Nellie Lai, CPA

Energizer
DISC Type : I

Senior Manager, Finance and Accounting at Cloudera

Cupertino, California, United States

Overview

Nellie Lai is a Certified Public Accountant and Senior Manager of Finance and Accounting at Cloudera. An alumna of UC Berkeleys Haas School of Business, she has extensive experience in corporate finance and SEC reporting from roles at tech companies like Aviat Networks and Magma Design Automation.


Her career demonstrates a consistent focus on financial leadership and compliance within the technology sector.

Personality Overview

Informal

Big Picture Person

Imaginative

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Corporate Finance
Her career history as a Finance Director and Senior Manager at companies like Cloudera and Magma Design Automation showcases her expertise in this field.
SEC Reporting
She held the specific title of SEC Reporting Manager at Aviat Networks, indicating a specialized skill set in public company financial compliance.
Financial Accounting
As a Certified Public Accountant (CPA), she possesses deep, certified knowledge of accounting principles, which is foundational to her senior finance roles.

Media Appearances

Nellie has no verified media appearances

Work History

9-2014
Senior Manager, Finance and Accounting at Cloudera
2-2012 - 8-2014
SEC Reporting Manager at Aviat Networks
4-2011 - 1-2012
Consultant at Aviat Networks
Finance Director at Magma Design Automation
Senior Accounting Manager at Magma Design Automation

Education

B.S. from University of California, Berkeley, Haas School of Business

More Information

Social Presence :

Prographics :

Exp : 14 Location : Cupertino, California, United States Job Level : Middle Designation : Senior Manager, Finance and Accounting at Cloudera
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Insights For Selling To Nellie

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nellie is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Nellie

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Nellie move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Nellie take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Nellie

Personality Compatibility


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