Kyle Lewis, CPA

Judge
DISC Type : Dc

Chief Financial Officer at The Tatnall School

Wilmington, Delaware, United States

Overview

Kyle Lewis is a Certified Public Accountant serving as the Chief Financial Officer for The Tatnall School. With an MBA from UNC Kenan-Flagler Business School, he specializes in financial management for independent schools, having previously held CFO and Finance Director roles at Greensboro Day School and Durham Academy.

Beyond his executive career in finance, Kyle has a demonstrated passion for athletics and youth development. He has dedicated his time to coaching, previously serving as a Volleyball Coach for Triangle Volleyball, Inc. , applying his leadership skills in a different competitive environment.

He balances his role as a financial executive with experience as an educator, having taught accounting as an Adjunct Instructor.

Personality Overview

Features Driven

Quality Focused

Generally Skeptic

They like to stay in control of the negotiation or defining of the terms.  They are less concerned about the product and more about its potential impact. They prefer to move quickly, and expect the same from others.

Topics They Care About

Independent School Finance
His career is centered on financial leadership at independent schools, including The Tatnall School, Greensboro Day School, and Durham Academy.
Financial Planning
His background includes expertise in financial forecasting, budget preparation, variance analysis, and financial audits for educational institutions.
Youth Volleyball
He has direct experience as a Volleyball Coach with Triangle Volleyball, Inc. , indicating a personal interest in youth sports and coaching.

Media Appearances

Kyle has no verified media appearances

Work History

4-2023
Chief Financial Officer at The Tatnall School
9-2020 - 4-2023
Chief Financial Officer at Greensboro Day School
1-2018 - 5-2018
Adjunct Instructor - Accounting at Wake Technical Community College
11-2015 - 6-2018
Volleyball Coach at Triangle Volleyball, Inc.
5-2014 - 9-2020
Finance Director at Durham Academy

Education

2018 - 2020
Master of Business Administration - MBA from UNC Kenan-Flagler Business School
2009 - 2010
Master's degree from North Carolina State University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Wilmington, Delaware, United States Job Level : Leadership Designation : Chief Financial Officer at The Tatnall School
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Insights For Selling To Kyle

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Be respectful but crisp
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Avoid being too verbose
  • Don't try too hard to forge relationships with them
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kyle is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Kyle

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Kyle move?

  • If convinced, they can reach decisions quite fast.
  • Can Kyle take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Kyle

Personality Compatibility


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