Juan Carlos Caltempa

Activist
DISC Type : Cd

CFO - GERENTE DE ADMINISTRACIÓN Y FINANZAS at Excellence Freights México

Mexico City Metropolitan Area

Overview

Juan Carlos is a seasoned finance and administration director with experience across retail, services, and manufacturing. His expertise lies in enhancing profitability, managing budgets, and improving internal controls. Holding a Masters degree, he is described by colleagues as a dedicated, responsible, and excellent leader.

He has a keen interest in the intersection of finance and technology, recently discussing the use of Artificial Intelligence in tax administration and the strategic importance of successful ERP implementations for business transformation.

Personality Overview

Observative

Perfectionist

Value Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

ERP Implementation
He recently shared his professional experience on how to successfully implement ERP systems to transform and enhance business processes.
AI in Finance
He follows trends in financial technology, having recently posted about the Mexican tax authority's use of AI to detect inconsistencies and fraud.
Strategic Finance
His career has focused on increasing company profitability by reducing operating expenses and improving financial policies and procedures.

Media Appearances

Juan has no verified media appearances

Work History

8-2024
CFO - GERENTE DE ADMINISTRACIÓN Y FINANZAS at Excellence Freights México
10-2021 - 4-2023
Director de finanzas at NAVITEK
5-2015 - 12-2020
National Finance Manager at Carvajal TyS MX
6-2012 - 4-2015
Chief Financial Officer at Grupo Parisina
12-2010 - 5-2012
Accounting Controller at MUEBLES DICO

Education

1997 - 2001
Contador Público from Instituto Politécnico Nacional
2018 - 2020
Maestría from Universidad Latinoamericana, S.C.

More Information

Social Presence :

Prographics :

Exp : 32 Location : Mexico City Metropolitan Area Job Level : Leadership Designation : CFO - GERENTE DE ADMINISTRACIÓN Y FINANZAS at Excellence Freights México
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Insights For Selling To Juan Carlos

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Stress on the business value that your product offers
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Juan Carlos is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Juan Carlos

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Juan Carlos move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Juan Carlos take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Juan Carlos

Personality Compatibility


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