Yulia Levy

Chief Executive Officer at Finally Financial Control
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Contact Information
us****@****om
(386) 825-5501
Location
Center District, Israel, IL
Languages
  • English Full professional proficiency
  • Hebrew Native or bilingual proficiency
  • Russian Native or bilingual proficiency
  • Spanish Limited working proficiency
  • German Elementary proficiency

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Shoham Levy

For an MRI of your business activity and to discover the way for financial growth, ask Yulia to analyze it. Using her financial approach, she conducts a plan to save costs and tax, as well as to increase your monthly income.

Anton Shaviner

יוליה מרשימה אותי בכל פעם מחדש בשתי תכונותיה הבולטות במיוחד: מקצועיות אחראית ברמה הכי גבוהה שיש, והשקעת הנשמה לטובת הלקוח כדרך חיים. בכל פרויקט משותף אני יודע שאני יכול לסמוך על יוליה לחלוטין, ולהיות בטוח שהיא תפעל בדרך של יושרה אישית ומקצועית, חשיבה יצירתית ודבקות חסרת פשרות במטרה, ובנועם הליכות. ובשורה התחתונה - תביא תוצאות מעל ומעבר למצופה. היכולת של יוליה להמשיך ולהתמיד בהרחבת ארגז הכלים שלה תוך כדי פעילות ענפה ומרשימה - פשוט מעוררת השראה. אני ממליץ על יוליה בחום!

Tal Kadury

,ביקשתי את השירות הייעוץ של יוליה לגבי תמחור מוצר לאחר כמה פגישות הצלחנו למצוא את הנוסחה הנכונה. השירות היה מקצועי, ירדו לרמות פירוט נמוכות ולבסוף הצלחנו לתמחר את המוצר יחד. יוליה מקצועית ויש לה ידע רחב, תודה רבה טל חברת Tekio BIM Consulting

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Credentials

  • Business Mediator, Certified
    Tel Aviv University - Coller School of Management
    May, 2021
    - Nov, 2024
  • The Six Morning Habits of High Performers
    LinkedIn
    Feb, 2021
    - Nov, 2024

Experience

    • Israel
    • Financial Services
    • 1 - 100 Employee
    • Chief Executive Officer
      • Mar 2019 - Present

      Trysted Financial Advisor for Business owners Provide financial consultations, based on analysis on the financial statements and focus on improving the financial results, creating positive cashflows, growing the business and investing the reserves. Trysted Financial Advisor for Business owners Provide financial consultations, based on analysis on the financial statements and focus on improving the financial results, creating positive cashflows, growing the business and investing the reserves.

    • Co-Owner
      • Jan 2019 - Present

    • Member Board Of Directors
      • Jan 2021 - Present

      Member of Board of Directors in a Publicly traded Company in the Stock Exchange in Tel Aviv. Based on my financial and accounting background I was chosen to serve as an external director of the Board. Member of Board of Directors in a Publicly traded Company in the Stock Exchange in Tel Aviv. Based on my financial and accounting background I was chosen to serve as an external director of the Board.

    • Israel
    • Hospitals and Health Care
    • 700 & Above Employee
    • Council Member
      • Sep 2018 - Present

    • Georgia
    • Education Management
    • 1 - 100 Employee
    • Managing Partner- CPA REVIEW Department
      • Feb 2017 - Present

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Senior Tax Accountant
      • Aug 2016 - Dec 2018

      Taxation internal auditor for payroll and wage-deductions according to the Israeli taxes laws and regulations as well as calculations regarding the amounts included in the payroll coupons Taxation internal auditor for payroll and wage-deductions according to the Israeli taxes laws and regulations as well as calculations regarding the amounts included in the payroll coupons

    • Israel
    • Higher Education
    • 700 & Above Employee
    • Academic Advisor
      • Mar 2011 - Dec 2018

      •Responsible for the teaching theory and practicing of Financial Accounting according to IFRS in a class of 30 students as well as all the administrative aspects of managing the course of 42 academic hours. •Responsible for the teaching theory and practicing of Financial Accounting according to IFRS in a class of 30 students as well as all the administrative aspects of managing the course of 42 academic hours.

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Senior Auditor
      • Jan 2010 - Oct 2011

      * Responsible for external Audits and Reviews in private and publicly traded entities implementing IFRSו- US GAAP in their financial statements. Specializing in venture capital fund, investment institutions - privately held and publicly traded entities implementing IFRS, USGAAP and Israeli GAAP in their financial statements. *Responsible for planning, executing and summarizing the audit processes *Involved in Due Diligence and M&A processes and solving clients' problems and challenges with bookkeeping issues, tax reports, and more. Show less

    • United States
    • Manufacturing
    • 700 & Above Employee
    • Assistant Financial Controller
      • Aug 2009 - Jan 2010

      * Responsible for finance department including bank accounts reconciliations in 3 currencies, fixed assets management, insurance policies management, approval of exceptional invoices, and purchase orders. * Preparation of the set of monthly reports according to the USGAAP requirements * Responsible for the monthly reports to the tax authorities in Israel- V.A.T., Income tax, and deductions * Responsible for finance department including bank accounts reconciliations in 3 currencies, fixed assets management, insurance policies management, approval of exceptional invoices, and purchase orders. * Preparation of the set of monthly reports according to the USGAAP requirements * Responsible for the monthly reports to the tax authorities in Israel- V.A.T., Income tax, and deductions

    • Business Consulting and Services
    • 700 & Above Employee
    • Semi Senior Auditor
      • Aug 2006 - Aug 2008

      *Responsible for External Audits and Reviews on separated and consolidated financial reports and preparation of tax reports of Small and Medium private companies as well as Publicly traded entities implementing IFRS, US GAAP ו-ISRAELI GAAP. * Responsible for editing of Financial Statements and Tax Reports. Working independently and managing audit teams up to 4 team members. * Preparation of personal tax reports, declaration of personal capital to the Tax Authorities, Special Reports and Certifications for companies and non-profit organizations and Pro-Prime Reports. Show less

Education

  • Bar-Ilan University
    MA IN ACCOUNTING (Specialization in IFRS), IFRS
    2009 - 2011
  • Tel Aviv University - Coller School of Management
    Bachelor of Arts - BA, Business/Managerial Economics, Accounting, Management
    2004 - 2008
  • GOOGLE MOMS
    Master’s Degree, Accounting and Finance
    2009 - 2011
  • Tel Aviv University
    Bachelor’s Degree, Accounting and Business/Management + Ecomonics
    2004 - 2007

Community

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