Imad Joubi

Questioner
DISC Type : c

Finance EPM & Technology Expert at SBI Group

New York, New York, United States

Overview

Imad Joubi is a Finance EPM & Technology Expert at SBI Group, specializing in AI for finance transformation. He helps CFOs modernize their organizations by designing intelligent, connected systems for FP&A and consolidation. He holds a masters degree from EM Normandie Business School.

He has a strong conviction that Enterprise Resource Planning (ERP) systems are built for accounting, not for complex financial consolidation.

Personality Overview

Systematic

Price-Sensitive

Not Easily Convinced

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

AI in Finance
Emphasizes that the quality of AI analysis depends on the quality of the underlying data and helps teams leverage AI prompts for better decision-making.
Financial Modernization
Focuses on transitioning finance departments from legacy spreadsheets and systems to modern, connected EPM, BI, and data platforms for better reporting and insights.
Consolidation Systems
Argues that dedicated tools are superior for complex financial consolidation, viewing ERP-only solutions as suitable only for very simple organizational structures.

Media Appearances

Imad has no verified media appearances

Work History

3-2022
Finance EPM & Technology Expert at SBI Group
3-2020 - 3-2022
Financial Close & Consolidation senior analyst at RSM France
4-2018 - 3-2020
Financial Services Analyst at EY
8-2017 - 1-2018
EPM & Consolidation Analyst at Clarins Group
1-2017 - 4-2017
Legal Auditor at CMS EXPERTS ASSOCIES

Education

2013 - 2017
Master grande école de commerce from EM Normandie Business School
2015 - 2015
Dalian Maritime University from Dalian Maritime University

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York, New York, United States Job Level : N/A Designation : Finance EPM & Technology Expert at SBI Group
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Insights For Selling To Imad

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Imad is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Imad

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Imad move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Imad take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Imad

Personality Compatibility


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