Anastasia Traylor

Critic
DISC Type : C

Partner at Deloitte

Washington, District of Columbia, United States

Overview

Anastasia Traylor is a Partner at Deloitte specializing in Finance Transformation for the financial services industry. With over two decades of experience, she leverages her deep expertise in US GAAP/IFRS and technology-enabled finance to advise CFOs and Controllers on complex transformation matters. She holds a BS/MS from the University of North Texas and is a Certified Public Accountant.

Outside of her professional work, Anastasia is a supportive partner, publicly championing her husbands career transition into mental health services. This reflects a personal value placed on well-being and purposeful endeavors, showcasing a commitment to family and community support.

She is a strong advocate for mental health awareness, proudly amplifying her husbands work as a therapist.

Personality Overview

Critic

Precise

Information Seeker

They are quite likely to negotiate on pricing or other key terms.  They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Finance Transformation
Her entire career at Deloitte has focused on advising financial services clients on controllership and finance transformation, a key theme in her professional identity.
Digital Asset Risk
Co-authored a publication on strategies for financial institutions to mitigate the custodial risks associated with digital assets, indicating expertise in this emerging area.
AI in Banking
She actively shares Deloitte's research on the application of agentic AI to solve challenges within the banking industry, showing an interest in cutting-edge technology.

Media Appearances

Anastasia has no verified media appearances

Work History

8-2021
Partner at Deloitte
8-2010 - 8-2021
Senior Manager at Deloitte
9-2007 - 8-2010
Manager at Deloitte
9-2004 - 9-2007
Audit Senior at Deloitte
9-2002 - 9-2004
Audit Staff at Deloitte

Education

1997 - 2002
BS/MS from University of North Texas

More Information

Social Presence :

Prographics :

Exp : 23 Location : Washington, District of Columbia, United States Job Level : N/A Designation : Partner at Deloitte
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Insights For Selling To Anastasia

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • 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 Anastasia is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Anastasia

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Anastasia move?

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

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

You And Anastasia

Personality Compatibility


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