Jonathan Race, MBA

Commander
DISC Type : D

Director of Finance And Operations at Balsamiq

San Diego County, California, United States

Overview

Jonathan is the Director of Finance and Operations at Balsamiq, a seasoned professional with expertise in financial planning, data modeling, and business intelligence. A graduate of Cal Poly and holding an MBA from the University of San Diego, he has a strong track record of developing comprehensive forecasting processes from the ground up.

Described by colleagues as talented, detail-oriented, and a person of utmost integrity, he is trusted to deliver excellent results with minimal supervision.

Personality Overview

Very Quick

Strong-Willed

Decisive

They are not focused on building rapport and relationships.  They like to be in a position where they can control the conversation and terms. They like to act fast and expect others to do the same.

Topics They Care About

SaaS Financial Operations
His role at Balsamiq involved managing financial operations specifically for SaaS business models, including revenue recognition, subscription billing, and churn analysis.
Financial Modeling
He developed new forecasting and dynamic revenue models from the ground up at previous companies like Astrey and Lytx, Inc.
Team Leadership
He has experience managing and mentoring pricing and finance teams, focusing on professional development and enhancing team performance.

Media Appearances

Jonathan has no verified media appearances

Work History

7-2023
Director of Finance And Operations at Balsamiq
8-2022 - 7-2023
Business Manager at Balsamiq
4-2022 - 7-2022
Finance Team Lead at Astreya
3-2020 - 4-2022
Financial Analyst IV at Astreya
7-2017 - 3-2020
Senior Financial Analyst, FP&A at Lytx, Inc.

Education

Master of Business Administration - MBA from University of San Diego
Bachelor of Science - BS from California Polytechnic State University-San Luis Obispo

More Information

Social Presence :

Prographics :

Exp : 18 Location : San Diego County, California, United States Job Level : Mid-senior Designation : Director of Finance And Operations at Balsamiq
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Insights For Selling To Jonathan

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Speak about competitive differentiation that your product offers
  • Be respectful but crisp

DONT's

  • Avoid being too verbose
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jonathan is

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

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

Insights For Deal Planning

    How fast (or slow) will Jonathan move?

  • They can take decisions very fast if you manage to convince them.
  • Can Jonathan take some risk or not?

  • The risks don’t matter much to them.

You And Jonathan

Personality Compatibility


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