Kae J.

Captain
DISC Type : DS

Vice President, Strategic Finance at Workday

San Ramon, California, United States

Overview

Kae J. is the Vice President of Strategic Finance at Workday, bringing expertise from previous roles leading finance for Product & Technology. An MBA graduate from The Wharton School, she is described by colleagues as insightful, professional, and results-oriented. Her prior experience includes managing corporate development and M&A at LiveOps.

A recommendation from an early internship notes she set an "extremely high standard that is impossible for any other intern to live up to. "

Personality Overview

Long-Term Thinker

Consummate Professional

Planner & Achiever

They might take some time to make their mind up but once they do, they don't change it easily.  They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

FP&A Leadership
Selected as a speaker for the Argyle FP&A Leadership Forum, indicating expertise and a public voice in the field of financial planning and analysis.
Finance Talent
Frequently posts about hiring for her team, actively seeking referrals for analytical and strategic thinkers, showing a focus on building a strong team.
Strategic Finance
Her current role as VP of Strategic Finance at Workday underscores her focus on high-level financial planning and corporate strategy.

Media Appearances

Kae has no verified media appearances

Work History

1-2022
Vice President, Strategic Finance at Workday
8-2020 - 12-2020
Vice President, Finance (Product & Technology) at Workday
2-2018 - 8-2020
Sr. Director, Finance (Product & Technology) at Workday
5-2016 - 2-2018
Director, Finance (Product) at Workday
3-2013 - 12-2014
Director (Corp Dev, Channel operations, ISV Partnerships) at LiveOps

Education

2009 - 2011
MBA from The Wharton School
2001 - 2004
BS Business Administration from University of California, Berkeley

More Information

Social Presence :

Prographics :

Exp : 12 Location : San Ramon, California, United States Job Level : Senior Designation : Vice President, Strategic Finance at Workday
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Insights For Selling To Kae

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kae is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Kae

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Kae move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Kae take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Kae

Personality Compatibility


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