Charlotte B.

Doer
DISC Type : sd

Member at NOVA Community

Downley, England, United Kingdom

Overview

Charlotte is a commercially focused, ACCA practice-trained accountant with 17 years of experience in finance, holding roles such as Group Financial Controller. She has a 1st class degree in Business Studies with Accounting. Colleagues describe her as diligent, professional, and a great team player with an amazing work ethic.

She is a leader who values building high-performing finance functions and fostering collaborative environments that inspire team growth. A core belief she has shared is that kindness in business is a strength, not a weakness, reflecting her professional values.

Unique fact: She has broad cross-sector experience, including software, SaaS, wholesale (FMCG), and private equity-backed businesses.

Personality Overview

Risk-Accepting

Deliberate Doer

Strategic Planner

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Kindness in Business
Shared a post emphasizing that she views kindness as a strength, not a weakness, in a professional context.
Strategic Finance
Her experience includes strategic thinking and business partnering, and she holds an "Aspiring Finance Director" headline, indicating a focus on high-level financial strategy.
Finance Leadership
Focuses on building and leading high-performing finance teams and is praised for creating collaborative work environments that inspire growth.

Media Appearances

Charlotte has no verified media appearances

Work History

7-2023
Member at NOVA Community
6-2022 - 9-2023
Financial Controller at 2Heads Global Design Limited
6-2020 - 6-2022
Group Financial Controller at Global Infusion Group
4-2017 - 5-2020
Finance Manager at Town & Country Fine Foods
2-2016 - 4-2017
Finance Manager at Data Select

Education

Charlotte has no verified education history

More Information

Social Presence :

Prographics :

Exp : 9 Location : Downley, England, United Kingdom Job Level : N/A Designation : Member at NOVA Community
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Insights For Selling To Charlotte

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • You can spend time on BANT (or other qualification methodology) but keep it to the point

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Charlotte is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Charlotte

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Charlotte move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Charlotte take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Charlotte

Personality Compatibility


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