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Winkler Advisory
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Clarity in the Numbers. Confidence in Every Decision.

I build financial management systems for executives, companies, and investors—providing a clear view of the business, insight into what is really happening, and the confidence to make better decisions.

Book an Intro Call

The numbers behind the work—and what they mean for the business.

$10M+
Cost Savings and Efficiency Gains
Saved or redirected more effectively for clients
Data-driven decisions that create direct financial value for the business.
40+
Companies Advised
From startups to established companies
Experience across every stage of the company lifecycle.
70%
Less Manual Work
Less time wasted searching for and manually updating data
Reports and forecasts that update automatically.
100%
Confidence in the Boardroom
Every number in the presentation comes with context, an explanation and a clear financial foundation.
Full transparency for investors and board members.

The Change You Will See From the Very First Month

End-to-End Financial Clarity

Revenue, expenses, cash flow and profit centers, all in one place and presented in a language management can actually use.

Faster, More Confident Decisions

Models and scenarios that answer critical questions within hours. Fewer meetings, more decisions.

An Infrastructure Built to Last

Not a document that becomes outdated, but a management system that keeps running long after the engagement ends.

Who I Work With

I work with executives and organizations looking for a strategic finance partner—not another vendor or another spreadsheet, but a finance function that moves the business forward.

This May Not Be the Right Fit If…

You're looking for a quick fix or a one-off spreadsheet without examining the underlying data and business drivers.

Client Testimonials

What clients say about working with Snir—from executive decision-making and board reporting to fundraising and investment analysis.

Client Testimonial
Snir gave me the financial confidence to understand the investment in depth and present it to investors professionally and persuasively.
Omri, Entrepreneur and Investor
Client Testimonial
Snir turned our data into a clear financial picture that helps me make decisions, set targets and walk into board meetings prepared.
Moshe, CEO, Real Estate Company
Client Testimonial
Snir did more than build our reports. He gave us the structure and clarity we needed to present the numbers to the board with confidence and make better decisions.
Shirley, CFO at a Public Fintech Company

Five Ways to Create Financial Clarity and Control

Each service can stand alone or become part of a complete financial management infrastructure.

You choose the right point of entry.

01

Financial Planning, Modeling and Analysis (FP&A)

Who It Is For

Growth-stage companies and organizations that need a forward-looking finance function for strategic initiatives, fundraising or smarter day-to-day management.

The Problem It Solves

The accounting function explains what has already happened, but there is no financial model showing how today's decisions will affect future cash flow and profitability.

What You Get
  • A business model and three-to-five-year forecasts
  • Annual and quarterly budgeting with variance analysis
  • Monthly management reporting and key performance indicators
The Outcome
Full visibility into the numbers and an end-to-end financial planning function, without hiring a full-time CFO.
Blurred preview of an Excel financial model
Sample
02

Fractional CFO

Who It Is For

Companies, investment groups and family-owned businesses that want a senior strategic finance partner through a flexible and cost-efficient model.

The Problem It Solves

Management is making complex decisions without a strategic partner who understands the financial, cash flow and commercial implications.

What You Get
  • A strategic finance partner for the CEO and board
  • Cash flow management and complex financing structures
  • Financial processes and controls across the organization
The Outcome
Senior financial leadership, greater peace of mind and a strategic partner who owns the financial perspective of the business.
One-on-one financial advisory meeting
Sample
03

Strategic Board and Investor Reporting

Who It Is For

CEOs and executives who regularly report to boards, investors, funds or senior leadership teams.

The Problem It Solves

The data exists in the reports, but the story it tells is not focused, decisive or strong enough to build confidence in the discussion.

What You Get
  • Board presentations and monthly or quarterly management reports
  • Executive summaries and clear management dashboards
  • Preparation and leadership of the financial portion of board meetings
The Outcome
Focused, data-driven board discussions that build confidence and trust with investors.
Blurred preview of a board presentation
Sample
04

Transaction Advisory, Fundraising and Valuations

Who It Is For

Companies, funds, investors and family-owned businesses preparing for fundraising, an acquisition, a merger, or the sale of an asset or business unit.

The Problem It Solves

Entering a transaction or fundraising process without rigorous financial preparation can reduce valuation, delay the process and weaken the company's negotiating position.

What You Get
  • Due diligence readiness
  • Valuation and transaction modeling
  • Hands-on financial support throughout negotiations
The Outcome
A faster, more disciplined and accurate transaction process that maximizes company value and protects your interests.
Blurred preview of a valuation model
Sample
05

Financial Infrastructure, Dashboards and Automation

Who It Is For

Organizations and businesses with data-intensive or asset-heavy operations that lack one system connecting and presenting the full picture.

The Problem It Solves

Data is scattered across systems, spreadsheets and files, with no single real-time view of how the business is performing.

What You Get
  • Design and development of real-time management dashboards
  • Automation and consolidation of financial and operational data sources
  • A clear visual management view built from raw data
The Outcome
One unified, transparent and accessible management view, available whenever a decision needs to be made.
Blurred preview of a financial management dashboard
Sample

Not a Summary Report. A Financial Infrastructure Your Management Team Uses Every Day.

Every deliverable is tailored to the company. No templates and no recycled work. You own the final system from day one.

These examples were created to demonstrate the quality and structure of the deliverables. All company names and data shown are fictional.

Business Forecast for Fundraising
Sample
Sample Deliverable
Business Forecast for Fundraising
View Sample
KPI Report and Board Forecast
Sample
Sample Deliverable
KPI Report and Board Forecast
View Sample
Fundraising Presentation
Sample
Sample Deliverable
Fundraising Presentation
View Sample

Five Clear Steps, From an Intro Call to a Financial System That Works

  1. 01
    Discovery and Business Assessment

    A focused discovery call followed by a review of the business model and existing processes to identify where visibility breaks down.

  2. 02
    Goals and Solution Architecture

    We design the right infrastructure for the business, including the required models, reports and dashboards.

  3. 03
    Model and Report Development

    We build the models, reports and connections between the different data sources.

  4. 04
    Calibration, Testing and Implementation

    We review the system with management, calibrate it around the way decisions are actually made, and train the team.

  5. 05
    Handover and Ongoing Support

    Your team receives full ownership, documentation and support until the system operates smoothly.

Snir presenting to a senior leadership team
About Me

Consultants Write Reports.
I Leave Behind a System That Keeps Working.

I spent years inside global companies, building management processes, financial models and FP&A functions for CEOs and senior leadership teams, not as an outside consultant, but from inside the business.

Today I bring the same experience to growth companies that want to operate with enterprise-level financial discipline. I am not a vendor who delivers a spreadsheet and disappears, but a partner who builds a system that continues to create value after the engagement ends.

What Clients Usually Ask

30-Minute Intro Call

Let's Identify What Is Preventing Your Company From Seeing the Full Picture.

A short, straightforward conversation to understand whether a financial management system could improve the way your company makes decisions.

No commitment · No salespeople · A professional 30-minute conversation

Your details will only be used to contact you and will not be shared with third parties.