Katherine Torres, MBA

Critic
DISC Type : C

Fractional CFO | Helping $1M-10M Business Owners Unlock Financial Clarity & Growth at Finanzeal Solutions

Washington DC-Baltimore Area, United States

Overview

Katherine Torres is the Founder and Fractional CFO at Finanzeal Solutions, bringing over 20 years of experience in accounting and finance. Leveraging her MBA from Adelphi University, she helps service-based businesses with $1M-$10M in revenue achieve financial clarity and scalable growth.

Outside of her direct client work, Katherine keeps a close pulse on the markets and economic trends. She is an avid reader of major financial publications, including The Wall Street Journal and CNN Business, to stay informed on behalf of the businesses she serves.

After working as a Director of Finance for a non-profit, she founded her firm in 2017 to bridge the financial expertise gap for small businesses.

Personality Overview

Negotiator

Information Seeker

Critic

They don’t appreciate bells and whistles unless backed by data.  They prefer to analyze logically and value objective facts over emotions. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Financial Clarity
Helps business owners who already have a bookkeeper or CPA gain clear, trustworthy monthly reporting and understand their numbers.
Cash Flow Issues
Her core value proposition is fixing and cleaning up cash flow processes for businesses, enabling them to grow with confidence.
Non-Profit Finance
Has significant experience as a Director of Finance for a non-profit and frequently discusses the hidden costs of grant funding.

Media Appearances

Katherine has no verified media appearances

Work History

11-2017
Fractional CFO | Helping $1M-10M Business Owners Unlock Financial Clarity & Growth at Finanzeal Solutions
6-2012 - 11-2017
Director of Finance at Defy Ventures
3-2008 - 7-2012
Property Accountant at Jack Resnick & Sons, Inc.
6-2006 - 3-2008
Accountant at Leor Management Corp

Education

2017 - 2019
Master of Business Administration - MBA from Adelphi University
2008 - 2012
Bachelor of Science - BS from Plaza College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Washington DC-Baltimore Area, United States Job Level : Leadership Designation : Fractional CFO | Helping $1M-10M Business Owners Unlock Financial Clarity & Growth at Finanzeal Solutions
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Insights For Selling To Katherine

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready for penetrating questions and critical examination of your pitch
  • Be formal and objective, they will appreciate it more

DONT's

  • Do not use very emotional or colorful language
  • Don’t try too hard to build a relationship with them
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katherine is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Katherine

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Katherine move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Katherine take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Katherine

Personality Compatibility


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