Alberto Lugo, CPA, CFE

Critic
DISC Type : C

VP, Strategic Finance & Business Intelligence at Centersquare

Miami, Florida, United States

Overview

Alberto is the VP of Strategic Finance & Business Intelligence at Centersquare, with a decade of accounting experience, including a background at EY. A Certified Public Accountant and Certified Fraud Examiner, he specializes in SEC reporting, M&A integration, and pre-IPO readiness. He holds a certificate in Business Data Analytics from Cornell University.

His academic background includes a Bachelor of Business Administration from the University of Puerto Rico. He maintains a professional interest in major technology companies like Hewlett Packard Enterprise and Oracle, reflecting his focus on the intersection of finance and technology.

He is a Certified Fraud Examiner (CFE), holding a specialized credential in fraud detection in addition to his CPA.

Personality Overview

ROI Driven

Negotiator

Information Seeker

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

Topics They Care About

Business Intelligence
He leads the Business Intelligence team and is focused on enhancing his company's data and analytics capabilities to drive smarter strategies.
M&A Integration
His profile highlights detailed experience in purchase accounting and the financial integration of acquisitions.
Operational Efficiency
He is driven by a stated passion for business process improvement and increasing operational efficiency within an organization.

Media Appearances

Alberto has no verified media appearances

Work History

6-2021
VP, Strategic Finance & Business Intelligence at Centersquare
4-2020 - 6-2021
Director, Corporate Accounting & Business Intelligence at Centersquare
1-2018 - 4-2020
Senior Manager, Corporate Accounting at Centersquare
9-2015 - 1-2018
Audit Assurance Senior Associate at EY
12-2013 - 8-2015
Audit Assurance Associate at EY

Education

2019 - 2019
Business Data Analytics from Cornell University
2009 - 2013
Bachelor of Business Administration (BBA) from University of Puerto Rico, Río Piedras

More Information

Social Presence :

Prographics :

Exp : 16 Location : Miami, Florida, United States Job Level : Senior Designation : VP, Strategic Finance & Business Intelligence at Centersquare
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Insights For Selling To Alberto

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language
  • 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 Alberto is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Alberto

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Alberto move?

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

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

You And Alberto

Personality Compatibility


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