CA, CMA Yogender Arora

Evaluator
DISC Type : Dcs

Consulting CFO at SW India

Delhi, India

Overview

Yogender is a dynamic finance leader with over 20 years of experience in FP&A, strategy, and M&A. As a Consulting CFO at Optum, he is adept at business process reengineering and various ERP implementations. Colleagues describe him as a great leader, hardworking superior, and an amazing mentor.

He has an interest in philosophy and mindfulness, reflecting on topics like materialism and the pitfalls of overconsumption. He is dedicated to continuous learning, holding advanced certifications in business finance and completing a leadership program from the Indian Institute of Management, Lucknow.

He received the Founders Award at hCentive, an annual leadership honor given to less than 1% of the companys top-performing employees.

Personality Overview

Quality Focused

Thorough Evaluator

Hard To Convince

They are not very likely to become strong advocates of your product or service  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

Topics They Care About

Financial Strategy
His career is centered on FP&A, M&A due diligence, and strategic financial operations for both US and Indian markets.
ERP Implementation
He is well-versed in implementing and reengineering processes for multiple ERP systems, including SAP, Oracle12i, PeopleSoft, and Netsuite.
Team Leadership
Recommendations repeatedly praise him as a coach and mentor who provides learning opportunities and fosters team growth.

Media Appearances

CA, has no verified media appearances

Work History

4-2023
Consulting CFO at SW India
1-2018 - 7-2023
AVP - Finance & Strategy at hCentive, Inc.
4-2015 - 7-2023
Sr Director - Finance & Strategy at hCentive, Inc.
1-2014 - 7-2023
Director - Finance and Strategy at hCentive, Inc.
1-2014 - 7-2023
AVP - Finance at Optum

Education

7-2023 - 8-2026
Derivatives Module NISM Series VIII from National Institute of Securities Markets (NISM)
2019 - 2019
Advanced Program Leadership Business Excellence from Indian Institute of Management from Indian Institute of Management, Lucknow

More Information

Social Presence :

Prographics :

Exp : 24 Location : Delhi, India Job Level : Leadership Designation : Consulting CFO at SW India
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Insights For Selling To CA, CMA Yogender

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with CA, CMA Yogender is

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

  • 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 CA, CMA Yogender move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can CA, CMA Yogender 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 CA, CMA Yogender

Personality Compatibility


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