Matthew Victor, CPA

Critic
DISC Type : C

Principal at Waverly Place Advisors

New York City Metropolitan Area, United States

Overview

Matthew Victor is an accomplished financial manager and Principal at Waverly Place Advisors, specializing in advising venture-backed startups. An expert in M&A, financial modeling, and risk management, he holds a CPA certification and has led finance departments at companies like PetPlate and Acquco.

He holds both a Bachelor of Arts and a Bachelor of Science from Washington and Lee University.

Personality Overview

Critic

ROI Driven

Objective Thinker

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Venture-Backed Startups
His career focus involves advising and leading finance for venture-backed companies like PetPlate, Acquco, and Bespoke Pos.
E-commerce Finance
He has direct experience overseeing finance departments at venture-backed e-commerce startups, including Acquco and Bespoke Pos.
Mergers & Acquisitions
Lists advising clients through mergers and acquisitions as a key area of his professional expertise.

Media Appearances

Matthew has no verified media appearances

Work History

1-2020
Principal at Waverly Place Advisors
3-2023
SVP, Finance at PetPlate
2-2022 - 3-2023
VP, Finance at Acquco
3-2017 - 2-2022
Director, Finance at Bespoke Post
2-2016 - 3-2017
Controller at Cognical

Education

Bachelor of Science from Washington and Lee University
Bachelor of Arts from Washington and Lee University

More Information

Social Presence :

Prographics :

Exp : 9 Location : New York City Metropolitan Area, United States Job Level : Middle Designation : Principal at Waverly Place Advisors
URL has been copied!

Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Matthew

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Matthew take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Matthew

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.