tal cohen

consulting

Empowering Startups & SMEs with
Expert Financial Leadership

Driving growth and innovation through strategic financial
management and business advisory services

About

With a proven track record in guiding startups and SMEs, I specialize in outsourced CFO services and business advisory. My approach combines financial sharpness with a deep understanding of entrepreneurial challenges, ensuring your business scales effectively and sustainably

Expertise

During my career, I have developed a strong skill set and expertise that drive success for the companies I work with.

About

Professional Journey

With over 15 years of experience as a CFO and strategic business advisor, I help startups and high-growth companies navigate financial challenges, secure funding, and scale efficiently. My background includes leadership roles in venture-backed startups, M&A transactions, and investor relations, ensuring financial clarity and growth.

  • Independent CFO & Business Advisor (2023 – Present) – Partnering with CEOs to optimize financial strategy, cash flow, and fundraising.

  • CFO, Novidea (InsurTech) (2018 – 2022) – Led financial strategy during 10x growth, securing multimillion-dollar investments.

  • CFO, ActiveTrail (Marketing Automation) (2016 – 2018) – Implemented scalable financial processes and unlocked new revenue streams.

  • Co-founder & CEO, GetPensia (FinTech) (2014 – 2016) – Built a startup from the ground up, managing strategy, finance, and investor relations.

  • CFO, Tvinci (Acquired by Kaltura) (2012 – 2014) – Managed financial due diligence and post-acquisition integration.

  • Manager, EY (Economic & Audit Dept.) (2007 – 2012) – Led valuations, due diligence, and financial audits for major corporations.

Finance Expertise:

  • Secured tens of millions in funding for startups, leading due diligence and investor relations.

  • Drove 500% revenue growth at a startup, culminating in a successful acquisition.

  • Led financial due diligence and post-acquisition integration, earning an excellence award.

  • Streamlined financial operations as an independent CFO, supporting CEOs.

  • Managed all aspects of Cap Table and equity, including funding rounds and options.

  • Prepared and managed IFRS & US GAAP financial reports, tax reports, and grant reports.

  • Built strong relationships with investors and stakeholders, effectively communicating financial performance.

  • Successfully managed company exits (acquisitions), maximizing shareholder value.

  • Provided strategic financial leadership as an independent CFO, supporting daily management.

  • Oversaw all financial department operations, including accounting, payroll, and reporting.