Elyssa Herman

Visionary
DISC Type : Ds

Managing Director, Finance Transformation at Citi

Brooklyn, New York, United States

Overview

Elyssa Herman is a Senior Managing Director and Executive Vice President at Citi, specializing in finance transformation. With a background at Goldman Sachs, Wells Fargo, and Scotiabank, she excels in creating organizational efficiencies through operating model redesign and data analytics. People who have worked with her describe her as intelligent, forward-thinking, and results-driven.

Based on her activities, Elyssa shows a keen interest in supporting technological advancements in healthcare, particularly in life sciences and biotech. She is also a vocal supporter of womens leadership initiatives and appears to value community-focused programs that create a positive impact.

She once led an award-winning, cross-firm operations transformation project during her time at Goldman Sachs.

Personality Overview

Early Adopter

Direct & Assertive

Goal-Oriented

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 are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Finance Transformation
Her current role as Managing Director of Finance Transformation at Citi focuses on governance, execution, and executive communications for large-scale data and finance programs.
Data & Analytics
She has a consistent track record of building and leading advanced data analytics and machine learning capabilities at multiple major financial institutions like Wells Fargo and Scotiabank.
Operating Model Design
A core specialty mentioned across her profile is redesigning target operating models to create organizational effectiveness and efficiency at scale.

Media Appearances

Elyssa has no verified media appearances

Work History

1-2025
Managing Director, Finance Transformation at Citi
3-2024 - 12-2024
Consultant / Acting COO and Chief Data Analytics Officer at Walter Greenblatt & Associates, LLC
8-2021 - 2-2024
Executive Vice President, Head of Reporting and Analytics at Wells Fargo
11-2017 - 8-2021
Managing Director, Head of Build the US Bank at Scotiabank
2-2014 - 11-2017
COO Investment Banking Technology at Goldman Sachs

Education

BA - Magna Cum Laude from Emory University
Certification from International Coach Academy

More Information

Social Presence :

Prographics :

Exp : 21 Location : Brooklyn, New York, United States Job Level : Mid-senior Designation : Managing Director, Finance Transformation at Citi
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Insights For Selling To Elyssa

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Elyssa 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 Elyssa

  • 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 Elyssa move?

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

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

You And Elyssa

Personality Compatibility


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