Mathew Kelly, CPA, CA

Questioner
DISC Type : c

Director of Finance at Banyan Software

Toronto, Ontario, Canada

Overview

Mathew Kelly is the Director of Finance at Banyan Software, where he has rapidly progressed through several management roles. A Chartered Professional Accountant and graduate of the Lazaridis School of Business & Economics, he began his career in assurance at EY before transitioning to the software industry.

Mathew values being part of a strong team, expressing his excitement about working with an "amazing group" at his company. This suggests he thrives in a collaborative and positive professional environment.

He successfully passed the rigorous 2018 Common Final Examination (CFE) to earn his CPA designation.

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Finance Leadership
Demonstrated a clear leadership trajectory with promotions from Finance Manager to Senior Manager, and then to Director of Finance at Banyan Software.
Software M&A
[Predicted] As a finance leader at Banyan Software, a company focused on acquiring software businesses, he is likely involved in the financial aspects of M&A.
Professional Certification
He proudly announced passing the 2018 CFE, a key step to becoming a Chartered Professional Accountant, showing a commitment to professional development.

Media Appearances

Mathew has no verified media appearances

Work History

1-2025
Director of Finance at Banyan Software
7-2023 - 1-2025
Senior Manager, Finance at Banyan Software
11-2022 - 7-2023
Finance Manager at Banyan Software
10-2020 - 11-2022
Assurance Manager at EY
10-2018 - 9-2020
Senior Staff Accountant at EY

Education

2017 - 2017
Graduate Diploma in Accounting from Lazaridis School of Business & Economics at Wilfrid Laurier University
2013 - 2017
Bachelor of Business Administration (BBA) - Co-op Option from Lazaridis School of Business & Economics at Wilfrid Laurier University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Toronto, Ontario, Canada Job Level : Mid-senior Designation : Director of Finance at Banyan Software
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Insights For Selling To Mathew

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mathew is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Mathew

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Mathew move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Mathew take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Mathew

Personality Compatibility


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