Jose Jesus Pena Perez, CPA

Enthusiast
DISC Type : i

Audit Partner at HTL International LLC

Richmond, Texas, United States

Overview

Jose is a bilingual Audit Partner and CPA licensed in Texas, Venezuela, and Colombia, with extensive Big Four experience at KPMG. He specializes in the Energy, Real Estate, and Manufacturing sectors and is described by colleagues as a hard-working and expert leader. He is an alumnus of Universidad Católica Andrés Bello.

He is a Certified Public Accountant in three distinct countries: the United States, Venezuela, and Colombia, highlighting his extensive international expertise.

Personality Overview

Non-Confrontational

Consensus Focused

Amiable & Agreeable

They are more about building relationships than just cutting deals.  They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

International Auditing
He is a licensed CPA in the US, Venezuela, and Colombia, with deep experience in USGAAP and PCAOB reporting standards for multinational companies.
Energy Sector Finance
Led the Energy and Natural Resource practice for KPMG in Colombia, focusing on audits for major Oil & Gas companies.
Financial Risk Management
Possesses extensive expertise in all key aspects of financial management, including risk assessment, internal controls, and performance improvement for diverse industries.

Media Appearances

Jose has no verified media appearances

Work History

11-2024
Audit Partner at HTL International LLC
8-2022
Audit Partner at TPS THAYER CPA Firm
1-2021 - 8-2022
Audit Partner at KPMG Audit
10-2015 - 10-2020
Senior Audit Manager at KPMG
1-2012 - 9-2015
Audit Partner at KPMG

Education

2014 - 2014
Education details unavailable from The Wharton School
BS from UCAB - Universidad Católica Andrés Bello

More Information

Social Presence :

Prographics :

Exp : 34 Location : Richmond, Texas, United States Job Level : N/A Designation : Audit Partner at HTL International LLC
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Insights For Selling To Jose Jesus

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jose Jesus is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Jose Jesus

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Jose Jesus move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Jose Jesus take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Jose Jesus

Personality Compatibility


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