Mike Cleary

Pioneer
DISC Type : dsi

CFO and COO at Hoalani Group

Carmel, Indiana, United States

Overview

Mike is the CFO and COO at Hoalani Group, an experienced finance professional with a background in Fortune 500 and startup environments. His expertise includes ERP implementation, Sarbanes-Oxley compliance, and process improvement. He holds an MBA from Lake Forest Graduate School of Management and a BS from Indiana University.

He is a writer, sharing lessons from his career in a series called “Confessions of a CFO”. He is a strong advocate for workplace diversity, believing it is a source of strength for any organization. He is also the founder of a professional consulting practice, RPE Consulting LLC.

Unique Fact: Mike describes himself as an "unconventional CFO" who thrives in chaos and believes in the principle of Close Counts over chasing perfection.

Personality Overview

Driven But Considerate

Decisive But Friendly

Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed  They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Topics They Care About

Financial Philosophy
Writes about his experiences and philosophy in "Confessions of a CFO", advocating against chasing perfection in finance and embracing that 'Close Counts'.
ERP Implementation
Has publicly discussed the high failure rates of ERP implementations and the associated "stigma of failure, " indicating a focus on successful project execution.
Process Improvement
Focuses on delivering value-added recommendations and improving operational efficiency, a core part of his background as a consultant and founder of RPE Consulting.

Media Appearances

Mike has no verified media appearances

Work History

1-2023
CFO and COO at Hoalani Group
5-2020
Vice President Of Finance And Operations at CuroGens Inc.
11-2016 - 11-2018
Consultant at RGP
5-2016 - 10-2016
Controller at KP Sullivan Builders Inc.
3-2016
President/Founder at RPE Consulting LLC

Education

2000 - 2002
MBA from Lake Forest Graduate School of Management
1990 - 1994
BS from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 8 Location : Carmel, Indiana, United States Job Level : Leadership Designation : CFO and COO at Hoalani Group
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Insights For Selling To Mike

During A Call Or A Meeting

DO's

  • Mostly stick to your standard pitch and qualifying script, but add some stories or anecdotes to it
  • Ask them for a lunch or coffee once some rapport has been established
  • Use phrases like ‘your decision will’, ‘you will impact’ etc.

DONT's

  • Don’t be very informal during the early interactions even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't lean very heavily into providing too much information, sharing whitepapers etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mike is

  • Nothing less than a strong combination of proof of results, relationship and high levels of professionalism is effective with them.
  • Will you ever get a clear answer from Mike

  • They can say no while staying friendly, but can also be pursuaded to reconsider

Insights For Deal Planning

    How fast (or slow) will Mike move?

  • They are generally fast movers and can take quick decisions
  • Can Mike take some risk or not?

  • They have high risk-appetite but can get ahead of themselves once in a while. Observe carefully

You And Mike

Personality Compatibility


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