Sam Renner, CFA

Collaborator
DISC Type : is

Financial Modeling Consultant at Deloitte

Chicago, Illinois, United States

Overview

Sam is a Financial Modeling Consultant at Deloitte, specializing in building strategic models for M&A transactions, corporate development, and financial planning. A CFA charterholder, he holds both a Bachelors and a Master of Accountancy from the University of Minnesota, providing a strong foundation for his analytical work.

He has a significant background in high-level sports, having been a football player for the University of Minnesota. His journey saw him progress from a walk-on to becoming the team captain, demonstrating remarkable dedication and leadership skills that he brings to his professional career.

Unique fact: Sam started his university football career as a walk-on and eventually became a 1st team All-Big Ten player and team captain.

Personality Overview

Example Driven

Good Listener

Appreciative

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.  They are more likely to opt for solutions that are proven in the market. Scenarios where both sides can come out as winners appeal to them greatly.

Topics They Care About

Financial Modeling
Specializes in building automated financial models to help clients make critical decisions regarding M&A, corporate development, and project finance.
M&A Transactions
His primary focus is on buyside financial advisory during M&A transactions, helping clients quantify and evaluate potential acquisitions and investments.
College Football
Has a deep personal history with the sport, having played for the University of Minnesota and rising from a walk-on to team captain.

Media Appearances

Sam has no verified media appearances

Work History

6-2024
Financial Modeling Consultant at Deloitte
1-2023 - 6-2024
Financial Modeling Analyst at Deloitte
4-2022 - 1-2023
Investment Performance Analyst at Aegon Asset Management
11-2021 - 4-2022
Accounting Assistant at Knutson Construction Services
3-2017 - 7-2017
Client Research Intern at North Star Resource Group

Education

2018 - 2019
Master of Accountancy from University of Minnesota
2015 - 2018
Bachelor of Science (B.S.) from University of Minnesota

More Information

Social Presence :

Prographics :

Exp : 4 Location : Chicago, Illinois, United States Job Level : Junior Designation : Financial Modeling Consultant at Deloitte
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Show them how they look good by making this decision
  • When asking them questions, sound relatable and informal
  • If possible, involve their colleagues in the sales process

DONT's

  • Don’t ask too many questions that sound too dry and objective
  • Don’t get into excessive details unless prompted
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Relationships can sway their decisions, followed by the low risk and the presence of good evidence.
  • Will you ever get a clear answer from Sam

  • They are diplomatic when needed and rarely say no directly.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • Even if they are engaged and friendly, they can take their time to make decisions.
  • Can Sam take some risk or not?

  • They probably won’t put a lot at risk.

You And Sam

Personality Compatibility


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