Charlie Goodman

Questioner
DISC Type : c

Audit Associate at KPMG US

New York, New York, United States

Overview

Charlie is a Financial Services Audit Associate at KPMG in New York City. A two-time graduate of Tulane University with a Masters in Accounting, he has successfully passed all four parts of the CPA examination. His background includes experience in audit, accounts payable, and equity research.

Charlie has a notable interest in behavioral psychology, which he pursued as a minor during his undergraduate studies. He also has international experience, having completed an exchange semester at the ZHAW School of Management and Law in Switzerland, showcasing a curiosity for global perspectives.

Unique fact: Charlie passed all four rigorous sections of the Uniform CPA Examination after nine months of studying, before beginning his full-time role.

Personality Overview

Value Seeker

Price-Sensitive

Systematic

They are more likely than others to negotiate on pricing and terms.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

Financial Auditing
He is an Audit Associate in the Financial Services practice at KPMG and has passed all sections of the CPA exam.
Equity Analysis
Previously worked as an Equity Research Analyst at Burkenroad Reports, where he designed financial growth models and performed competitor analysis.
Behavioral Psychology
He chose to pursue a minor in Psychology at Tulane University, suggesting an interest in the intersection of human behavior and finance.

Media Appearances

Charlie has no verified media appearances

Work History

10-2025
Audit Associate at KPMG US
1-2024
Incoming Audit Associate at KPMG US
9-2023 - 3-2024
Audit Intern at KPMG
6-2023 - 8-2023
Accounting Intern at SupplyHouse.com
1-2023 - 5-2023
Equity Research Analyst at Burkenroad Reports

Education

8-2023 - 12-2024
Master's degree from Tulane University - A.B. Freeman School of Business
8-2020 - 12-2024
Bachelor's degree from Tulane University

More Information

Social Presence :

Prographics :

Exp : 3 Location : New York, New York, United States Job Level : N/A Designation : Audit Associate at KPMG US
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Insights For Selling To Charlie

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlie is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Charlie

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Charlie move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Charlie take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Charlie

Personality Compatibility


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