Sara Moloney

Questioner
DISC Type : c

Accounting Director at Privia Health

Vienna, Virginia, United States

Overview

Sara is an accomplished Accounting and Finance Director at Privia Health, with extensive experience in equity management from her time at The Carlyle Group. A Georgetown University graduate, she excels in managing financial compliance, risk, and process improvements. Colleagues describe her as thorough, dependable, and collaborative.

She is a problem-solver who enjoys digging into details and using her investigative skills in both her professional and personal life. Sara is committed to professional development, holding certificates in workplace diversity, equity, and inclusion, as well as in finance for public companies.

Unique fact: Sara applies her professional investigative skills to solve mysteries in her personal life.

Personality Overview

Systematic

Value Seeker

Cautious & Analytical

They prefer to fully evaluate every situation.  They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Equity Management
Has extensive experience overseeing general ledger, tax compliance, and allocation processes for global long-term incentive programs at The Carlyle Group.
Financial Compliance
Focused on creating value and managing risk by ensuring compliance with financial reporting and tax regulations.
Continuous Process Improvement
Leverages her strong attention to detail and in-depth business process knowledge to drive improvements.

Media Appearances

Sara has no verified media appearances

Work History

Accounting Director at Privia Health
Associate Vice President - Equity Management - Transactions at The Carlyle Group
Associate Vice President - Equity Management - Allocations at The Carlyle Group
Manager - Equity Management at The Carlyle Group
Senior Accountant - Equity Management at The Carlyle Group

Education

Bachelor of Science in Business Administration - BSBA from Georgetown University
Education details unavailable from St. Ignatius College Prep

More Information

Social Presence :

Prographics :

Exp : N/A Location : Vienna, Virginia, United States Job Level : Mid-senior Designation : Accounting Director at Privia Health
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Insights For Selling To Sara

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sara is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Sara

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sara move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Sara take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Sara

Personality Compatibility


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