Robert J. Petre, MBA, CMAA

Energizer
DISC Type : I

Chief Financial Officer at McIntosh Services Inc

Broken Arrow, Oklahoma, United States

Overview

Robert is a seasoned finance executive with a career spanning public accounting, publicly-traded companies, and start-ups. Holding an MBA from Oklahoma City University, he specializes in driving growth, instituting profitable structures, and leading M&A due diligence. He is currently the Chief Financial Officer at McIntosh Services Inc.

His broad expertise encompasses financial analysis, regulatory compliance, and cash flow management.

Personality Overview

Relationship Oriented

Full Of Energy

Enthusiastic

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are really good at seeing what the long-term impacts of their decisions could be. They are friendly, approachable and love to make new connections.

Topics They Care About

Driving Growth
His career has consistently focused on guiding companies' growth and profitability through both organic and inorganic strategies.
M&A Due Diligence
He has specific experience leading M&A due diligence and conducting profitability analysis for potential acquisitions.
Financial Systems
A key part of his work involves launching efficient accounting and financial systems to help achieve corporate objectives.

Media Appearances

Robert has no verified media appearances

Work History

4-2015
Chief Financial Officer at McIntosh Services Inc
9-2013 - 5-2014
Chief Financial Officer at CFS II
2-2010
Owner / Consultant / CFO Services at Standpoint Advisory Services
10-2009 - 8-2013
Vice President / Chief Financial Officer at Osage LLC
3-2003 - 10-2009
Controller / Chief Financial Officer at Kivell, Rayment and Francis, P.C.

Education

Master of Business Administration (MBA) from Oklahoma City University
Bachelor's Degree from Oklahoma Christian University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Broken Arrow, Oklahoma, United States Job Level : Leadership Designation : Chief Financial Officer at McIntosh Services Inc
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Insights For Selling To Robert J.

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t be too formal, focus on building comfort and trust
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert J. is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Robert J.

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Robert J. move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Robert J. take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And Robert J.

Personality Compatibility


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