Jennifer Y. Chan, CFA

Captain
DISC Type : DS

CFO & Board Member at EchoHer

San Francisco Bay Area, United States

Overview

Jennifer is a growth-focused CFO with over two decades of experience in financial leadership for VC/PE funded technology startups in SaaS, ML, and AI. A Chartered Financial Analyst (CFA) with an MBA, people who have worked with her often describe her as focused, dedicated, and a hands-on top performer.

She is passionate about building startups and empowering others within the industry. Jennifer actively mentors early-stage entrepreneurs at Alchemist Accelerator and is a CFO and Board Member at EchoHer, a community dedicated to helping women founders build successful businesses and amplifying their voices in entrepreneurship.

As a board member at EchoHer, she helps host events like the annual gala and educational workshops for founders.

Personality Overview

Consummate Professional

Output-Driven

Decisive But Calm

They exhibit a rare combination of being result-oriented but patient at the same time.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Women in Entrepreneurship
As a board member of EchoHer and through her social media, she actively promotes events and communities that support female founders and women CFOs.
Startup Finance
She provides advice on finance and fundraising to early-stage entrepreneurs as a mentor and hosts educational events like "Startup Finances 101" through EchoHer.
Growth Strategy
Her professional focus is on identifying trends and opportunities to define growth strategies for tech startups, including planning debt and equity financing to drive expansion.

Media Appearances

Jennifer has no verified media appearances

Work History

10-2024
CFO & Board Member at EchoHer
10-2024
Chief Financial Officer (CFO) at Aclima, Inc.
2024 - 2025
Chief Financial Officer (CFO) at Spatially Health
11-2023
Startup Mentor & Coach at Alchemist Accelerator
6-2020 - 5-2024
Vice President of Finance & Operations at Scuba Analytics

Education

MBA from The George Washington University
B.A. from University of International Business and Economics

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : CFO & Board Member at EchoHer
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Insights For Selling To Jennifer

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Let them know of potential risks but suggest mitigation methods alongside
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't shy away from asking hard questions, but be extra polite
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jennifer is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Jennifer

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Jennifer move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Jennifer take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Jennifer

Personality Compatibility


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