Jake Kaufman, CPA

Questioner
DISC Type : c

Accounting Manager at Pine Services Group

Miami-Fort Lauderdale Area, United States

Overview

Jake is the Accounting Manager for Pine Services Group, where he supports finance and accounting operations. He began his career in public accounting at PwC and is a Certified Public Accountant. He holds a Bachelor of Science with Highest Distinction from Indiana Universitys Kelley School of Business and was in the honors program.

Driven by a passion for helping those with disabilities, Jake has served in leadership roles such as a counselor with PAL Academy. He was also the President of the Student Accounting Society at Indiana University, where he focused on the professional and personal growth of its members through various community and social events.

He has a stated passion for helping people with disabilities.

Personality Overview

Systematic

Value Seeker

Price-Sensitive

They prefer to fully evaluate every situation.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Financial Operations
As Accounting Manager, he supports the finance and accounting operations for his firm and its portfolio of operating companies.
Team Leadership
Served as President of the Student Accounting Society and is actively hiring and building his team at Pine Services Group.
Disability Advocacy
Has a self-described passion for helping those with disabilities and has worked as a counselor with PAL Academy.

Media Appearances

Jake has no verified media appearances

Work History

1-2025
Accounting Manager at Pine Services Group
7-2022 - 12-2024
Senior Associate at PwC Private at PwC
7-2021 - 7-2022
Experienced Associate at PwC Private at PwC
5-2020 - 7-2021
Assurance Associate at PwC
12-2017 - 5-2020
President at Student Accounting Society

Education

2016 - 2020
Bachelor of Science (B.S.) with Highest Distinction from Indiana University Bloomington
2012 - 2016
Education details unavailable from Charles W. Flanagan High School

More Information

Social Presence :

Prographics :

Exp : 12 Location : Miami-Fort Lauderdale Area, United States Job Level : Middle Designation : Accounting Manager at Pine Services Group
URL has been copied!

Insights For Selling To Jake

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jake is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jake

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jake move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jake take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jake

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.