Dana Forrest

Trailblazer
DISC Type : ID

Vice President Finance at CALI Floors

San Diego, California, United States

Overview

Dana is a strategic finance executive with over 20 years of experience, currently serving as the VP of Finance at CALI Floors. A graduate of the University of Rhode Islands College of Business, she specializes in corporate finance, FP&A, and governance. Colleagues describe her as highly organized, efficient, and an exceptional professional.


As Senior Director of Finance, she successfully reduced the month-end close time by 40% through automation and workflow redesign.

Personality Overview

Assertive

Friendly But Fast

Persuasive

They are not against taking risks and can make tough decisions when required.
  A combination of speed and relationship gets the best response from them. They prefer to ensure that they are in control of the situation.

Topics They Care About

Forecasting Modernization
She has expressed a need to move beyond complex Excel models to a dedicated forecasting platform to improve accuracy and meet accelerated reporting timelines.
Lean Finance Teams
Believes that a 'lean' finance team is only effective with strong systems and clear priorities to automate busywork and prevent burnout.
Strategic Finance
Focuses on finance's role in guiding future decisions and providing clarity for leadership, rather than just reporting on past performance.

Media Appearances

Dana has no verified media appearances

Work History

4-2025
Vice President Finance at CALI Floors
12-2019 - 3-2025
Senior Director of Finance and Accounting / Controller at CALI Floors
4-2015 - 11-2019
Director of Accounting at SupplyPro, Inc.
4-2012 - 3-2015
Controller at ARS National Services
2007 - 2012
Controller at Sycuan Golf & Tennis Resort

Education

1991 - 1995
Bachelor's degree from University of Rhode Island - College of Business

More Information

Social Presence :

Prographics :

Exp : 29 Location : San Diego, California, United States Job Level : Senior Designation : Vice President Finance at CALI Floors
URL has been copied!

Insights For Selling To Dana

During A Call Or A Meeting

DO's

  • Showcase existing customers and use case-studies to grab their attention
  • Ask them for a lunch or coffee once some rapport has been established
  • Keep your pitch focused on the impact but nurture the relationship too

DONT's

  • Don’t hesitate from asking them how they truly feel about your product
  • Don't make any commitments that you might not be able to fulfill
  • Do not look like someone who doesn’t know what they are talking about

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Dana is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Dana

  • If they are not convinced, they will say no though in a friendly way.

Insights For Deal Planning

    How fast (or slow) will Dana move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Dana take some risk or not?

  • If necessary, they will be ready to take risks.

You And Dana

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.