Mona Heffernan, CPA

Inquirer
DISC Type : dc

CFO at One Workplace

San Jose, California, United States

Overview

Mona Heffernan is a global chief financial executive at One Workplace with over 20 years of experience across the food, medical device, and heavy equipment industries. An active CPA with an MBA, she is a strategic leader who has guided companies through complex financial environments and is described as dynamic and action-oriented.

Fueled by a long-standing passion for international business, Mona chose finance as an entryway to explore all facets of a company. This curiosity has guided her career, including launching a new subsidiary in China for Caterpillar. She is passionate about building highly engaged, cross-functional teams and nurturing company culture.

Unique Fact: Mona was the 2021 San Francisco Bay Area CFO of the Year and lives by the motto, "I believe in cans and not can-nots. "

Personality Overview

Upfront

ROI Conscious

Hard To Convince

They care equally about the product and its potential impact.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Future of Work
Her recent social media activity focuses on workplace design, hybrid work, and employee experience, reflecting her company's core mission at One Workplace.
Workplace Culture
Emphasizes the importance of people-centric environments and nurturing a company culture where leadership is intentional, a key theme in her current and past roles.
International Business
Has a foundational interest in global business, highlighted by her significant experience launching and managing the financial infrastructure for Caterpillar's operations in China.

Media Appearances

Mona has no verified media appearances

Work History

10-2017
CFO at One Workplace
5-2014 - 5-2017
CFO / General Manager at Del Monaco Foods / Kettle Cuisine
8-2011 - 11-2013
CFO at Bioness Inc.
12-2009 - 7-2011
CFO at GenCo Blue
1-2006 - 4-2009
Business Resources Manager at Caterpillar Inc.

Education

1993 - 1997
Master of Business Administration (MBA) from University of Denver - Daniels College of Business
1988 - 1991
Bachelor of Science (BS) from University of Colorado Boulder - Leeds School of Business

More Information

Social Presence :

Prographics :

Exp : 18 Location : San Jose, California, United States Job Level : Leadership Designation : CFO at One Workplace
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Insights For Selling To Mona

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Avoid long winding pitches, stay objective
  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mona is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Mona

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Mona move?

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

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Mona

Personality Compatibility


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