Joe Tako

Experience

• 

  Israel Defense Forces

  Oct 2003 - Sept 2006

  In charge of public queries

  Outstanding Soldier of the Corps• Handling complex issues related to soldiers and civilians.• Professionally in charge of six other soldiers.

• 

  Ministry of Health Israel

  May 2011 - Mar 2016

  Income Manager

  • Budgetary supervision over 1.5 billion Israeli shekels –the revenues from 5 headquarters units + 7 regional offices.• Building large national projects from scratch after studying the background, systems and existing work processes, analyzing needs, resources, limitations and goals.• Supervision of revenue collection and data analysis both on a systemic and at unit level, which involves: 1) Database building, developing updated tools and models in accordance with changing management needs. 2) Performing comparative analyses and studies. 3) Setting of procedures, directives and criteria; implementation of these procedures within the infrastructure and on the ongoing work. 4) Initiating IT change and improvement supportive technological developments.• Handling price fluctuations and changes in the interest rate and their impact on the accounting and revenue collecting process.• Process characterization, identification of influential short and long-term factors.• Initiating discussions, leading improvement teams, interacting with directors, hospitals and external revenue collecting bodies including the Enforcement Authority.• Issuing opinion reports to the Finance Ministry, the Administrator General and Official Receiver, etc.• Coordination of the Ministry of Health Tender Exemption Committee headed by the Ministry's Director General, Head Accountant and Legal Adviser in accordance with the requirements of the Tender Obligations Law - gathering of materials, assessment of the content and economic basis of the engagement applications. Show less

• 

  Bank Leumi בנק לאומי

  Sept 2016 - May 2018

  Expert Private Banker for VIP international customers

  • Managing the accounts of and interacting with wealthy foreign residents (private banking and Premium section).• Handling tasks in several languages – English, French and Hebrew (face to face, over the phone and via email) on a daily basis.• Monitoring and handling irregularities and opportunities.• Promoting and carrying out the sale of banking products, such as loans, savings and deposits.• Working in conjunction with other departments and divisions (Legal Department, International Trade Department, Compliance Department).• In-depth knowledge of international cross border compliance laws and US FATCA rules, monitoring financial operations and keeping up to date on regulatory procedures.• Personal professional responsibility for the entire issue of estate accounts belonging to foreign residents.• Extensive use of banking systems such as IMEX and management of all activities in a CRM-based system. Show less

• 

  Holon Municipality

  Dec 2018 - now

  Director of Economic Analysis - Projects and Tenders

  • Being the sole authority on the economic issues pertaining to all tenders and contracts.• Performing feasibility studies, analyzing markets, threshold conditions, suppliers, competition and setting estimates for complex projects.• In-depth knowledge of the laws and procedures regarding tenders and engagements in municipalities.• Regular participation in meetings concerning the costliest and most sensitive agreements and contracts of the municipality together with the most senior entities (CEO, VPs, Divisional and Unit Managers).• In-depth studying of all the various tender issues from the planning stage to implementation and assimilation while providing comments, efficiency proposals and building economic frameworks (various projects: infrastructure and B.O.T, maintenance, car leasing, labor-intensive projects, computing and information systems, education, sanitation, culture and more).• Managing various parallel projects while meeting tight deadlines and being entrusted with critical assignments directly from the CEO.• Initiating and creating new working methods and indices for conducting and assessing tenders.• Cooperation with professional entities from authorities and public institutions. Show less