Erica Nelson

Enthusiast
DISC Type : i

Audit Analytics Leader at Deloitte & Touche LLP

Chicago, Illinois, United States

Overview

Erica Nelson is a distinguished leader at Deloitte, serving as the Global and US Audit Analytics Leader and an Audit Partner in the Investment Management practice. A graduate of Northwestern University, she has extensive experience with hedge funds, commodity pools, and private equity funds, providing both audit and consulting services.

She spearheads Deloitte’s efforts in talent, recruitment, and learning development for the audit analytics practice, shaping the next generation of professionals in the field.

Erica leads the operations for the 220-person US Audit Analytics practice at Deloitte.

Personality Overview

Optimistic

Non-Confrontational

Story Driven

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Audit Analytics
As the Global and US leader for Audit Analytics at Deloitte, she is at the forefront of integrating data and technology into modern auditing practices.
Investment Management
Her core client base includes a wide variety of investment companies, such as hedge funds, fund of funds, and private equity funds.
Talent Development
She leads Deloitte's strategic efforts around talent, recruitment, and learning development for the firm's analytics professionals, indicating a passion for mentoring.

Media Appearances

Erica has no verified media appearances

Work History

12-2014
Audit Analytics Leader at Deloitte & Touche LLP
2002
Partner at Deloitte & Touche LLP
1991 - 2002
Manager at Arthur Andersen

Education

1987 - 1991
Bachelors from Northwestern University

More Information

Social Presence :

Prographics :

Exp : 35 Location : Chicago, Illinois, United States Job Level : Senior Designation : Audit Analytics Leader at Deloitte & Touche LLP
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Insights For Selling To Erica

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erica is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Erica

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Erica move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Erica take some risk or not?

  • They can take some low-probability risks if needed.

You And Erica

Personality Compatibility


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