Kortney Trasolini

Inspirer
DISC Type : id

Accounting Controller at Expensify

San Francisco Bay Area, United States

Overview

Kortney is the Accounting Controller at Expensify, bringing a strong background in financial auditing from her time at PwC. A licensed CPA, she has experience with top Silicon Valley companies and holds a Bachelor of Science from Santa Clara Universitys Leavey School of Business.

She has demonstrated leadership qualities since her university days, where she was actively involved in various leadership roles and assisted the Dean of the Leavey School of Business with event planning. People who have worked with her describe her as professional and energetic.

Unique fact: During college, Kortney served as a "Learning Leader" for a Business Leadership class, acting as a resource for fellow students.

Personality Overview

Charming & Persuasive

Generous

Decisive

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Technology Accounting
Explicitly stated a career goal of pursuing accounting within the technology industry, a goal actualized by her current role at Expensify.
Financial Auditing
Gained significant experience auditing Fortune 500 companies in Silicon Valley while working as a Senior Associate at PwC.
Leadership Development
Sought out and held many leadership roles throughout her college career and was praised for her professionalism and energy as a peer leader.

Media Appearances

Kortney has no verified media appearances

Work History

4-2021
Accounting Controller at Expensify
10-2016 - 4-2021
Accounting Manager at Expensify
9-2012 - 3-2016
Senior Associate at PwC
1-2010 - 6-2012
Dean's Assistant at Santa Clara University
6-2011 - 8-2011
Summer Assurance Intern at PwC

Education

2008 - 2012
Bachelor of Science (B.S.) from Santa Clara University Leavey School of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Accounting Controller at Expensify
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Insights For Selling To Kortney

During A Call Or A Meeting

DO's

  • Clearly address the competitive aspects
  • Acknowledge their status and position during the conversation
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kortney is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Kortney

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Kortney move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Kortney take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Kortney

Personality Compatibility


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