Luke Farrelly

Supporter
DISC Type : s

Vice President Global Accounting and Finance at Vertex Inc.

Greater Philadelphia, United States

Overview

Luke Farrelly is the Vice President of Global Accounting and Finance at Vertex Inc. , a publicly traded SaaS company. With over 25 years at Vertex, he has risen through the ranks, leading financial strategy, business process improvement, and major technology projects. He holds a Bachelor of Science from Millersville University of Pennsylvania.

There is no publicly available information regarding Lukes personal life or hobbies.

Luke recently led Vertexs successful ERP and financial management systems transformation, a project he discussed as a guest on a Workday podcast.

Personality Overview

Thoughtful In Approach

Calm

Slow To Decisions

Their motivation stems from the impact that their decisions can have on the organization.
  They usually go by the book, following all rules and procedures. They are good and approachable with everyone, internally and externally.

Topics They Care About

ERP Transformation
Led the finance and overall business modernization project for Vertex's Workday implementation, significantly improving efficiency and data insights.
SaaS Finance
As a finance leader at a publicly traded SaaS company, he focuses on key metrics like annualized and gross recurring revenue to drive decision-making.
Team Development
Actively posts about hiring for the finance team and noted in a podcast that employee engagement scores in finance have risen since their system modernization.

Media Appearances

Luke has no verified media appearances

Work History

12-2023
Vice President Global Accounting and Finance at Vertex Inc.
4-2021 - 1-2024
Senior Director Finance and Accounting at Vertex Inc.
4-2018 - 4-2021
Director Finance and Accounting at Vertex Inc.
Senior Accountant at CDNOW

Education

Bachelor of Science (B.S.) from Millersville University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 7 Location : Greater Philadelphia, United States Job Level : Senior Designation : Vice President Global Accounting and Finance at Vertex Inc.
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Insights For Selling To Luke

During A Call Or A Meeting

DO's

  • Focus your pitch on the impact that you could help them have on their organization
  • Pause and ask them if they have any questions
  • If possible, connect them to existing customers

DONT's

  • Don’t don the salesperson avatar, be the friendly advisor instead
  • Don’t rush them to make quick decisions
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luke is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Luke

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Luke move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Luke take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Luke

Personality Compatibility


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