Kellan Schneider

Critic
DISC Type : C

Senior Consultant | Strategy & Transactions at Deloitte at Deloitte

Chicago, Illinois, United States

Overview

Kellan is a Senior Consultant at Deloitte in the Strategy & Transactions practice, where he advises C-suite leadership on key investment decisions. A CFA Level I holder and graduate of the University of Illinois Urbana-Champaign, he specializes in financial modeling, valuation, and translating complex analysis into strategic recommendations.

During his time at the University of Illinois, Kellan was a member of the Sigma Chi fraternity. His early career included an internship with the Federal Reserve Bank of St. Louis, where he analyzed financial data and fintech opportunities.

Unique fact: He once built a model to identify and calculate the opportunity for preventing accidental duplicate payments from government agencies.

Personality Overview

Information Seeker

Precise

Negotiator

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Financial Modeling
His work involves building complex financial models, including a 5-year P&L forecast for a national hospital system, to guide executive decisions.
M&A Strategy
As part of Deloitte's Strategy & Transactions team, his work directly supports C-suite stakeholders in M&A, portfolio management, and strategic alternatives.
C-Suite Advisory
He specializes in working directly with CFOs, CEOs, and boards to help translate complex financial problems into clear investment theses and strategic plans.

Media Appearances

Kellan has no verified media appearances

Work History

8-2021
Senior Consultant | Strategy & Transactions at Deloitte at Deloitte
2019 - 8-2020
Treasury DNP Analytics Intern at Federal Reserve Bank of St. Louis
11-2018 - 2019
Marketing Analyst Intern at Dot Foods

Education

2017 - 2021
Bachelor's degree from University of Illinois Urbana-Champaign
2017 - 2021
Minor from University of Illinois at Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 6 Location : Chicago, Illinois, United States Job Level : Middle Designation : Senior Consultant | Strategy & Transactions at Deloitte at Deloitte
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Insights For Selling To Kellan

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Do not use very emotional or colorful language
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kellan is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Kellan

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Kellan move?

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

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

You And Kellan

Personality Compatibility


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