Curriculum Vitae

Israeli Francis, Qualified Accountant (CPA)

A finance professional with experience in multinational companies and financial services organisations. Leading the development of legal entities and finance functions in multiple locations worldwide. Proven track record of consistently delivering improved performance through strategic, financial and operational disciplines supported by the execution of complex change, operating model transformation. Strong communicator and relationship builder.

Professional Experience

2015 - 2024 Chief Financial Officer - Passportcard Limited – A PE backed FinTech Company, providing a real-time travel insurance solution

• Directing and overseeing all aspects of the finance, accounting, financial planning (FP&A), treasury and tax functions of the company and subsidiaries (UK, Switzerland, Germany, Australia and Israel).
• Working alongside the CEO as a member of the executive team. Providing executive management with advice on the financial implications of business activities and providing consultative support to planning initiatives through financial and management information analyses, reports, and recommendations.
• Maintaining strong relationships with investors and board members, 3rd parties, auditors and bankers.
• Responsibility for legal, administration and HR activities.
• 2018-2022 Setting up the Pasportcard Germany finance function (bookkeeping, collection, reporting, FP&A, treasury and finance operations).

2013 – 2015 Director, Head of Operational Risk Management, EMEA

AIG Europe Limited

• Board and executive risk committees reporting.
• Taking the EMEA region through transformation of the operational risk assessment and reporting methodologies, embedding a new operational risk culture.
• Responsibility for the quarterly EMEA operational risk profile assessment, risk register and annual business plan review, including risk assessments with business, support functions (business continuity, vendor management,) and country operations.
• Member of the product development committee and the transformation steering committee.

2001 - 2013 Finance Director, Chief Risk and Compliance officer - AIG Israel Insurance Company Limited

• Responsibility for the Accounting, Reporting, Treasury and FP&A Departments, total of 21 staff (recruitment, retention and ongoing development and training).
• Board of Directors, Audit and Investment Committees reporting, member of the executive committee. Management of the Regional, Head Office and regulatory financial reporting.
• Enhancing the accounting systems and developing tools for automation of processes for time and cost savings. Improving the month end process by 50%.
• Building the Enterprise Risk Management and Compliance functions. Developing methodologies, models and processes for identifying, assessing, monitoring and mitigating financial, operational and regulatory risks, leading the company through a transformation of culture and working processes and embedding new systems.
• Budgeting and strategic planning, improving processes to better monitor expenses and achieve effectiveness.
• Responsibility over the relations with internal and external auditors.
• Responsibility for business continuity preparedness (planning, drills, sites management).

Education

• Certified Public Accountant (CPA).
• BA, Accounting and Economics, Tel-Aviv University.