Cecilia Rubio

Pioneer
DISC Type : Dsi

Director at Citrin Cooperman

New York, New York, United States

Overview

Cecilia Rubio is a Partner at Citrin Cooperman with over 15 years of experience, specializing in the firms Business Process Outsourcing (BPO) and Not-for-Profit Practices. She leverages her background as both an audit manager and an outsourced CFO to service a wide range of clients. Cecilia holds a BBA from Baruch College.

Based on her social media activity, Cecilia appears to be incredibly proud and supportive of the achievements of those close to her. She frequently posts encouraging messages celebrating their hard work, determination, and success.

Unique fact: Cecilia has deep experience on "both sides of the fence" as an external auditor and an internal outsourced CFO for multi-million dollar organizations.

Personality Overview

Friendly But Fast

Driven But Considerate

Dynamic But Sincere

If they are convinced, they can become very strong champions for your product  They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders)

Topics They Care About

Non-Profit Finance
Has extensive experience acting as an outsourced CFO for several multi-million dollar not-for-profit organizations, managing their fiscal operations and financial goals.
Business Outsourcing
Co-leads the Business Process Outsourcing (BPO) practice at her firm, indicating a strong focus on helping clients manage their financial operations externally.
Audit Management
Her career includes significant time as an Audit Manager at multiple firms, where she was responsible for supervising and directing complex client engagements.

Media Appearances

Cecilia has no verified media appearances

Work History

5-2024
Director at Citrin Cooperman
9-2018 - 5-2024
Senior Manager: Outsourced Chief Financial Officer at Maier Markey & Justic LLP
1-2014 - 9-2018
Audit Manager at PKF O'Connor Davies
Audit Manager at Rosen Seymour Shapss Martin & Company, LLP

Education

BBA from Baruch College

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York, New York, United States Job Level : Mid-senior Designation : Director at Citrin Cooperman
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Insights For Selling To Cecilia

During A Call Or A Meeting

DO's

  • During followups, use calls or text if needed, they should be fine
  • Keep your pitch focused on the impact but nurture the relationship too
  • Showcase existing customers and use case-studies to grab their attention

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be very informal during the early interactions even if they are being so themselves

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Cecilia is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Cecilia

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Cecilia move?

  • They are generally fast movers and can take quick decisions
  • Can Cecilia take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Cecilia

Personality Compatibility


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