Brandon Pfeffer, CMA

Evaluator
DISC Type : DSC

Director • Finance & Special Projects at QAD

Washington DC-Baltimore Area, United States

Overview

Brandon is a versatile finance executive (MBA, CMA) who excels in improving financial performance through operational excellence, particularly within private equity-backed software firms. He advises CEOs and boards on M&A, strategic planning, and financial modeling to drive EBITDA growth. Colleagues describe him as a knowledgeable, thorough, and high-performing leader who provides actionable insights.

He once led a finance team that increased a companys EBITDA from approximately $250M to $350M.

Personality Overview

Thorough Evaluator

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Private Equity Value
He has deep experience working with PE firms like Thoma Bravo and Riverside, focusing on strategic initiatives to drive growth and maximize ROI for portfolio companies.
Strategic Finance Teams
Advocates for finance departments to evolve beyond routine tasks into strategic partners that guide senior leadership in making optimal business decisions.
SaaS Profitability
Focuses on developing detailed product and customer P&L frameworks to help software companies calibrate pricing, improve margins, and scale annual recurring revenue (ARR).

Media Appearances

Brandon has no verified media appearances

Work History

Director • Finance & Special Projects at QAD
Director • Financial Planning & Analysis at Navigate360
Director • Strategic Finance & Operations at QOMPLX Inc.
Vice President / Senior Advisor • Finance, M&A, Pricing & Treasury at Winston Enterprises LLC
Manager • Finance & Strategy at Reworld Holding Corp.

Education

Master of Science in Industrial Administration (MBA) from Carnegie Mellon University - Tepper School of Business
Bachelor of Science (BS) from Cornell University

More Information

Social Presence :

Prographics :

Exp : N/A Location : Washington DC-Baltimore Area, United States Job Level : Mid-senior Designation : Director • Finance & Special Projects at QAD
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Insights For Selling To Brandon

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brandon is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Brandon

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Brandon move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Brandon take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Brandon

Personality Compatibility


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