Felix Lau, MBA, CMA, PMP

Enthusiast
DISC Type : i

Director of Finance at Red Nucleus

Toronto, Ontario, Canada

Overview

Felix is a client-centric finance and operations leader at Red Nucleus, specializing in driving scalable revenue growth and business transformation. An MBA graduate from the Ivey Business School, he excels at translating complex financial data into actionable insights that enhance operational performance and elevate the client experience.

Guided by a human-centered leadership philosophy, Felix is passionate about empowering teams and partners through streamlined systems and optimized workflows. He has a strong personal commitment to community and service, viewing it as an integral component of success beyond professional accomplishments.

He has personally delivered over $500, 000 in cost savings through his expertise in automation and process optimization.

Personality Overview

Non-Confrontational

Optimistic

Consensus Focused

They are more about building relationships than just cutting deals.  They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Financial Transformation
His focus is on bridging finance and operations to drive growth and efficiency, a core theme in his professional headline and experience.
Process Automation
He has a proven record of delivering significant cost savings, over $500k, specifically through automation and process optimization initiatives.
Data-Driven Decisions
He specializes in translating complex financial data into actionable insights to improve client experience and operational performance.

Media Appearances

Felix has no verified media appearances

Work History

1-2023
Director of Finance at Red Nucleus
11-2021 - 1-2023
Senior Finance Manager at Red Nucleus
9-2019 - 11-2021
Finance Manager at Red Nucleus
7-2018 - 9-2019
Senior Accountant, Finance Restructuring Project at Buchanan Group
8-2014 - 7-2018
Accounting Manager at CleanMark | North America

Education

Master of Business Administration - MBA from Ivey Business School at Western University
Certified Management Accountant (CMA) from Institute of Management Accountants (IMA)

More Information

Social Presence :

Prographics :

Exp : 18 Location : Toronto, Ontario, Canada Job Level : Mid-senior Designation : Director of Finance at Red Nucleus
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Insights For Selling To Felix

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Felix is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Felix

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Felix move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Felix take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Felix

Personality Compatibility


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