such as building financial models for over $250M in venture capital investments and streamlining P&L processes to save valuable time for my teams. My expertise extends to a wide range of financial products, including derivatives and crypto assets. I have consistently contributed to improving efficiency and accuracy in financial reporting, which has led to better decision-making and enhanced financial performance for the organizations I have worked with.

Experience

Work history, roles, and key accomplishments

Senior Finance Manager

Celsius Network

Jan 2022 - Jan 2024 (2 years)

Built and maintained financial models to value over $250M of venture capital investments, debt, and convertible notes monthly, presenting to senior management to maximize asset sale proceeds. Streamlined weekly management P&L commentary and PowerPoint slides for various business lines, providing key financial insights and recommendations for senior leadership and external stakeholders.

Financial Modeling Valuation Revenue Forecasting Cash Flow Forecasting P&L management Process Automation Management Reporting Cross Functional Collaboration Journal Entries Financial Analysis

CMBS Market Risk / Product Controller

Natixis USA

Jan 2021 - Jan 2022 (1 year)

Automated and re-engineered the CMBS P&L process using SQL and VBA, saving one hour daily. Generated daily VAR and stress VAR reports for CMBS and CMBX positions, providing expertise on certification of Greeks, P&L, and sensitivities to different risk factors.

SQL VBA Risk Management Product Control Data Analysis Derivatives

Enterprise Risk Manager

Bank Leumi USA

Jan 2021 - Jan 2021 (0 months)

Generated quarterly risk PowerPoint presentations for the Board of Directors, covering enterprise and market risk. Enhanced market risk management by updating daily investment portfolio limits to incorporate issuer and CUSIP limits, validating daily valuations of fixed income investment portfolios.

Enterprise Risk Management Valuation PowerPoint Compliance Financial Analysis Risk Assessment

Project Manager / Financial Excel Specialist

Broadridge Financial Solutions / UBS

Jan 2020 - Jan 2021 (1 year)

Managed project timelines for 50 product managers involved in the development of the UBS Wealth Management platform. Re-engineered formulas in the status report used to analyze significant milestones, increasing efficiency by 50%.

Project Management Financial Analysis Excel Wealth Management Process Improvement Data Analysis Reporting Stakeholder Management Product Development

Assistant Vice President/ BFC Product Associate

Bank of America

Jan 2016 - Jan 2020 (4 years)

Managed a Summit system overhaul, running UAT scripts and collaborating with various departments, resulting in $3.5M in savings and decreased operational risk. Re-engineered the daily P&L process for a $12.5B structured notes and derivative portfolio using VBA macros and updated formulas, saving 1.5 hours per day.

VBA Structured Notes Derivatives System Implementation UAT Market Commentary Financial Analysis

Commercial Loan Sales and Trading Analyst

Mission Capital Advisors, LLC

Jan 2015 - Jan 2016 (1 year)

Assisted in closing nine deals, including NPL and REO sales, by preparing asset valuation analysis, DCF models, and data tapes. Raised $150M of private equity capital for originating subprime mortgages by building a leveraged IRR/NPV analysis model.

Valuation DCF Modeling Private Equity Financial Analysis Data Analysis Closing Capital Raising IRR Analysis

Liquid Markets Analyst

Fortress Investment Group

Jan 2014 - Jan 2015 (1 year)

Re-engineered the quarterly performance report for Fortress Partners Fund investors, increasing efficiency by 75%. Generated daily P&L summaries for six Portfolio Managers through price verification, position reconciliation, and P&L analysis, ensuring accurate risk metrics and live pricing for an $8B macro fund.

P&L management performance reporting Position Reconciliation Investment Management Financial Reporting Efficiency Improvement Data Analysis

Private Bank Finance Analyst

Goldman Sachs

Jan 2010 - Jan 2014 (4 years)

Rebuilt the DCF model for a $3.5B residential mortgage portfolio utilizing VBA, amplifying efficiency and accuracy by 95%. Launched a variance commentary report that provided senior management with driving factors for P&L / balance sheet growth, reducing variance inquiries by 80%.

DCF Modeling VBA P&L management Financial Reporting Mortgage Portfolio Data Analysis