Francis Tam

Energizer
DISC Type : I

Director - Technical Revenue Accounting at Align Technology

Sunnyvale, California, United States

Overview

Francis Tam is a Director of Technical Revenue Accounting at Align Technology and a Certified Public Accountant. He specializes in complex revenue recognition and SOX compliance, drawing on experience from roles at KLA and Gilead Sciences. He holds a BSc from Santa Clara Universitys Leavey School of Business.

Outside of his professional focus on finance and accounting, Francis possesses distinct linguistic skills, speaking fluent Cantonese and conversational Mandarin. This provides a strong connection to his cultural heritage and facilitates communication across diverse groups.

Unique fact: Francis is fluent in Cantonese and also holds a conversational ability in Mandarin.

Personality Overview

Enthusiastic

Full Of Energy

Relationship Oriented

They are friendly, approachable and love to make new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be.

Topics They Care About

Revenue Recognition
His entire career, current role as a Director, and stated specialties are focused on technical revenue accounting and multiple element arrangements.
SOX Compliance
He has specific expertise in understanding and documenting processes for Sarbanes-Oxley (SOX) compliance and general process improvement.
Global Team Leadership
In a previous consulting role, he was responsible for leading a team of four located around the globe, highlighting his management experience.

Media Appearances

Francis has no verified media appearances

Work History

5-2024
Director - Technical Revenue Accounting at Align Technology
6-2023 - 5-2024
Director - Clear Aligner Revenue Accounting at Align Technology
11-2021 - 6-2023
Senior Revenue Manager at KLA
5-2021 - 11-2021
Revenue Consultant at DeWinter Group
10-2019 - 5-2021
Senior Revenue Manager at Gilead Sciences

Education

BSc. from Santa Clara University Leavey School of Business
Assoc. from Ohlone College

More Information

Social Presence :

Prographics :

Exp : 9 Location : Sunnyvale, California, United States Job Level : Mid-senior Designation : Director - Technical Revenue Accounting at Align Technology
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Insights For Selling To Francis

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Avoid cutting into their flow
  • Don’t be too formal, focus on building comfort and trust
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Francis is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Francis

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Francis move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Francis take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Francis

Personality Compatibility


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