Kelly Winter, CPA

Critic
DISC Type : C

Owner and Parent Support Group Facilitator at Beyond the Manuals Parenting LLC

Greater Boston, United States

Overview

Kelly Winter is the Global Controller at Battery Ventures, where she leads global accounting and financial reporting. A Certified Public Accountant with an MBA from Boston College, she specializes in finance transformation and scaling operations in complex environments. Colleagues describe her as a detail-oriented, collaborative, and calm leader.

Outside of her finance career, Kelly is the founder of Beyond the Manuals Parenting LLC. She runs support groups for new mothers in Duxbury, MA, reflecting her passion for community building and helping parents navigate the challenges of early parenthood. She is a certified Mom Support Group Leader.

Unique fact: Kelly balances her demanding role in global finance with running her own local business focused on providing community support for new parents.

Personality Overview

Objective Thinker

ROI Driven

Precise

They prefer to do logical analysis and value evidence over emotions.  It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Topics They Care About

Finance Transformation
Her core focus is modernizing accounting operations by implementing new technologies, process improvements, and strengthening internal controls in fast-growing companies.
AI in Finance
She has hands-on experience implementing AI-driven tools for expense report reviews to reduce friction and increase visibility within her organization.
Scaling Operations
Specializes in building and scaling accounting functions for complex, multi-entity, international platforms, ensuring accuracy and control during rapid growth.

Media Appearances

Kelly has no verified media appearances

Work History

1-2024
Owner and Parent Support Group Facilitator at Beyond the Manuals Parenting LLC
11-2023
Global Controller at Battery Ventures
7-2022 - 11-2023
Senior Associate Transaction Services at Liberty Mutual Investments
7-2021 - 7-2022
Assurance Senior Manager at PwC
1-2019 - 7-2021
Assurance Manager at PwC

Education

2012 - 2014
Dual Degree MBA/MSA from Boston College Carroll School of Management
2009 - 2012
Bachelor of Science from Bryant University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Boston, United States Job Level : N/A Designation : Owner and Parent Support Group Facilitator at Beyond the Manuals Parenting LLC
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Do not use very emotional or colorful language
  • Make extra effort to not seem pushy or confrontational
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

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

  • 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 Kelly move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Kelly take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Kelly

Personality Compatibility


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