Matt Smith, CPA

Inquirer
DISC Type : dc

VP of Finance & Operations at Utility Tri-State

Tulsa, Oklahoma, United States

Overview

Matt is the VP of Finance & Operations at Utility Tri-State, leveraging a background that began in public accounting. He is a licensed CPA and holds a Masters degree from UNC Kenan-Flagler Business School, demonstrating a strong foundation in both finance and accounting principles throughout his career progression.

Outside of his professional life, Matt has a significant background in athletics. He achieved All-State recognition in two sports during his earlier years and was also named to the Atlantic Coast Conference Academic Honor Roll, highlighting a history of discipline and high achievement in competitive sports.

He was a decorated student-athlete at the University of North Carolina at Chapel Hill.

Personality Overview

Judgemental

Hard To Convince

Demanding

They can be nudged to make faster decisions by offering what they value.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Financial Operations
As the VP of Finance & Operations, he is directly responsible for the financial health and operational efficiency of his company.
Professional Development
He recently became a licensed CPA in late 2023, showcasing a commitment to continuous learning and career advancement even at a senior level.
UNC Athletics
As a former student-athlete at the University of North Carolina and an ACC Academic Honor Roll member, he has a deep connection to the university's sports programs.

Media Appearances

Utility Tri-State Inc. – Welcome Home Matt Smith, CPA. Featured in Facebook

See Now

Work History

1-2026
VP of Finance & Operations at Utility Tri-State
6-2025 - 1-2026
Assistant Controller at Utility Tri-State
1-2024 - 5-2025
Senior Accountant at Christopher Investment Company
8-2023 - 12-2023
Senior Accountant at The Camwood Group
9-2022 - 8-2023
Audit Associate at Grant Thornton LLP (US)

Education

7-2021 - 6-2022
Master's degree from UNC Kenan-Flagler Business School
2017 - 2021
Political Science from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : 4 Location : Tulsa, Oklahoma, United States Job Level : Senior Designation : VP of Finance & Operations at Utility Tri-State
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Avoid repeating yourself or making generalizations
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Matt

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Matt take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Matt

Personality Compatibility


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