Dana Winkler

CFO at SPRING VENTURES by Aviv Refuah
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
IL
Languages
  • Hebrew -
  • English -
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • CPA ACCOUNTANT
    -

Experience

  • SPRING VENTURES by Aviv Refuah
    • CFO
      • Sep 2018 - Present

      Publicly traded in TLV Stock Exchange (TASE: SPRG), Holding Company. Spring investment objective is to seek a long-term capital appreciation by investing in a diversified portfolio, while taking advantage of technology-based platforms and global market trends. Publicly traded in TLV Stock Exchange (TASE: SPRG), Holding Company. Spring investment objective is to seek a long-term capital appreciation by investing in a diversified portfolio, while taking advantage of technology-based platforms and global market trends.

  • Meteo-Logic
    • Israel
    • Financial Services
    • 1 - 100 Employee
    • CFO
      • Jul 2020 - Feb 2023

      • Establishing Cayman Hedge Fund • Raising Capital in both Private equity, SH investments and SAFE • Develop and Execute the Financial strategy. • Driving deals closure. • Collaborate with the executive team in all aspects. • Establishing financial structure and operating cadence for the company • Dealing with planning, managing, controlling, and operating all financial aspects of the company • Full responsibility and signature authority with banks, cash, credit… Show more • Establishing Cayman Hedge Fund • Raising Capital in both Private equity, SH investments and SAFE • Develop and Execute the Financial strategy. • Driving deals closure. • Collaborate with the executive team in all aspects. • Establishing financial structure and operating cadence for the company • Dealing with planning, managing, controlling, and operating all financial aspects of the company • Full responsibility and signature authority with banks, cash, credit, insurances, etc. • Legal – coordinate legal processes and execution documents, HR policies and Employee documents. • Performed financial management, strategic analysis, corporate and business development. Show less • Establishing Cayman Hedge Fund • Raising Capital in both Private equity, SH investments and SAFE • Develop and Execute the Financial strategy. • Driving deals closure. • Collaborate with the executive team in all aspects. • Establishing financial structure and operating cadence for the company • Dealing with planning, managing, controlling, and operating all financial aspects of the company • Full responsibility and signature authority with banks, cash, credit… Show more • Establishing Cayman Hedge Fund • Raising Capital in both Private equity, SH investments and SAFE • Develop and Execute the Financial strategy. • Driving deals closure. • Collaborate with the executive team in all aspects. • Establishing financial structure and operating cadence for the company • Dealing with planning, managing, controlling, and operating all financial aspects of the company • Full responsibility and signature authority with banks, cash, credit, insurances, etc. • Legal – coordinate legal processes and execution documents, HR policies and Employee documents. • Performed financial management, strategic analysis, corporate and business development. Show less

  • BondIT
    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • VP Finance
      • Sep 2018 - Sep 2020

      BondIT is the only algo-advice solution for bond portfolios managers and advisors. BondIT empowers fixed income investment managers with data-driven portfolio construction, optimization, rebalance, analysis and monitoring capabilities. The SaaS platform and easy- to-use interface makes the solution highly accessible • Establishing financial structure and operating cadence for the company • Establishing new entities (Singapore, USA, HK etc.) • Raising Capital in both Private… Show more BondIT is the only algo-advice solution for bond portfolios managers and advisors. BondIT empowers fixed income investment managers with data-driven portfolio construction, optimization, rebalance, analysis and monitoring capabilities. The SaaS platform and easy- to-use interface makes the solution highly accessible • Establishing financial structure and operating cadence for the company • Establishing new entities (Singapore, USA, HK etc.) • Raising Capital in both Private equity and SH investments and SAFE • Raised grants, and prepared OCS applications and reports tenders as well. • Dealing with planning, managing, controlling, and operating all financial aspects of the company • Full responsibility and signature authority with banks, cash, credit, insurances, etc. • Legal – coordinate legal processes and execution documents, HR policies and Employee documents. • Performed financial management, strategic analysis, corporate and business development. Show less BondIT is the only algo-advice solution for bond portfolios managers and advisors. BondIT empowers fixed income investment managers with data-driven portfolio construction, optimization, rebalance, analysis and monitoring capabilities. The SaaS platform and easy- to-use interface makes the solution highly accessible • Establishing financial structure and operating cadence for the company • Establishing new entities (Singapore, USA, HK etc.) • Raising Capital in both Private… Show more BondIT is the only algo-advice solution for bond portfolios managers and advisors. BondIT empowers fixed income investment managers with data-driven portfolio construction, optimization, rebalance, analysis and monitoring capabilities. The SaaS platform and easy- to-use interface makes the solution highly accessible • Establishing financial structure and operating cadence for the company • Establishing new entities (Singapore, USA, HK etc.) • Raising Capital in both Private equity and SH investments and SAFE • Raised grants, and prepared OCS applications and reports tenders as well. • Dealing with planning, managing, controlling, and operating all financial aspects of the company • Full responsibility and signature authority with banks, cash, credit, insurances, etc. • Legal – coordinate legal processes and execution documents, HR policies and Employee documents. • Performed financial management, strategic analysis, corporate and business development. Show less

  • Arava Power Company
    • Renewable Energy Semiconductor Manufacturing
    • 1 - 100 Employee
    • VP Finance
      • Jul 2017 - Aug 2018

      Arava Meshakim & Partners - an Israel's leading solar developer in Mid-Size and Large-Size solar fields using Photovoltaic technology. (A Subsidiary of Arava Power Company) • Fundraising for current and project activities • Finance closing for big project of $50M. • Shareholders reports & key member. • Partnership leading activity • Full responsibility and signature authority with banks, cash, credit, insurances, etc. • Formulated and reviewed all… Show more Arava Meshakim & Partners - an Israel's leading solar developer in Mid-Size and Large-Size solar fields using Photovoltaic technology. (A Subsidiary of Arava Power Company) • Fundraising for current and project activities • Finance closing for big project of $50M. • Shareholders reports & key member. • Partnership leading activity • Full responsibility and signature authority with banks, cash, credit, insurances, etc. • Formulated and reviewed all business agreements contracts, including negotiation with banks. Show less Arava Meshakim & Partners - an Israel's leading solar developer in Mid-Size and Large-Size solar fields using Photovoltaic technology. (A Subsidiary of Arava Power Company) • Fundraising for current and project activities • Finance closing for big project of $50M. • Shareholders reports & key member. • Partnership leading activity • Full responsibility and signature authority with banks, cash, credit, insurances, etc. • Formulated and reviewed all… Show more Arava Meshakim & Partners - an Israel's leading solar developer in Mid-Size and Large-Size solar fields using Photovoltaic technology. (A Subsidiary of Arava Power Company) • Fundraising for current and project activities • Finance closing for big project of $50M. • Shareholders reports & key member. • Partnership leading activity • Full responsibility and signature authority with banks, cash, credit, insurances, etc. • Formulated and reviewed all business agreements contracts, including negotiation with banks. Show less

  • Plasan
    • Director of Finance
      • Oct 2010 - Feb 2017

      Plasan is a defense contractor specializing in the manufacturing of advanced structural composite components and protective armor systems for military and commercial use. Responsibillities include: • M&A processes and post – acquisition activities • Establishing Entities and new Activities • Led M&A processes, due diligence of acquisition targets and post-acquisition integration activities • Prepared business plans to evaluate new/target opportunities and fields to… Show more Plasan is a defense contractor specializing in the manufacturing of advanced structural composite components and protective armor systems for military and commercial use. Responsibillities include: • M&A processes and post – acquisition activities • Establishing Entities and new Activities • Led M&A processes, due diligence of acquisition targets and post-acquisition integration activities • Prepared business plans to evaluate new/target opportunities and fields to penetrate • Advised executive managers on new business opportunities with data to support go/no-go decisions • Finance executive in Budget, Control, Planning, • Raising grants, OCS applications submissions & reports. • Responsible for the current cash and financial activities of the subsidiaries abroad (USA & ROW) • CFO of a a startup (Transferring Knowledge to Technology) in Israel • Preparing DD for few opportunities to purchase • Arranging a setup of local subsidiaries worldwide (USA, Europe, Brazil) and CFO • Kick off and setup of joint ventures • Preparing the Internal reports & Consolidating • Preparing Business Plans of new opportunities and new fields to penetrate. • Overseeing Budgets , Financial trends, forecasting needs of Subsidiaries, JV's & advice to executive managers for new business opportunities (for Go/ No go decisions) • Building strong strategic partnership • Taking part of efficiency in the company Show less Plasan is a defense contractor specializing in the manufacturing of advanced structural composite components and protective armor systems for military and commercial use. Responsibillities include: • M&A processes and post – acquisition activities • Establishing Entities and new Activities • Led M&A processes, due diligence of acquisition targets and post-acquisition integration activities • Prepared business plans to evaluate new/target opportunities and fields to… Show more Plasan is a defense contractor specializing in the manufacturing of advanced structural composite components and protective armor systems for military and commercial use. Responsibillities include: • M&A processes and post – acquisition activities • Establishing Entities and new Activities • Led M&A processes, due diligence of acquisition targets and post-acquisition integration activities • Prepared business plans to evaluate new/target opportunities and fields to penetrate • Advised executive managers on new business opportunities with data to support go/no-go decisions • Finance executive in Budget, Control, Planning, • Raising grants, OCS applications submissions & reports. • Responsible for the current cash and financial activities of the subsidiaries abroad (USA & ROW) • CFO of a a startup (Transferring Knowledge to Technology) in Israel • Preparing DD for few opportunities to purchase • Arranging a setup of local subsidiaries worldwide (USA, Europe, Brazil) and CFO • Kick off and setup of joint ventures • Preparing the Internal reports & Consolidating • Preparing Business Plans of new opportunities and new fields to penetrate. • Overseeing Budgets , Financial trends, forecasting needs of Subsidiaries, JV's & advice to executive managers for new business opportunities (for Go/ No go decisions) • Building strong strategic partnership • Taking part of efficiency in the company Show less

  • novoGI
    • United States
    • Medical Equipment Manufacturing
    • 1 - 100 Employee
    • CFO
      • Feb 2004 - Feb 2009

      Start up in the medical devise field Responsibilities include: Dealing with TASE IPO for raising public money, • Established financial structure and operating cadence for the company • Raising Capital in both Public & Private equity as well from Strategic Partners. • Key member of the executive management team and a strategic partner and advisor to the CEO • Dealt with TASE IPO for raising public money • Generated US GAAP reports for handling both a Delaware (holding)… Show more Start up in the medical devise field Responsibilities include: Dealing with TASE IPO for raising public money, • Established financial structure and operating cadence for the company • Raising Capital in both Public & Private equity as well from Strategic Partners. • Key member of the executive management team and a strategic partner and advisor to the CEO • Dealt with TASE IPO for raising public money • Generated US GAAP reports for handling both a Delaware (holding) company and subsidiary in Israel • Dealt with planning, managing, controlling, and operating all financial aspects of the company. • Recruiting and managing a finance department including bookkeeping. Show less Start up in the medical devise field Responsibilities include: Dealing with TASE IPO for raising public money, • Established financial structure and operating cadence for the company • Raising Capital in both Public & Private equity as well from Strategic Partners. • Key member of the executive management team and a strategic partner and advisor to the CEO • Dealt with TASE IPO for raising public money • Generated US GAAP reports for handling both a Delaware (holding)… Show more Start up in the medical devise field Responsibilities include: Dealing with TASE IPO for raising public money, • Established financial structure and operating cadence for the company • Raising Capital in both Public & Private equity as well from Strategic Partners. • Key member of the executive management team and a strategic partner and advisor to the CEO • Dealt with TASE IPO for raising public money • Generated US GAAP reports for handling both a Delaware (holding) company and subsidiary in Israel • Dealt with planning, managing, controlling, and operating all financial aspects of the company. • Recruiting and managing a finance department including bookkeeping. Show less

  • Comverse Technology, Inc.
    • United States
    • Telecommunications
    • 1 - 100 Employee
    • CFO
      • Dec 1998 - Feb 2004

      Subsidiary of Comverse Technology Inc. named Telemesser Ltd. • Member of company's senior management team that is responsible for setting company's business goals and the ways to achieve these goals. • Full responsibility on the financial activities and department (Balances, reports, Cash flow, Budgets, current activity, HR files and agreements). Have signature rights. • Helping in forming new subsidiaries, as well as guide and control their financial activities with regard to… Show more Subsidiary of Comverse Technology Inc. named Telemesser Ltd. • Member of company's senior management team that is responsible for setting company's business goals and the ways to achieve these goals. • Full responsibility on the financial activities and department (Balances, reports, Cash flow, Budgets, current activity, HR files and agreements). Have signature rights. • Helping in forming new subsidiaries, as well as guide and control their financial activities with regard to their budgets. • Responsible for issuing consolidation reports in various currencies. • Reporting to parent company (American public company) on Q’s and annual basis (according to US GAAP) • Involvement in forming business alliances and in allocation of new investors. • Active role in a merge process of the company with a British Hi-tech company. • Negotiating with institutions like Banks, funds, etc. • Managing company's training plan and acting as the management member that is responsible for the implementation of company's quality policy and procedures, implementing and using the ISO. • Formulating employee's personal contracts and their personal HR files. • Formulating and examining agreements and contracts Show less Subsidiary of Comverse Technology Inc. named Telemesser Ltd. • Member of company's senior management team that is responsible for setting company's business goals and the ways to achieve these goals. • Full responsibility on the financial activities and department (Balances, reports, Cash flow, Budgets, current activity, HR files and agreements). Have signature rights. • Helping in forming new subsidiaries, as well as guide and control their financial activities with regard to… Show more Subsidiary of Comverse Technology Inc. named Telemesser Ltd. • Member of company's senior management team that is responsible for setting company's business goals and the ways to achieve these goals. • Full responsibility on the financial activities and department (Balances, reports, Cash flow, Budgets, current activity, HR files and agreements). Have signature rights. • Helping in forming new subsidiaries, as well as guide and control their financial activities with regard to their budgets. • Responsible for issuing consolidation reports in various currencies. • Reporting to parent company (American public company) on Q’s and annual basis (according to US GAAP) • Involvement in forming business alliances and in allocation of new investors. • Active role in a merge process of the company with a British Hi-tech company. • Negotiating with institutions like Banks, funds, etc. • Managing company's training plan and acting as the management member that is responsible for the implementation of company's quality policy and procedures, implementing and using the ISO. • Formulating employee's personal contracts and their personal HR files. • Formulating and examining agreements and contracts Show less

  • University of Derby
    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Lecturer
      • 1997 - 2001

      for BA degree - 1st year students at "financial and business first steps" for BA degree - 1st year students at "financial and business first steps"

Education

  • Bar-Ilan University
    MA, Law
    2003 - 2004
  • Hamaslool Ha'akademi shel Hamichlala Leminhal
    CPA, Accounting and Business/Management
    1993 - 1996

Community

You need to have a working account to view this content. Click here to join now