Brian Allen

Critic
DISC Type : C

SVP, Accounting & Finance Operations at Carta

Salt Lake City Metropolitan Area, United States

Overview

Brian Allen is the SVP of Accounting & Finance Operations at Carta, where he helps build the future of equity management. He has a history of progressive leadership, moving from Corporate Controller to SVP. People who have worked with him describe him as dedicated with great attention to detail.

Outside of his professional role, Brian is deeply connected to the Utah community. He actively promotes the states growing tech scene and maintains strong ties to local institutions, including Brigham Young University and The Church of Jesus Christ of Latter-day Saints.

He is passionate about growing the SaaS and tech industry specifically within his home state of Utah.

Personality Overview

Negotiator

Precise

Critic

They like to do things independently and don’t look for support from others.  Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Equity Management
His role at Carta is centered on building the future of equity management and private market liquidity for companies.
Operational Best Practices
Co-hosted a virtual event in March 2024 to share strategies and learnings on managing the audit and tax season process.
Finance Team Building
Actively posts about hiring for his growing finance and accounting teams at Carta, indicating a focus on attracting top talent.

Media Appearances

Brian has no verified media appearances

Work History

3-2022
SVP, Accounting & Finance Operations at Carta
5-2019 - 3-2022
Vice President, Corporate Controller at Carta
4-2018 - 5-2019
Corporate Controller at Carta
4-2017 - 3-2018
Vice President Finance at Workfront
7-2016 - 4-2017
Corporate Controller at Workfront

Education

2004 - 2006
Masters from Utah State University
2000 - 2004
BS from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Salt Lake City Metropolitan Area, United States Job Level : Leadership Designation : SVP, Accounting & Finance Operations at Carta
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

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

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

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Brian take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Brian

Personality Compatibility


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