Elizabeth Whitman, CPA

Initiator
DISC Type : Di

Corporate Controller at Residex®

Austin, Texas, United States

Overview

Elizabeth is the Corporate Controller at Residex®, with over 25 years of progressive accounting experience, primarily within the tech industry. A Certified Public Accountant and Central Washington University graduate, she specializes in global M&A transactions, financial reporting, and audit oversight. Colleagues describe her as a dynamic, highly organized, and outstanding leader.


While VP Global Controller at Planview, she led initiatives that successfully reduced the monthly financial close process from 21 days down to just 10.

Personality Overview

Confident

Conviction Driven

Risk-Accepting

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

M&A Integration
Has extensive experience managing both buy and sell-side M&A transactions, including the subsequent system integrations and technical accounting.
Global Team Leadership
Previously led global accounting functions with teams in the US, Sweden, and Germany, and is frequently praised for her engaging leadership style.
Accounting Process Improvement
Demonstrated a commitment to efficiency by implementing process improvements that cut the monthly close timeline by more than half in a prior role.

Media Appearances

Elizabeth has no verified media appearances

Work History

3-2026
Corporate Controller at Residex®
6-2024 - 2-2026
Sr. Director of Tax, Treasury & Special Projects at Planview
3-2021 - 5-2024
Sr. Director of Technical Accounting at Planview
3-2019 - 2-2021
Americas Controller at Planview
7-2017 - 2-2019
VP Global Controller at Planview

Education

Bachelor of Science from Central Washington University
Associate of Arts and Science from Bellevue College

More Information

Social Presence :

Prographics :

Exp : 26 Location : Austin, Texas, United States Job Level : N/A Designation : Corporate Controller at Residex®
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Insights For Selling To Elizabeth

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Clearly address the competitive aspects
  • Get them to a point where they are ready to bat for your product internally

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don’t keep repeating the same information, it could make them impatient
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elizabeth is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Elizabeth

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Elizabeth move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Elizabeth take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Elizabeth

Personality Compatibility


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