Niel Valdez

Questioner
DISC Type : c

Financial Analyst at Excelsia University College

Austral, New South Wales, Australia

Overview

A results-driven financial professional with extensive accounting experience in Australia, Dubai, and the Philippines. As a Financial Analyst at Excelsia University College, he leverages expertise in Oracle and MYOB to prepare accurate financial data that informs key institutional decisions. He holds a degree from the Polytechnic University of the Philippines.

Niel is passionate about the power of data, enjoying the process of interpreting it for users to provide clarity and insight. He was drawn to accounting for the professional flexibility and the diverse career paths it opens. He also shows an interest in the operations of major corporations like Amazon and Nestlé.

He has professional accounting experience working across three different countries.

Personality Overview

Price-Sensitive

Cautious & Analytical

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

Accurate Financial Reporting
States the most satisfying part of his role is preparing accurate financial data to help his college make important policy decisions.
Data Interpretation
He has a stated passion for working with data and interpreting it for users, which is a core reason he enjoys the accounting profession.
Higher Education Finance
His current role involves managing financial operations and reporting for a university, directly impacting its policies and decision-making processes.

Media Appearances

Niel has no verified media appearances

Work History

4-2023
Financial Analyst at Excelsia University College
2-2021 - 4-2023
Assistant Accountant at Excelsia University College
10-2020 - 2-2021
AP Officer at InvoCare
7-2016 - 9-2020
GL Accountant at Campus Living Villages
5-2015 - 6-2016
AP & Banking Clerk at Campus Living Villages

Education

2012 - 2012
Certificate IV from Graville College - TAFE SWSi
1995 - 1999
Bachelor's Degree from Polytechnic University of the Philippines

More Information

Social Presence :

Prographics :

Exp : 11 Location : Austral, New South Wales, Australia Job Level : Middle Designation : Financial Analyst at Excelsia University College
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Insights For Selling To Niel

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Niel is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Niel

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Niel move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Niel take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Niel

Personality Compatibility


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