Jo Ann E. Cain, CPA, MBA, CFE

Visionary
DISC Type : Ds

Assistant Chief Financial Officer (CFO)/Controller at Ursinus College

United States

Overview

Jo Ann is a transformational CFO with over 12 years of experience driving enterprise-wide turnarounds and building operational infrastructure for growth. A Certified Fraud Examiner (CFE) with an MBA, she is described by colleagues as an ambitious, intelligent, and progressive leader who elevates those around her.

Outside of her executive roles, Jo Ann is dedicated to community service. She actively volunteers to support the homeless, preparing meals and care packages. She also uses her network to help friends and colleagues find new professional opportunities, demonstrating a commitment to supporting others.

Unique Fact: Jo Ann is a Certified Fraud Examiner (CFE), specializing in detecting and deterring financial fraud.

Personality Overview

Early Adopter

Fast But Thoughtful

Big Vision Person

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

Topics They Care About

Operational Excellence
Her career focuses on diagnosing broken processes, reengineering workflows, and building infrastructure to help organizations scale efficiently.
Financial Modernization
She emphasizes embracing technology, leveraging ERP systems, and automating workflows to drive performance and generate cost savings.
Community Volunteering
She actively volunteers with organizations like Hope for the Homeless, where she helps prepare meals for people in need.

Media Appearances

Jo has no verified media appearances

Work History

1-2025
Assistant Chief Financial Officer (CFO)/Controller at Ursinus College
8-2023 - 12-2024
Chief Financial Officer at enCircle
8-2016 - 7-2023
Chief Financial Officer at CU Realty Services, LLC
5-2014 - 7-2016
Chief Financial Officer at VoIP Networks
1-2013 - 5-2014
Chief Financial Officer at Zarwin Baum

Education

Bachelor’s Degree from Arizona State University
Master of Business Administration (M.B.A.) from Brenau University

More Information

Social Presence :

Prographics :

Exp : 12 Location : United States Job Level : Leadership Designation : Assistant Chief Financial Officer (CFO)/Controller at Ursinus College
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Insights For Selling To Jo Ann E.

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • 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
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jo Ann E. 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 Jo Ann E.

  • 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 Jo Ann E. move?

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

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

You And Jo Ann E.

Personality Compatibility


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