Phillip Ji

Critic
DISC Type : C

Finance Manager at KeyShot

Costa Mesa, California, United States

Overview

Phillip Ji is a Finance Manager at KeyShot with a strong background in accounting and financial management. His experience spans various industries, including healthcare and tech, where he has managed full-cycle accounting processes. He holds a Bachelor of Arts from UC Santa Barbara and specializes in financial statement accuracy, GAAP compliance, and process oversight.

Outside of his professional life, Phillip is a fan of the Los Angeles Lakers and maintains a connection to his alma mater, UC Santa Barbara. His collegiate success, including receiving awards for academic excellence, points to a disciplined and high-achieving nature beyond his career.

While at university, his teams 64-page business plan won third place in an entrepreneurial competition with over 100 entries.

Personality Overview

Critic

Precise

Objective Thinker

They don’t appreciate bells and whistles unless backed by data.  They enjoy working alone and do not rely on others very often. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Financial Process Management
His career has focused on managing and overseeing core accounting functions like AP/AR processes, month-end closing, and ensuring financial data accuracy.
Fixed Asset Accounting
He has held the specific title of Fixed Assets Manager at multiple companies, indicating specialized expertise in this area of accounting.
Entrepreneurial Strategy
He co-authored an award-winning entrepreneurial business plan in college, demonstrating an early interest in business strategy beyond traditional finance.

Media Appearances

Phillip has no verified media appearances

Work History

3-2023
Finance Manager at KeyShot
6-2021 - 3-2023
Accounting Manager at Healthcare Services, Inc
4-2019 - 6-2021
Senior Accountant/Fixed Assets Manager at Newport Healthcare
3-2017 - 4-2019
Accounting Manager at FreedomPop
7-2015 - 2-2017
Senior Accountant/Fixed Assets Manager at Lotus Communications Corp

Education

2008 - 2012
Bachelor of Arts (B.A.) from UC Santa Barbara

More Information

Social Presence :

Prographics :

Exp : 11 Location : Costa Mesa, California, United States Job Level : Middle Designation : Finance Manager at KeyShot
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Insights For Selling To Phillip

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Tell them what ROI they can expect
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phillip is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Phillip

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Phillip move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Phillip take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Phillip

Personality Compatibility


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