Sh'muel Ben Avraham

Sh’muel Ben Avraham -• - LinkedIn • Austin, Texas Fractional CFO Profile Meticulous, insightful, and resourceful professional offering substantial experience streamlining key aspects of investment / equity analysis, business development, and consultation, combined with solid expertise in financial modeling and FP&A. Professional Summary ➢ Instrumental in developing financial models, recognizing investment opportunities, and conducting future-oriented planning. ➢ Excel at inception and deployment of innovative business development initiatives to accelerate organizational growth. ➢ Capable of collaborating with cross-functional teams as well as senior management for the accomplishment of desirable goals. Areas of Expertise • Financial Planning & Analysis • Profitability Optimization • Team Leadership & Coordination • Financial Forecasting & Modeling • Risk Assessment & Management • Documentation & Reporting • Data-Driven Decision-Making • Investment Evaluation/Decision-Making • Regulatory Compliance • Cross-Functional Collaboration • Qualitative/Quantitative Analysis • Equity Assessment Career Experience Avraham Holdings, LLC – Remote Lead Consultant/Managing Member Present Facilitate the execution of financial strategies for small-to-medium size businesses as a fractional CFO through advising on process structuring and overseeing the creation/updating of financial models, projection realignment, and development of performance reports. Key Highlights: • • • • Restructure and improve monthly reporting, forecasting, headcount, and budgeting models and deliver valuable insights on FP&A for a private-equity funded SaaS startup, enabling a transparent and efficient financial reporting process. Streamline small business clients’ financial processes and enable clients to maintain liquidity by conceptualizing and composing financial dashboards in Google Sheets consisting of short-term free-cash-flow projections and project planning tools. Formulate custom metrics, marketing roadmaps, and traction forecasting models to facilitate the seamless execution of social media marketing plans for consumer goods startups. Manage sales pipeline and expand client base consisting of companies with $25M+ revenue after starting and progressing from the ground up. Nezer Incorporated – Austin, Texas Strategic Associate Steered end-to-end facets of profitable leads generation and sales closing for federal and state government customers. Key Highlights: • • Enhanced per-product profitability analysis by devising pricing models for 80+ medical / personal protective equipment. Advised management on pricing, lead generation, and trend analysis strategies to reach federal and state government procurement officers and secure government purchase orders and contracts. Page 1|2 Midland Credit Management/Encore Capital Group – Remote Legal Transaction Intern Systematized transactional contracts to support company-wide transition to a new contract management system. Key Highlights: • • Reviewed 300+ company-wide transactional contracts and strategized on logging associated meta-data, facilitating a successful migration to a new contract management system. Examined and summarized SEC regulations and public company annual reports concerning risk factor disclosure to assist lead counsel in drafting the relevant sections of the company’s annual Form 10-K SEC filing. J.P. Morgan Securities LLC – Plano, Texas Investment Professional II Supported management in improving operational efficiency by assessing call center data and facilitated client equity and debt trades. Key Highlights: • • Gathered and synthesized operational data to demonstrate opportunities for training improvements, resulting in efficiency improvements and new initiatives to improve employee onboarding. Developed a site-wide training program to improve new employee training efficacy and reduce common new hire errors. Altair Global – Plano, Texas Global Consulting Support Provided context to clients considering benefit changes due to economic and sociocultural events by developing an analysis model detailing the impacts of global trends on expatriate programs. Key Highlights: • • Constructed an analysis model detailing the impacts of global trends on clients’ expatriate programs, providing context to clients considering changes in response to shifts in international economic, socio-political, and legal environments. Collaborated on crafting recommendations to management on improving employee engagement after interviewing legacy employees, researching organizational psychology, assessing trade-offs, and conducting root cause analysis. Community Involvement Finance Manager & Operations Administrator (Austin), Etz H’Chayim Institute Education J.D. The University of Texas School of Law, Austin, Texas Involvements: Texas Venture Labs Practicum, Venture Associate Consultant Small Business and Economic Development Clinic, State Bar Qualified Law Student M.S., Finance The University of Texas at Dallas, Dallas, Texas Involvements: Founder/President, The L.O.T.U.S. Project B.S., Global Business (Suma Cum Laude) The University of Texas at Dallas, Dallas, Texas Involvements: President, Global Business Organization Page 2|2