Mary Carter, MBA, CMA

Initiator
DISC Type : Di

Director of Finance at Community Link Consulting

San Antonio, Texas, United States

Overview

Mary Carter is a Certified Managerial Accountant and Director of Finance at Community Link Consulting, holding an MBA from the University of the Incarnate Word. She is a results-driven professional passionate about solving complex problems, improving processes, and managing full-cycle accounting and financial systems to create greater efficiencies.

While Controller at a previous company, she successfully implemented new process management software that led to an 80% reduction in software costs.

Personality Overview

Friendly Challenger

Impact-Oriented

Risk-Accepting

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 usually prefer to drive the conversation.

Topics They Care About

Process Improvement
Her profile emphasizes a "process improvement mindset" and a passion for creating efficiencies, backed by specific examples of successful software implementation.
Financial Systems
Describes financial systems as her "lifeblood" and has hands-on experience bringing accounting functions in-house and establishing internal controls.
Complex Problem-Solving
She explicitly states her passion for tackling challenges, noting, "the more complex the issue, the better. I live for a challenge. "

Media Appearances

Meet Our Team — Community Link Consulting - FQHC Consultants. Featured in Community Link Consulting

See Now

Work History

5-2025
Director of Finance at Community Link Consulting
4-2025 - 5-2025
Senior Consultant / Controller at Community Link Consulting
7-2022 - 1-2025
Controller at Murray Plumbing
8-2020 - 6-2022
Controller at HR Service Partners
9-2017 - 8-2020
COO / Director of Accounting at True North Commercial Real Estate

Education

Master of Business Administration - MBA from University of the Incarnate Word
2014 - 2016
Bachelor’s Degree from University of the Incarnate Word

More Information

Social Presence :

Prographics :

Exp : 9 Location : San Antonio, Texas, United States Job Level : Mid-senior Designation : Director of Finance at Community Link Consulting
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Insights For Selling To Mary

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Get them to a point where they are ready to bat for your product internally
  • Look like someone who is on top of their game

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mary 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 Mary

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

Insights For Deal Planning

    How fast (or slow) will Mary move?

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

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

You And Mary

Personality Compatibility


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