Zak Khalil

Critic
DISC Type : C

Vice President, FP&A at Two Sigma

Los Angeles, California, United States

Overview

Zak Khalil is the Vice President of FP&A at Two Sigma, where he concentrates on the engineering and technical aspects of the business. His expertise lies in financial system automation, having previously moved a companys financial modeling entirely off Excel. He is a graduate of California State University, Fullerton.

He is a FINOPS Certified Practitioner and holds a certification in Technology Business Management, highlighting his interest in blending finance with technology and AI.

Zak played a significant role in the acquisition of his former employer, Magnetic, by Deloitte Digital, and successfully led the integration of multiple ERP systems.

Personality Overview

Precise

Negotiator

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They prefer to analyze logically and value objective facts over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Finance & AI
His professional headline is "Blending Finance & AI, " indicating a primary focus on the intersection of these fields.
Financial System Automation
He has direct experience implementing automated forecasting systems like Adaptive Financial Planning and moving financial modeling off of Microsoft Excel.
Cloud FinOps
As a FINOPS Certified Practitioner, he is knowledgeable in cloud financial management, cost optimization, and efficiency.

Media Appearances

Zak has no verified media appearances

Work History

12-2022
Vice President, FP&A at Two Sigma
10-2018 - 2-2023
FP&A at Two Sigma
9-2017 - 10-2018
Manager, FP&A at Magnetic
6-2016 - 9-2017
Senior Financial Reporting Analyst at Magnetic
6-2015 - 6-2016
Senior Accountant at Magnetic

Education

2008 - 2013
Bachelor of Arts (BA) from California State University, Fullerton
2004 - 2008
Education details unavailable from Vista Murrieta High School

More Information

Social Presence :

Prographics :

Exp : 14 Location : Los Angeles, California, United States Job Level : Senior Designation : Vice President, FP&A at Two Sigma
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Insights For Selling To Zak

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zak is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Zak

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Zak move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Zak take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Zak

Personality Compatibility


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