Rafael Casas

Commander
DISC Type : D

Senior Functional Consultant at Workday

Encinitas, California, United States

Overview

Rafael is a Senior Consultant at Workday with nearly 20 years of experience implementing complex financial applications. Described by colleagues as "ridiculously efficient" and "exceptionally professional, " he is a certified lead architect for Workday, Oracle NetSuite, and Sage.

He is an author for the AICPA and serves on the advisory board of the Wallstreet Blockchain Alliance, highlighting his expertise at the intersection of accounting and emerging technology.

Personality Overview

Candid & Clear

Impact-Driven

Very Quick

They respond well to strong and respectful communication.  They are less concerned about the product and more about its potential impact. They do not care very much about building rapport or relationships.

Topics They Care About

Accounting Transformation
He is part of the Center for Accounting Transformation and has built his career implementing modern financial systems for global companies.
Blockchain in Finance
Serves on the advisory board for the Wall Street Blockchain Alliance and previously led business development for crypto accounting platform Bitwave.
Fintech Advisory Services
He is passionate about helping accounting firms evolve, promoting events like the 'Advisory Amplified' tour to help them make progress with advisory.

Media Appearances

Rafael has no verified media appearances

Work History

10-2024
Senior Functional Consultant at Workday
6-2023 - 9-2024
Director, Strategic Alliances & Partnerships at QuickFee
9-2022 - 6-2023
Vice President of Business Development at Bitwave
6-2021 - 9-2022
Consulting Technical Manager at NetSuite
8-2019 - 6-2021
Sr. Manager - Accountants & Alliances US at Sage

Education

8-2000 - 1-2002
Associate Degree from MiraCosta College

More Information

Social Presence :

Prographics :

Exp : 20 Location : Encinitas, California, United States Job Level : N/A Designation : Senior Functional Consultant at Workday
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Insights For Selling To Rafael

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not spend too much time focusing on product tech or features
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rafael is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Rafael

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Rafael move?

  • If convinced, they can reach decisions quite fast.
  • Can Rafael take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Rafael

Personality Compatibility


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