Randy Helm, CPA, MBA

Critic
DISC Type : C

Chief Financial Officer at Academy Roofing & Sheet Metal Co.

Des Moines, Iowa, United States

Overview

Randy is a hands-on CFO with over 20 years of experience at mid-market companies, currently leading finance at Academy Roofing & Sheet Metal Co. He is a licensed CPA and holds an MBA from the University of Iowa. He also provides fractional CFO services through his own firm, Your CFO Service, LLC.

Outside of his finance roles, Randy is a family man who has been married for over 25 years. He and his wife enjoy traveling, especially for college football games. He is also a YouTube content creator and stays active by regularly going to the gym.

He applies lessons from sports to business, believing the process behind a win is as important as the victory itself.

Personality Overview

Negotiator

ROI Driven

Information Seeker

They prefer to do logical analysis and value evidence over emotions.  They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Small Business Growth
Runs a fractional CFO service specifically to provide financial clarity and strategy for growing businesses that don't need a full-time executive.
Cash Flow Discipline
Emphasizes that cash is 'quiet' and can be easily overlooked compared to revenue, a key focus in his advisory work and public posts.
Operational Leadership
His background includes improving and streamlining operations across departments, turning financial complexity into clear, actionable plans.

Media Appearances

Randy has no verified media appearances

Work History

8-2023
Chief Financial Officer at Academy Roofing & Sheet Metal Co.
4-2021
Fractional CFO & Financial Consultant at Your CFO Service, LLC
3-2021
Content Creator at YouTube
8-2006 - 4-2021
Chief Financial Officer at Baker Group
8-2000 - 8-2006
Controller / Financial Manager at The Lauridsen Group, Inc

Education

Master of Business Administration (MBA) from The University of Iowa Tippie College of Business
BS in Business Administration from Drake University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Des Moines, Iowa, United States Job Level : Leadership Designation : Chief Financial Officer at Academy Roofing & Sheet Metal Co.
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Insights For Selling To Randy

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Randy is

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

  • 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 Randy move?

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

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

You And Randy

Personality Compatibility


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