Jordan Lewis, PMP

Critic
DISC Type : C

Manager, Engagement Financial Analyst at Deloitte

Charlottesville, Virginia, United States

Overview

Jordan is a Manager and Engagement Financial Analyst at Deloitte with a demonstrated history in the financial services industry. A certified Project Management Professional (PMP), he holds a Bachelor of Business Administration from Shippensburg University of Pennsylvania and is skilled in financial management and analysis.

His early career experience includes managing intra-governmental payment systems and rebuilding loans from disbursement, highlighting his deep expertise in complex financial reconciliation.

Personality Overview

Objective Thinker

Critic

Negotiator

It is very likely that they will negotiate pricing or other important terms.  They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Engagement Finance
His current role as Manager, Engagement Financial Analyst at Deloitte signifies his expertise in managing the finances of client engagements.
Project Management
He holds a Project Management Professional (PMP) certification, indicating a strong interest and capability in formal project management.
Financial Reconciliation
His previous role involved rebuilding loans, reapplying payments, and managing complex payment and collection systems, showing a core skill in detailed reconciliation.

Media Appearances

Jordan has no verified media appearances

Work History

9-2023
Manager, Engagement Financial Analyst at Deloitte
5-2021 - 9-2023
Senior Consultant, EFA at Deloitte
4-2018 - 5-2021
Consultant PC at Deloitte
11-2016 - 3-2018
Financial Analyst at PHEAA
3-2014 - 11-2016
Treasury Adjustment Specialist at PHEAA

Education

2009 - 2013
Bachelor of Business Administration (B.B.A.) from Shippensburg University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 11 Location : Charlottesville, Virginia, United States Job Level : Middle Designation : Manager, Engagement Financial Analyst at Deloitte
URL has been copied!

Insights For Selling To Jordan

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready to answer many clarity-seeking questions and requests for information
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jordan is

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

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

Insights For Deal Planning

    How fast (or slow) will Jordan move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jordan take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jordan

Personality Compatibility


Other Deloitte Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.