FP&A Monthly Cash Flow Forecasting

Scenario & Sensitivity Analysis

Operational Modeling

Intermediate SQL

Financial Analysis Fundamentals

Presentation of Financial Information

Accounting Principles and Standards

Learning Cloud Computing: Cloud Security

Business Valuation Modeling Part II

Introduction to SQL

Building a 3 Statement Financial Model

Professional Ethics

Introduction to AWS for Non-Engineers: 1 Cloud Concepts

DCF Valuation Modeling

Budgeting and Forecasting

Business Valuation Modeling Part I

Financial Modeling & Valuation Analyst

Advanced Excel Formulas & Functions

Power Query Fundamentals

Comparable Valuation Analysis

- Showed communication skills by transactional services through receiving payments, answering questions, and achieving a 100% NPS rating in the first month of employment.
- Displayed management skills by recording transactions through logging cashier's checks, traveler's checks, and other special services; serving over 150 clients a week.
- Demonstrated compliance skills through complying with bank operations and security procedures by participating in all dual-control functions; auditing other tellers' currency.




Key Achievements

Achieved 250% annual targets.
Recognized as Service Advisor of the month in March 2019.
Issued a signing authority of $5,000 on behalf of Scotiabank within the first quarter.

Service Advisor

-Established and developed relationships with C-suite executives to implement B2B multi-rail technology payment processing within their operations.
-Managed complicated sales cycles from prospecting to a closed sale. 
-Utilized newly introduced capital products to engage in expansionary discussions with the existing book of business.




Key Achievements

Achieved 200% of quarterly targets.
Managed BOB of $2.4 million and increased GDV by $500k within a quarter.
Leading AE in terms of sales and capital targets for the month of August.

Account Executive

-Spearhead and lead workshop initiatives for the organization's Account Executives, resulting in improved sales skills, product knowledge, and overall team performance.
-Demonstrate expertise in consultative selling, foster strong client relationships, and deliver tailored solutions to meet client needs.
-Collaborate with cross-functional teams to ensure seamless onboarding and implementation of FreshBooks' solutions for new clients.
-Contribute valuable insights and feedback to product development and marketing teams based on client feedback and market trends.
-Successfully close numerous net new business deals, consistently exceeding quarterly and annual sales targets.

Senior Account Executive

-Engaging in consultative conversations with business owners in the SMB segments to analyze workflow and recommend plan implementations.
-Generating custom-built reports on SalesForce to identify growing SMB clients and importing them in cadences on SalesLoft to facilitate conversations.
-Analyzing client billing reports to identify potential credit card rates and fees for plan customization. 
-Collaborating with BDRs and pre-sale technical analysts to conduct POCs for select clients.

Key Achievements

Attained 111.6% of Q3-Q4 2022
President's Club H2FY2022 & H1FY2023

Business Solution Manager

Co-Founder @ Nexalytics | Turning conversations into insight

Know about Michael Shokry's work experience, education, and much more. Michael Shokry

Resume of Michael Shokry • Peerlist