Jared Benjamin Ziegler
Economics, Finance, Accounting
Modi‘in Makkabbim Re‘ut
Summary
Accomplished professional with expertise in data analysis, budget development, and communication to management and clients. Strong sales and marketing orientation, self-motivated, and results-driven. Outgoing and approachable, fostering strong customer relationships that encourage trust and repeat business.
Overview
8
8
years of professional experience
3
3
years of post-secondary education
Work History
Senior Associate
KPMG Deal Advisory Department
04.2021 - Current
- Led budget development and provided monthly performance updates.
- Created accurate forecasts and established key performance indicators (KPIs).
- Developed business plans for funding rounds and conducted economic analyses.
- Conducted in-depth economic analyses and provided strategic consultation to senior management
- Assisting corporations with valuation of OTC derivatives, embedded derivatives, complex derivatives, earn-out and other complex securities.
- Authoring and editing reports in both English and Hebrew documenting calculations, methodology and results.
- Trained and supported new team members, maintaining culture of collaboration. Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
- Managed client relations through communication and helpful interactions.
Manager / Trader
Frazier Financial Advisors
02.2018 - 08.2020
- Established trading framework for equities and derivatives.
- Performed analysis of large data sets on variety of trading data.
- Developed trading strategies to maximize returns on investments.
- Developed financial projections and forecasts to guide investment decisions.
- Successfully managed budgets and allocated resources to maximize productivity and profitability and reduce trading cost and slippage.
- Created daily market recaps and profit and loss information to management at close of each trading day.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
Assistant Controller/ Analyst
Exigent Management, Boutique Investment House
01.2017 - 07.2018
- Prepared reports for Controller and external Auditor.
- Calculated Fund returns, including Profit and Loss reports
- Prepared Investors Distributions, and Monthly Tear Sheets
- Managed back office for Equity traders as well as aided with calculations and research.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Calculated traders commissions based on established parameters and disbursed payments.
Education
Israel Securities Authority Portfolio Managers - Stock Market
Israel Securities Authority
Tel Aviv, TA 01.2019 - 08.2019
B.Sc. - Economics, Finance And Marketing
Hebrew University
Jerusalem, JM 10.2013 - 07.2016
Skills
Financial Modeling
Process Implementation
Budgeting and Forecasting
Financial statements expertise
Relationship building
Sales expertise
Data analytics
Excellent verbal and written communication
Excellent Excel /Power Query/ Word / PPT skills
Adept in ERP systems
Timeline
Senior Associate
KPMG Deal Advisory Department
04.2021 - Current
Israel Securities Authority Portfolio Managers - Stock Market
Israel Securities Authority
01.2019 - 08.2019
Manager / Trader
Frazier Financial Advisors
02.2018 - 08.2020
Assistant Controller/ Analyst
Exigent Management, Boutique Investment House
01.2017 - 07.2018
B.Sc. - Economics, Finance And Marketing
Hebrew University
10.2013 - 07.2016
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