It starts with a great financial model.
We assess and determine the true financial health of your business. From there, we can work together to provide key insights towards your objectives and advise on strategic direction.
Your strategic partner.
Our team works closely with yours to gather a holistic overview of fiscal health.
From there, we'll be your partner towards achieving strategic goals, and provide straightforward guidance to get you there.
Numbers you can trust.
We consider all angles and ask the questions you might not have thought of, to deliver a comprehensive picture of your company's true financial health.
96%
This is information about a service that Raftel offers. This is information about a service that Raftel offers.
Discovery
Robust and comprehensive reviews of accounts and intensive discussion to determine primary objectives.
Modeling
Our team will build a custom model in coordination with yours. We'll ensure useability and test for reliable accuracy.
Strategic Insights
Our analysts will review results to provide insights towards goals, objectives, and valuation.
A Proven Process for Dependable Results
From the initial consultation, it was clear just how highly skilled and knowledgeable Raftel's team is.
Ariel took the time to understand my business needs and goals and was able to create a comprehensive financial model. Throughout the process, he was communicative, providing regular
updates on progress and seeking feedback to ensure that the model was meeting my expectations. Their team even took the time to train me on how to maintain the model going forwards.
l would highly recommend Raftel Strategy for an efficient but comprehensive approach to modelling.
“Well-structured, easy to use, and exceptional quality.”
Let's work on your goals, together.
Meet with our team to see if we can work together on your business's financial goals.
Leadership
Ariel Menche, CPA
Founder, Principal
Ariel Menche is a licensed CPA and finance expert with over 10+ years’ experience building FP&A models, with a focus on SaaS companies. He worked in strategy consulting for KPMG, FP&A for WWE and led Customer Success at Causal.
Ariel has helped dozens of companies ranging from billion-dollar global organizations to rapidly growing start-ups set up data collection systems and forecasting models. He has a passion for building financial models, especially in Causal, in order to streamline processes, leverage data, and gain operational efficiencies.
Alex Oppenheimer
Principal
Ariel Menche is a licensed CPA and finance expert with over 10+ years’ experience building FP&A models, with a focus on SaaS companies. He worked in strategy consulting for KPMG, FP&A for WWE and led Customer Success at Causal.
Ariel has helped dozens of companies ranging from billion-dollar global organizations to rapidly growing start-ups set up data collection systems and forecasting models. He has a passion for building financial models, especially in Causal, in order to streamline processes, leverage data, and gain operational efficiencies.
Our Team
Ayelet Menche
Director of Operations
Ayelet is a results-driven operations and customer success professional with a strong passion for data analysis. Before joining Raftel, Ayelet founded and managed a successful lice clinic network and online store across three locations in Israel, which she later sold. Prior to that, she served as a team leader for the Asian market customer care team at Payoneer, a leading fintech company. In this role, Ayelet was responsible for setting up and optimizing operational processes for the Asian market, and managing a team of 38 people.
She then transitioned into the role of Operations Lead, where she collaborated closely with the CFO to develop and launch a new product called Working Capital. In this position, she analyzed customer data and developed product offerings to meet customer needs.
Ayelet holds a BA from University of Pennsylvania and an MBA from Reichman University.
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Dina Zirkind
Financial Strategist
Ayelet is a results-driven operations and customer success professional with a strong passion for data analysis. Before joining Raftel, Ayelet founded and managed a successful lice clinic network and online store across three locations in Israel, which she later sold. Prior to that, she served as a team leader for the Asian market customer care team at Payoneer, a leading fintech company. In this role, Ayelet was responsible for setting up and optimizing operational processes for the Asian market, and managing a team of 38 people.
She then transitioned into the role of Operations Lead, where she collaborated closely with the CFO to develop and launch a new product called Working Capital. In this position, she analyzed customer data and developed product offerings to meet customer needs.
Ayelet holds a BA from University of Pennsylvania and an MBA from Reichman University.
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Josh Najjar
Senior Associate
Ayelet is a results-driven operations and customer success professional with a strong passion for data analysis. Before joining Raftel, Ayelet founded and managed a successful lice clinic network and online store across three locations in Israel, which she later sold. Prior to that, she served as a team leader for the Asian market customer care team at Payoneer, a leading fintech company. In this role, Ayelet was responsible for setting up and optimizing operational processes for the Asian market, and managing a team of 38 people.
She then transitioned into the role of Operations Lead, where she collaborated closely with the CFO to develop and launch a new product called Working Capital. In this position, she analyzed customer data and developed product offerings to meet customer needs.
Ayelet holds a BA from University of Pennsylvania and an MBA from Reichman University.
Max Hoffman
Business Development
Ayelet is a results-driven operations and customer success professional with a strong passion for data analysis. Before joining Raftel, Ayelet founded and managed a successful lice clinic network and online store across three locations in Israel, which she later sold. Prior to that, she served as a team leader for the Asian market customer care team at Payoneer, a leading fintech company. In this role, Ayelet was responsible for setting up and optimizing operational processes for the Asian market, and managing a team of 38 people.
She then transitioned into the role of Operations Lead, where she collaborated closely with the CFO to develop and launch a new product called Working Capital. In this position, she analyzed customer data and developed product offerings to meet customer needs.
Ayelet holds a BA from University of Pennsylvania and an MBA from Reichman University.
Advisory Board
Allan Frank
Leadership and Technology Specialist
Allan brings 45 years of entrepreneurial and executive experience to support the growth of our firm. His background includes Chief Digital Officer for The Hackett Group, President, CTO, & Co-founder of Answerthink, CTO for the City of Philadelphia, CTO for Capgemini Invent, and CTO for KPMG Peat Marwick.
Allan focuses on the application of transformational technologies, in particular, the disruptive role of artificial intelligence in the re-imagined enterprise. He is also a recognized expert in the areas of information delivery, decision support, and knowledge management. He has been recognized for his contributions to the IT Industry by several technology publications including Philadelphia Tech, where he was selected as one of the top 10 Technology Leaders in the region and InformationWeek, where he was selected as one of the top 10 Technology Innovators in the United States.
Mr. Frank received the Computerworld Premier 100 Award which identified him as one of the top 100 people in the U.S. having an exceptional ability to lead their organizations through the effective use of technology.
David Oppenheimer
Global Business Advisor
Allan brings 45 years of entrepreneurial and executive experience to support the growth of our firm. His background includes Chief Digital Officer for The Hackett Group, President, CTO, & Co-founder of Answerthink, CTO for the City of Philadelphia, CTO for Capgemini Invent, and CTO for KPMG Peat Marwick.
Allan focuses on the application of transformational technologies, in particular, the disruptive role of artificial intelligence in the re-imagined enterprise. He is also a recognized expert in the areas of information delivery, decision support, and knowledge management. He has been recognized for his contributions to the IT Industry by several technology publications including Philadelphia Tech, where he was selected as one of the top 10 Technology Leaders in the region and InformationWeek, where he was selected as one of the top 10 Technology Innovators in the United States.
Mr. Frank received the Computerworld Premier 100 Award which identified him as one of the top 100 people in the U.S. having an exceptional ability to lead their organizations through the effective use of technology.
Martin Kaufman
Global Business Advisor
Allan brings 45 years of entrepreneurial and executive experience to support the growth of our firm. His background includes Chief Digital Officer for The Hackett Group, President, CTO, & Co-founder of Answerthink, CTO for the City of Philadelphia, CTO for Capgemini Invent, and CTO for KPMG Peat Marwick.
Allan focuses on the application of transformational technologies, in particular, the disruptive role of artificial intelligence in the re-imagined enterprise. He is also a recognized expert in the areas of information delivery, decision support, and knowledge management. He has been recognized for his contributions to the IT Industry by several technology publications including Philadelphia Tech, where he was selected as one of the top 10 Technology Leaders in the region and InformationWeek, where he was selected as one of the top 10 Technology Innovators in the United States.
Mr. Frank received the Computerworld Premier 100 Award which identified him as one of the top 100 people in the U.S. having an exceptional ability to lead their organizations through the effective use of technology.