Julia S.

Sharpshooter
DISC Type : DC

Financial Controller at Curated Events (formerly CE Rental)

Holly Springs, North Carolina, United States

Overview

Julia S. is an experienced Financial Controller specializing in budgeting, revenue projections, and data analytics. A graduate of DePaul University with a Masters in Audit and Advisory Services, colleagues have described her as knowledgeable, efficient, flexible, and hardworking.

Her professional interests include Oracle and Thomson Reuters, and she actively pursues continuous learning, having recently completed a course in Data Analytics to enhance her skills in data storytelling.

She was described by a former manager as "by far one of the best hires I have ever made. "

Personality Overview

ROI Driven

Precise But Practical

Rigorous & Demanding

They are very proud of what they do.  They are not focused on building rapport and relationships. They respond better to strong and respectful interactions.

Topics They Care About

Data Storytelling
Recently finished a course on "Data Analytics: Dashboards vs. Data Stories, " indicating a focus on translating complex data into clear, actionable narratives.
Financial Control
Her career is built on expertise in this area, focusing on budgeting, revenue projections, and income statement analysis across multiple controller roles.
Team Development
Highlights developing strong teams as a key skill and has been actively involved in recruiting and hiring for accounting positions.

Media Appearances

Julia has no verified media appearances

Work History

2-2022
Financial Controller at Curated Events (formerly CE Rental)
5-2015 - 1-2022
Controller at KF Partners, LLC
8-2012 - 4-2015
Controller at Microsystems
11-2008 - 5-2012
Sr. Accountant at Cerner Corporation
6-1999 - 9-2008
Director of Finance at US Signal

Education

2016 - 2017
Masters from DePaul Driehaus College of Business
BA from Grand Valley State University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Holly Springs, North Carolina, United States Job Level : N/A Designation : Financial Controller at Curated Events (formerly CE Rental)
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Insights For Selling To Julia

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Make sure that you circle back fast on any action items, it wins their trust
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Julia is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Julia

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Julia move?

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

  • The risks don’t matter much to them.

You And Julia

Personality Compatibility


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