Leticia Vasquez

Observer
DISC Type : ic

VP Accounting Services at Wise Financial Consulting, Formally X-it Strategy Consulting

Miami-Fort Lauderdale Area, United States

Overview

Leticia Vasquez is an accomplished Fractional CFO who develops and directs accounting and finance functions across multiple disciplines. A graduate of Nova Southeastern University, she is an expert in strategic budget planning, operational improvement, and US GAAP, helping companies achieve sustainable fiscal health.

She has deep experience in regulatory and compliance functions, having previously overseen more than 120 Board of Pharmacy licenses and numerous other state and corporate permits.

Personality Overview

Assertive

Curious

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Startup Financial Health
As a Fractional CFO, she provides strategic financial planning, cash flow forecasting, and KPI analytics for startups and scaling companies.
Regulatory Compliance
Previously oversaw complex compliance functions, including over 120 Board of Pharmacy licenses and numerous corporate registrations across multiple states.
Acquisition Diligence
Her consulting work includes providing diligence for both buy-side and sell-side mergers and acquisitions, a key service of her firm.

Media Appearances

Leticia has no verified media appearances

Work History

1-2023
VP Accounting Services at Wise Financial Consulting, Formally X-it Strategy Consulting
1-2022
Principal, Fractional CFO at Vast Accounting
9-2014 - 4-2022
Finance and Compliance Director at Allivet
9-2014 - 4-2022
Financial Director at Allivet
1-2007 - 9-2014
Accounting and Payroll Manager at Allivet

Education

5-2020 - 4-2022
Master's degree from Nova Southeastern University
2011 - 2014
Bachelor's degree from American InterContinental University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Miami-Fort Lauderdale Area, United States Job Level : Senior Designation : VP Accounting Services at Wise Financial Consulting, Formally X-it Strategy Consulting
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Insights For Selling To Leticia

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Ask them questions to understand their needs better while staying affable
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Leticia is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Leticia

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Leticia move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Leticia take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Leticia

Personality Compatibility


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