Begoña Ortea

Wildcard
DISC Type : Cis

Senior Financial Planning Analyst at Banco Santander

Greater Madrid Metropolitan Area, Spain

Overview

Begoña Ortea is a Senior Financial Planning Analyst at Santander with over 10 years of experience in finance, accounting, and vendor risk management. Holding a Masters degree, her colleagues describe her as a highly efficient, team-oriented professional with excellent organizational skills.

Demonstrating her immediate value and strong skills, Begoña was once hired on the spot for a previous role and began working that same afternoon.

Personality Overview

Curious But Skeptical

Friendly But Slow

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

Financial Planning
Her current role is focused on financial planning and analysis, including strategic plans, budgeting, and forecasting for Santander.
Vendor Risk Management
She has direct experience in third-party management, implementing risk controls for Technology & Operations channels within Santander Bank.
Agile Methodologies
Recently obtained a "Doing Agile" certification, showing an interest in modern, efficient project management frameworks.

Media Appearances

Begoña has no verified media appearances

Work History

1-2018
Senior Financial Planning Analyst at Banco Santander
11-2015 - 1-2018
Senior Financial Analyst at Santander Bank, N.A.
9-2014 - 10-2015
T&O Finance & Third Party Risk Management at Santander Bank, N.A.
9-2014
Senior Accountant at Banco Santander - Gesban US
Accounting Manager/Controller at Ancín Clima

Education

2007 - 2011
Master´s Degree from Universitat Oberta de Catalunya
2005 - 2005
Finance Portfolio Management and Financial Consulting Postgraduate Course. (UNED - Spain) from Universidad Nacional de Educación a Distancia - U.N.E.D.

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Madrid Metropolitan Area, Spain Job Level : Middle Designation : Senior Financial Planning Analyst at Banco Santander
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Insights For Selling To Begoña

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Be prepared for a lot of questions, answer them objectively
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Don't ask them to move fast, let them take their time and digest all the information
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Begoña is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Begoña

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Begoña move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Begoña take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Begoña

Personality Compatibility


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