Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Certification
Timeline
Generic

Moshe Malal

Hamilton

Summary

I am a Business and Finance professional with expertise in business analytics, budgeting and reporting, well experienced working as part of a team of specialists or as a project leader. Growing in the Finance industry in a multinational organisation along with a high level of transferable skills makes it easier for me to quickly learn and adjust to new systems or environments and help make them more efficient. In the last decade, I was involved in a few successful projects and expand to other industries in the local market - Retail, Hospitality, Culture & Heritage and even the Academic world. I am looking for an interesting role for the long run that will benefit from my skills and experience while supporting my professional development to mutually achieve our goals together and expand.


Overview

19
19
years of professional experience
1
1
Certification

Work History

Business & Finance Controler

InsuranceBASE
05.2023 - Current
  • Simplified complex financial data for non-finance stakeholders, enabling informed decision-making across the organization.
  • Increased efficiency in resource allocation by conducting detailed business requirements analysis.
  • Facilitated change management initiatives, ensuring smooth transitions during organizational transformations.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Reduced month-end closing time by implementing efficient reconciliation processes and procedures.
  • Improved business processes by analyzing current practices and recommending optimization strategies.
  • Developed complex dashboard and reporting tools to track business performance metrics.

Financial Adviser & Risk Management

Self employed
05.2018 - Current
  • Built contingency plans to successfully handle financial emergencies.
  • Educated clients on various financial matters and provided professional recommendations on risk management opportunities, products, and services based on each clients' individual needs.
  • Coordinated ongoing efforts to strengthen risk culture and fine-tuned risk appetite.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.

Café Owner Operator

Coffix Hamilton
12.2015 - 12.2018
  • An establishment of a family business in Hamilton CBD brought a unique concept of quality and affordable hospitality services and is still a profitable business
  • Jointly owned & operated with my wife
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
  • Established robust risk mitigation strategies to safeguard against potential operational challenges or disruptions.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.

Operations Manager

Holocaust Centre of New Zealand
06.2015 - 12.2015
  • New Zealand's national leading organization in Holocaust education and remembrance
  • A fixed-term contract to Direct resource allocation efforts, maximizing utilization of personnel, materials, and equipment resources for efficient operations management.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Set, enforced, and optimized internal policies to maintain responsiveness to demands.
  • Reduced process bottlenecks by training and coaching volunteers on practices, procedures, and performance strategies.

Economic Researcher

Victoria University of Wellington
04.2014 - 05.2015
  • Reporting to the Chair in the Economics of Disasters School of Economics and Finance I was part of a team of 4-6 PhD students.
  • Conducted thorough background research on relevant topics to provide context for current studies and inform future investigations.
  • Developed instruments to collect data, including experimental documentation and survey questions.
  • Reviewed peer manuscripts prior to submission for publication, offering constructive feedback to ensure high-quality content was produced.
  • Helped senior personnel develop sound research protocols and procedures.

Budgeting & Reporting Manager

Agrexco - Carmel
09.2009 - 02.2012
  • Deputy Chief of the Budget, Planning & Control Unit, dealing with financial planning, business analysis, forecasting, budgeting, reporting and other related financial activities
  • Planned and budgeted accurately to provide business with resources needed to operate smoothly.
  • Developed business strategies to achieve business goals and stay competitive.
  • Implemented continuous improvements to the budgeting process based on feedback from department heads and finance staff.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.

Sales & Financial Analyst

Agrexco - Carmel
04.2005 - 12.2006
  • Part of a team of 4 analysts supporting the company's product managers and the budget, planning & control unit.
  • Streamlined communication between departments by creating clear, concise reports on key findings from data analyses.
  • Gathered, organized and analyzed data, resolved discrepancies, and modeled information.
  • Contributed to event marketing, sales and brand promotion.
  • Kept detailed records of daily activities through online customer database.
  • Drove adoption of new commercial resources through end user education, training and onboarding.


Education

Post Graduate Diploma - Business Analitics

University of Waikato
Hamilton
11.2023

New Zealand Certificate For Financial Services - L - Investments

Open Polytechnic of New Zealand
New Zealand
01.2024

New Zealand Certificate For Financial Services - Level 5 V2- Life & Health - Insurance And Risk Management

Strategi Institute
New Zealand
01.2020

Master of Arts - Law Studies

Bar-Ilan University
Ramat Gan, Israel
01.2010

Bachelor of Arts - Business And Managerial Economics

The Academic College of Tel Aviv-Yaffo
Tel Aviv, Israel
01.2004

Skills

  • Intelligence Analysis
  • Business Development & Process Improvement
  • Database Management
  • Needs assessments & Stakeholder Communication
  • Proficient with SQL, Python, Power BI, R ,Tableau
  • Familiar with Oracle Business Intelligence
  • KPI Tracking
  • Project Management
  • Financial Management

Hobbies and Interests

  • Parent representative for the Rototuna High Schools Board
  • Board member of the Waikato Lacrosse Association
  • Founding member of the new North Hamilton Lions club

Certification

  • Certified [Job Title], [Company Name] - [Timeframe]

Timeline

Business & Finance Controler

InsuranceBASE
05.2023 - Current

Financial Adviser & Risk Management

Self employed
05.2018 - Current

Café Owner Operator

Coffix Hamilton
12.2015 - 12.2018

Operations Manager

Holocaust Centre of New Zealand
06.2015 - 12.2015

Economic Researcher

Victoria University of Wellington
04.2014 - 05.2015

Budgeting & Reporting Manager

Agrexco - Carmel
09.2009 - 02.2012

Sales & Financial Analyst

Agrexco - Carmel
04.2005 - 12.2006

Post Graduate Diploma - Business Analitics

University of Waikato

New Zealand Certificate For Financial Services - L - Investments

Open Polytechnic of New Zealand

New Zealand Certificate For Financial Services - Level 5 V2- Life & Health - Insurance And Risk Management

Strategi Institute

Master of Arts - Law Studies

Bar-Ilan University

Bachelor of Arts - Business And Managerial Economics

The Academic College of Tel Aviv-Yaffo
Moshe Malal