Persofi is led by Jeffrey Levine who was the CFO for a large Private Family Office with diverse interests in Hitech, Investments, Real Estate. He has extensive in Regulated Companies, KYC, AML, and Governance.
Persofi is an independent boutique Accounting Practise – Persofi Financial Services Ltd (www.persofi.com) is registered with the ICEAW – Offering CFO, NED as a Service, Business and Digital Transformation.
• Modern finance leader, who is more than a financial reporter, with a strong track record involving data analysis, strategic decision making and leading digital transformation across businesses.
• CFO, an expert in leading financial strategy and its execution, in accordance with a variety of the company's objectives and goals
• Non-Exec Director, key individual for Regulated Financial Companies. As a NED, brings strong corporate governance ,oversight, Innovation, Business and Digital Transformation
• International B2B and B2C Experience
• Specialises in the fields of Technology (Fintech), Financial Se
rvices, Digital Health, Private Equity, and Real Estate
• Experienced in managing due diligence and M&A processes in both private and public company's
• Directing a wide range of financial operations associated with CFO outsource services: strategy, legal, compliance, accounting, payroll, VAT, and Tax.
• Implementing Cloud Accounting Solution and Finance Transformation for many companies, including the automated set-up of Group Consolidation and Treasury Reports (Dash Board) based on the consolidation of different entities, banks, and currencies.
• Conceptualised internal growth and turnaround business plans related to treasury, strategy, and budgeting.
• Led and resolved complex VAT issues in UK's and Israel,
• Responsible for adherence (regulatory compliance) of the requirements of the Financial Securities Authority (FCA) as CF1 and CF10a (CASS oversight)
Digitalisation of your Company Finance and Operations
Having successfully Implemented Cloud Accounting Solution and Finance Transformation for many businesses, including the automated set-up of Group Consolidation and Treasury Reports (Dash- Board).
I am available to assist SME’s and Family offices move and maintain an Online, Cloud Accounting and Reporting solution using the latest advances in FinTech, Ai and Innovation giving rise to greater efficiency, oversight and transparency.
Business Survival / Turnaround Toolkit
In today’s uncertain Times, Business need strong Financial Guidance. In order to take advantage , of Government and other Financing offerings, Businesses will clearly need to show that their business was viable before, and their forecasts going forward. The more UpToDate, the more accurate and clearer presentation is will greatly help.
At a minimum, Companies, SMEs need to have :
• UpToDate and Accurate Management Accountants
• Review of Debtors and Creditors
• Review of immediate Cash Flow Needs
• Revised Forecast / Budget
• Extra Professional View for Accuracy, Presentation and Reality check
This information is not only required for Lenders, but also for all Companies to put them into better position to survive.
I have extensive experience in the UK, Israel and South Africa working with distressed companies in a range of Industries from Technology, Online Businesses, Distribution, Construction, Real Estate to Financial Service Companies, where I have assisted Companies in providing the list of items as mentioned above
If you are in need of any Financial Assistance, please feel free to reach out to me on a confidential basis to [email protected] These services are provided through www.Persofi.com, an ACA UK boutique Accounting firm with an ICAEW practice certificate.
In these trying times, I am happy to provide a free desktop review/consultation for selected Companies. Please feel free to reach out to me.
+ 44 7308 129916