Carlos F. Flores

Sharpshooter
DISC Type : DC

Interim Chief Financial Officer at Uncle Nearest, Inc.

Miami, Florida, United States

Overview

Carlos is a fractional CFO and COO who specializes in scaling tech-enabled companies. An M&A and exit specialist, he leverages AI and data-driven insights to optimize profits and operational efficiency for SMEs. He holds an MBA from Northwesterns Kellogg School of Management and certifications in Generative AI.

Personality Overview

Precise But Practical

Rigorous & Demanding

Fast But Analytical

They do not care very much about building rapport or relationships.  They put a lot of effort into ensuring personal success. They respond better to strong and respectful interactions.

Topics They Care About

AI in Finance
Utilizes AI tools to drive financial and operational strategies and holds recent certifications in Generative AI assistants.
Fractional Leadership
His career is built on providing part-time, expert CFO and COO services to small and medium-sized enterprises, helping them scale and restructure effectively.
Tech M&A
Acts as an M&A and exit specialist, advising CEOs and CFOs on acquisitions, fundraising, due diligence, and post-acquisition integration within the tech sector.

Media Appearances

Carlos has no verified media appearances

Work History

3-2025
Interim Chief Financial Officer at Uncle Nearest, Inc.
1-2024 - 3-2025
Managing Partner at Fractional CFO and COO | Startup Builders
9-2015 - 2-2024
Managing Partner at Fractional CFO and COO | Startup Builders
9-2018 - 2-2022
Chief Financial Officer/Chief Operating Officer at Fame and Partners
2-2018 - 8-2019
Chief Financial Officer/Chief Technology Officer at Cuppls.com, Inc.

Education

1992 - 1994
Master of Business Administration (MBA) from Northwestern University - Kellogg School of Management
Master's degree from Stevens Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 8 Location : Miami, Florida, United States Job Level : Leadership Designation : Interim Chief Financial Officer at Uncle Nearest, Inc.
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Insights For Selling To Carlos F.

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Objectively showcase the impact that your product creates

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carlos F. is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Carlos F.

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Carlos F. move?

  • If convinced, they can reach decisions quite fast.
  • Can Carlos F. take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Carlos F.

Personality Compatibility


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