James Mosser, CMA

Critic
DISC Type : C

Global Vice President Finance (SaaS) at TelmarHelixa

United States

Overview

James Mosser is the Global Vice President of Finance (SaaS) at TelmarHelix, with extensive experience in financial planning and analysis. His career includes senior roles at major firms like J. P. Morgan Asset Management and Boston Partners Global Investors, showcasing deep expertise in finance and accounting within the asset management and tech industries.

He is a Certified Management Accountant (CMA), having mastered the 12 most critical practice areas in management accounting.

Personality Overview

Objective Thinker

Precise

Negotiator

They like to take decisions independently and do not seek others' support often.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

SaaS Finance
His current role as Global Vice President Finance (SaaS) at TelmarHelix centers on the financial operations and strategy for a software-as-a-service business model.
Financial Planning & Analysis
FP&A has been a consistent theme and key responsibility throughout his career progression at multiple global investment and asset management firms.
Management Accounting
He recently became a Certified Management Accountant (CMA) and is passionate about applying his mastery of critical accounting and finance principles.

Media Appearances

James has no verified media appearances

Work History

9-2022
Global Vice President Finance (SaaS) at TelmarHelixa
8-2017 - 9-2022
Senior Manager Financial Planning Analysis at Boston Partners Global Investors, Inc.
4-2016 - 10-2017
Retirement Busienss Manager at J.P. Morgan Asset Management
8-2012 - 4-2016
Global Manager FP&A at J.P. Morgan Asset Management
10-2010 - 8-2012
Senior Manager Financial Planning Analysis at Robeco

Education

James has no verified education history

More Information

Social Presence :

Prographics :

Exp : 17 Location : United States Job Level : Senior Designation : Global Vice President Finance (SaaS) at TelmarHelixa
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Tell them what ROI they can expect

DONT's

  • Do not use very emotional or colorful language
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from James

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can James take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And James

Personality Compatibility


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