Michael DiFilippo

Commander
DISC Type : D

Chief Financial Officer at Invoca

Los Angeles, California, United States

Overview

Michael DiFilippo is the Chief Financial Officer at Invoca, specializing in finance for high-growth SaaS companies. With an MBA from Dartmouths Tuck School and a CFA certification, he has extensive experience in strategic planning, M&A, and investor relations for both private and public technology firms.

He is a proud alumnus of Penn State University and actively follows its sports teams. Colleagues describe him as objective and effective, with a knack for getting to the heart of a problem and maximizing team efficiencies.

Unique fact: Michael has participated in webinars to teach sales professionals how CFOs think and how to sell to them effectively.

Personality Overview

Impact-Driven

Decisive

Risk-Taker

They are less concerned about the product and more about its potential impact.  They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success.

Topics They Care About

Revenue Execution
As CFO of Invoca, a "revenue execution platform, " he is focused on connecting marketing and sales to drive revenue growth and recently shared a leading Forrester report on the topic.
SaaS Finance
His career is centered on financial leadership for SaaS companies, including his current role and previous positions as Division CFO at Citrix and CFO at AppDirect.
AI in Finance
He is an advisor to Auditoria. AI, which uses AI to automate back-office finance, and his company Invoca is pushing the boundaries of AI in its solutions.

Media Appearances

Michael has no verified media appearances

Work History

11-2019
Chief Financial Officer at Invoca
3-2017
Independent Board Member at ServiceRocket
4-2019
Advisor at Auditoria.AI
7-2017 - 9-2019
Chief Financial Officer & Chief Administrative Officer at AppDirect
6-2012 - 1-2017
VP/Division CFO - SaaS Division at Citrix

Education

1996 - 1998
MBA from The Tuck School of Business at Dartmouth
1985 - 1989
B.S. from Penn State University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Los Angeles, California, United States Job Level : Leadership Designation : Chief Financial Officer at Invoca
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Refer to testimonials from well-known industry leaders
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t take too much time in sending them information if they ask for any
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Michael

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • If convinced, they can reach decisions quite fast.
  • Can Michael take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Michael

Personality Compatibility


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