Danny M.

Pioneer
DISC Type : ids

Head of SEC Reporting, M&A and Technical Accounting at SailPoint

United States

Overview

Danny is a Certified Public Accountant with 15 years of experience specializing in SEC reporting, technical accounting, and M&A for companies including SailPoint and HashiCorp. A collaborative leader, he holds a Masters degree from The University of Texas at El Paso and focuses on finance transformation and team development.

His background includes studies in Asian Studies and International Business at Kansai Gaidai University in Japan, suggesting a strong interest in global commerce and cross-cultural dynamics. This international experience provides a unique perspective to his financial expertise.

Unique fact: He has recent, direct experience leading accounting teams through two separate company acquisitions in consecutive years by IBM and a private equity firm.

Personality Overview

Decisive But Friendly

Friendly But Fast

Driven But Considerate

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

Finance Transformation
He is motivated by a "work smarter, not harder" philosophy and has experience redesigning reporting processes with automation tools like Workiva.
SEC Reporting Automation
He has led the implementation of automated workflows for SEC reporting and shared content online related to achieving a virtual financial close.
M&A Accounting
His current role includes M&A, and he has guided technical accounting teams through two successful acquisitions at his previous companies, HashiCorp and Eargo.

Media Appearances

Danny has no verified media appearances

Work History

1-2025
Head of SEC Reporting, M&A and Technical Accounting at SailPoint
4-2024 - 1-2025
Head of SEC Reporting and Technical Accounting at HashiCorp
5-2023 - 4-2024
Head of SEC Reporting and Technical Accounting at Eargo
8-2022 - 5-2023
Director - Technical Accounting at CBRE
1-2021 - 8-2022
Director - SEC Reporting at CBRE

Education

2007 - 2008
Master's degree from The University of Texas at El Paso
2004 - 2005
Asian Studies and International Business from Kansai Gaidai University

More Information

Social Presence :

Prographics :

Exp : 6 Location : United States Job Level : Mid-senior Designation : Head of SEC Reporting, M&A and Technical Accounting at SailPoint
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Insights For Selling To Danny

During A Call Or A Meeting

DO's

  • Ask them for a lunch or coffee once some rapport has been established
  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don't lean very heavily into providing too much information, sharing whitepapers etc.
  • 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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Danny 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 Danny

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

Insights For Deal Planning

    How fast (or slow) will Danny move?

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

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

You And Danny

Personality Compatibility


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