Joshua Audi, CPA

Evaluator
DISC Type : scd

CFO and Interim COO at Catholic Charities Fort Worth

Arlington, Texas, United States

Overview

Joshua has no verified overview

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Joshua has no verified topics they care about

Media Appearances

Joshua has no verified media appearances

Work History

8-2019 - 4-2020
CFO and Interim COO at Catholic Charities Fort Worth
5-2015
CFO / Vice President of Administration at Catholic Charities Fort Worth
6-2011 - 4-2015
Director of Finance at Catholic Charities Fort Worth
Licensing & Health Care Manager at Camp Sonshine

Education

2008 - 2010
Master of Professional Accounting from The University of Texas at Arlington - College of Business
1999 - 2003
BS from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 8 Location : Arlington, Texas, United States Job Level : Leadership Designation : CFO and Interim COO at Catholic Charities Fort Worth
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Insights For Selling To Joshua

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Joshua is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Joshua

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Joshua move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Joshua take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Joshua

Personality Compatibility


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