Manoj Panjwani

Observer
DISC Type : ic

Executive Director, Financial Planning and Analysis at DTCC

New York City Metropolitan Area, United States

Overview

Manoj is the Executive Director of FP&A at DTCC, providing financial leadership for businesses with over $2 billion in revenue. A Chartered Financial Analyst (CFA) with an MBA from Wake Forest University, he specializes in profitability management, M&A integration, and building high-performing finance teams.

He has a strong background in leading complex financial projects, including new product launches and system implementations, across major financial institutions like Barclays Capital and Lehman Brothers.

Interesting fact: He led the general ledger and financial reporting integration of Lehman Brothers Private Investment Management business after its merger with Barclays.

Personality Overview

Example Seeker

Value Driven

Curious

They ask a lot of questions and rely heavily on information and collaterals.  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

Profitability Management
Manages financial performance for businesses with revenues up to $10B, focusing on revenue growth, cost optimization, and strategic decision support.
M&A Integration
Has direct experience leading complex post-merger activities, specifically the financial reporting and general ledger integration of Lehman Brothers' business into Barclays.
Building Finance Teams
Focuses on building high-performing and motivated teams capable of delivering on complex financial objectives.

Media Appearances

Manoj has no verified media appearances

Work History

2-2011
Executive Director, Financial Planning and Analysis at DTCC
11-2008 - 2-2011
Manager, Valuation and Planning Group at PSEG
9-2008 - 11-2008
Vice President at Barclays Capital
7-2006 - 9-2008
Vice President at Lehman Brothers

Education

MBA from Wake Forest University School of Business
B. Tech. from Indian Institute of Technology (Banaras Hindu University), Varanasi

More Information

Social Presence :

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Exp : 19 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Executive Director, Financial Planning and Analysis at DTCC
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Insights For Selling To Manoj

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Invite them for a social do but don’t rely solely on the relationship
  • Ask them questions to understand their needs better while staying affable

DONT's

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

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Manoj is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Manoj

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

Insights For Deal Planning

    How fast (or slow) will Manoj move?

  • They like to analyze well and then make their decisions.
  • Can Manoj take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Manoj

Personality Compatibility


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