Yael Israeli-Rubin
CFO
Https://www.linkedin.com/in/yaelisraeli1/
Summary
Results-driven CFO of a Latam-based fintech startup, a regulated neobank in Mexico with operations in Brazil. With 18 years of experience in finance and corporate strategy, I have a proven track record of creating value across investment banking, airlines, consulting clients, and startups. Confident in my ability to excel in any industry and passionate about my work, I eagerly embrace new challenges. As a results-oriented business professional, well-prepared for high-impact roles. Extensive experience in shaping business strategies and fostering innovation allows for adaptation to changing needs while maintaining a strong focus on team collaboration and achieving tangible results. Expertise in strategic planning and team leadership, poised to make a significant impact in any organization.
Overview
19
19
years of professional experience
2
2
years of post-secondary education
4
4
Languages
Work History
Co-Founder & Chief Financial Officer
Mozper
01.2020 - Current
- Company Overview: Latin America’s first neobank to offer a bank card and financial education platform for kids and families
- Led financial strategy, fundraising, and investor relations, securing over $10 million in funding from top-tier investors
- Developed and executed scalable financial models, budget forecasts, and cost control strategies to drive operational efficiency
- Managed all financial operations, including cash flow, accounting, regulatory compliance, and risk management across multiple jurisdictions
- Played a key role in structuring and negotiating strategic partnerships, ensuring long-term sustainability and growth
- Spearheaded due diligence processes, audits, and compliance efforts to meet regulatory requirements as a regulated financial institution in Mexico (IFPE) and other LATAM markets
- Led cross-functional teams to align financial planning with product development, marketing, and business expansion strategies
- Oversaw the transition and restructuring of company operations in response to market shifts and regulatory changes
- Build and oversaw the data & business intelligence area to provide all company areas the tools to make data-driven decisions
Senior Partner
Strategus Consulting
03.2011 - 01.2020
- Company Overview: Boutique consultancy specializing in financial planning, business strategy, and operational optimization.
- Key Areas of Expertise:
Business Feasibility & Financial Planning: Conducted market research, valuation, forecasting, and strategy assessments to determine the profitability and success factors of new ventures.
Cost Reduction & Process Improvement: Identified inefficiencies, optimized cost structures, and implemented targeted solutions to enhance financial performance.
Strategic Planning & Organizational Development: Defined company vision, mission, and objectives, ensuring alignment with long-term business goals.
Investor Relations & Financial Modeling: Developed sophisticated financial presentations and pitch decks for fundraising and investor engagement.
End-to-End Business Management: Provided strategic, financial, and operational leadership across multiple industries, from startups to established corporations.
- Notable Projects:
Megamall Panama: Developed a detailed 5-year financial plan, created investor presentations, and provided strategic guidance to maximize profitability.
Selina Hostels: Designed the Series A investor pitch deck, instrumental in securing $50 million in funding—one of the largest startup raises in Panama.
BUSCOuno.com: Built a Latam services marketplace from the ground up, overseeing business strategy, technology, marketing, finance, and personnel management.
- Pro Bono & Community Engagement:
Mujeres Brillando: Served as treasurer and lead advisor, supporting women entrepreneurs through financial and business mentorship.
Centro Comunitario Bethel: Led organizational restructuring, cost reduction, and efficiency maximization initiatives for a community center.
Specialist/Consultant, Financial Planning, Strategic Initiatives and Special Project
COPA Holdings
07.2009 - 02.2011
- Company Overview: Holding Co of Panama-based airlines serving all the Americas
- Create a new driver-based budget forecasting model with improved accuracy and greater level of detail for our financial statements
- Build robust 5 year plans for our Copa Airlines and AeroRepublica segments considering all business aspects
- Prepare singlehandedly the 'Feasibility Study' for the EXIM Bank to guarantee our loans for aircraft purchase
- Secured backing for $225 million for 2011
- Front-run the agenda of cost-saving, revenue-increasing, and qualitative initiatives for all areas of the company
- Responsible for contributions of $32 million in 2009 and $38 million in 2010
- Build and take part in presenting strategic planning workshops, designed to push mid-level managers to think more strategically in their roles
- Conduct benchmarking regularly against industry peers to assess our strength and improvement areas
- Discovered inefficiencies with our working capital and implemented action plan to improve it
- Redesign the policy and process of travel and expense management and identify the best fitting web based solution, resulting in large cost reduction for the company
- Administer studies targeting problematic cost areas to assess causes, propose solutions and conduct follow-up to determine solution effectiveness
Chief Administrative Officer, U.S. Equity & Prime Services Operations
Barclays Capital (Ex-Lehman Brothers)
02.2008 - 01.2009
- Company Overview: Top-Tier Investment Bank
- Prepare annual budget and business plans while managing the strategic direction of the U.S
- Equity Operations and Prime Services Operations departments
- Manage and interpret departmental costs with a focus on discovering savings opportunities; delivered savings of over $300k YTD for my departments
- Exercise creativity and careful judgment in producing monthly reports and presentations for senior management
- Analyze Barclays’ marginal cost per equity trade to help the front office strategically price its equity trading services to clients
- Produce accurate trading volume projections to assist senior management in making strategic business decisions
- Played a key role in re-negotiating a trade processing vendor contract which resulted in $31m savings for the firm
- Conduct benchmarking and survey analyses in joint effort with McLagan and Z-Yen to produce constructive feedback on Barclays’ operational performance and efficiency
- Lead the department’s cost saving workforce location strategy to move 40% of staff offshore by year-end 2010
- Top-Tier Investment Bank
Junior Chief Administrative Officer, Equity Operations
Lehman Brothers
03.2006 - 02.2008
- Company Overview: Top-Tier Investment Bank
- Assisted the Global CAO of Equity Operations in producing presentations, business plans, and monthly reports utilizing spreadsheet development, presentation building, and mathematical skills
- Conducted cost analysis and built modeling for equities products trade flows
- Managed department’s costs, space and created an effective Business Continuity Plan for 200 staff
- Policed controls and risks around open audit items, trade risk reports, and operational procedures
Education
B.B.A. - Finance and Investments
Zicklin School of Business, Baruch City University of New York
New York, NY 09.2003 - 12.2005
Skills
Problem-solving
Critical Decision-making
Analytical thinking
Business development
Strategic visioning
BI Data Science
Investor relations
Fundraising
Negotiation techniques
Legal compliance
Timeline
Co-Founder & Chief Financial Officer
Mozper
01.2020 - Current
Senior Partner
Strategus Consulting
03.2011 - 01.2020
Specialist/Consultant, Financial Planning, Strategic Initiatives and Special Project
COPA Holdings
07.2009 - 02.2011
Chief Administrative Officer, U.S. Equity & Prime Services Operations
Barclays Capital (Ex-Lehman Brothers)
02.2008 - 01.2009
Junior Chief Administrative Officer, Equity Operations
Lehman Brothers
03.2006 - 02.2008
B.B.A. - Finance and Investments
Zicklin School of Business, Baruch City University of New York
09.2003 - 12.2005
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