Omar Elbakshish

Energizer
DISC Type : I

Director, Business Finance at CMR Surgical

Guildford, England, United Kingdom

Overview

Omar is a hands-on finance professional with over 13 years of experience in FP&A, strategic finance, and accounting. A Certified Public Accountant and graduate of San Diego State University, he focuses on turning data into actionable insights and has held director-level roles at several life sciences companies.

He has a proven record of developing scalable and effective processes that add measurable value, leading diverse teams, and providing broad support to business partners and leadership teams.

At a previous role, he substituted for the CFO during Board of Director and Audit Committee presentations, articulating drivers of financial performance.

Personality Overview

Big Picture Person

Informal

Full Of Energy

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Strategic Finance
His experience includes partnering with management to design a company's 5-year strategic plan and providing strategic recommendations to leadership.
FP&A Leadership
He has led FP&A functions, developed budgeting and forecasting processes, and prepared quarterly business reviews for leadership teams at multiple companies.
Process Improvement
He takes pride in developing scalable and effective financial processes that add measurable value to an organization.

Media Appearances

Omar has no verified media appearances

Work History

5-2025
Director, Business Finance at CMR Surgical
10-2023 - 4-2025
FP&A Director at ADP
4-2022 - 9-2023
Director, FP&A and Strategic Finance at LUMICKS
7-2021 - 3-2022
Director, Business Finance at Dante Genomics
11-2018 - 7-2021
Associate Director, FP&A at Illumina

Education

2005 - 2009
Bachelors from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Guildford, England, United Kingdom Job Level : Mid-senior Designation : Director, Business Finance at CMR Surgical
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Insights For Selling To Omar

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Omar is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Omar

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Omar move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Omar take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Omar

Personality Compatibility


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