James J. Bernard, CPA

Judge
DISC Type : Dc

Director, Global Capital Markets, Enterprise Software Sales - EMEA at Donnelley Financial Solutions (DFIN)

Greater London, England, United Kingdom

Overview

James is a results-driven Director at DFIN, specializing in enterprise software sales for Global Capital Markets in the EMEA region. As a Certified Public Accountant with a deep background in IT, he excels at helping finance and legal professionals streamline IPO, M&A, and compliance processes. Colleagues describe him as strategic, consistent, and smart.


He is a Certified Public Accountant who uniquely combines deep financial expertise with an extensive career in enterprise technology sales, effectively bridging the gap between the two fields.

Personality Overview

Fast But Wary

Demanding

Objective Thinker

They do not care very much about building rapport or relationships.  They respond well to strong and respectful communication. They put a lot of effort into ensuring personal success.

Topics They Care About

IPO Readiness
Frequently shares content and hosts events focused on helping companies navigate the complexities of preparing for an Initial Public Offering in the current market.
Financial Reporting
Champions DFIN's ActiveDisclosure software, showcasing how it optimizes the efficiency of financial reporting and SEC disclosures for public and pre-IPO companies.
Risk & Compliance
His role is centered on compliance solutions. He emphasizes the importance of clear risk oversight for boards, particularly concerning cybersecurity and regulatory changes.

Media Appearances

James has no verified media appearances

Work History

7-2020
Director, Global Capital Markets, Enterprise Software Sales - EMEA at Donnelley Financial Solutions (DFIN)
10-2016 - 7-2020
Director, Compliance Solutions at Donnelley Financial Solutions (DFIN)
6-2013 - 10-2016
ActiveDisclosure Account Executive (formerly RR Donnelley) at Donnelley Financial Solutions (DFIN)
2-2013 - 6-2013
Regional Sales Manager at Vena Solutions
5-2011 - 1-2013
Director Regulatory and Compliance Solutions at Trintech

Education

1983 - 1985
B.A. from Governors State University
1981 - 1982
Business Administration from DePaul University

More Information

Social Presence :

Prographics :

Exp : 39 Location : Greater London, England, United Kingdom Job Level : Mid-senior Designation : Director, Global Capital Markets, Enterprise Software Sales - EMEA at Donnelley Financial Solutions (DFIN)
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Insights For Selling To James J.

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Get to the point quickly instead of spending time doing small talk
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being a storyteller and don’t try to oversell
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James J. is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from James J.

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will James J. move?

  • If convinced, they can reach decisions quite fast.
  • Can James J. take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And James J.

Personality Compatibility


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