Scott Anderson

Energizer
DISC Type : I

Senior Fund Accountant at StepStone Group

San Clemente, California, United States

Overview

Scott Anderson is a Senior Fund Accountant at StepStone Group, specializing in managing financial operations for investment funds. A graduate of the University of Colorado Boulder, he is proficient in fund valuation, financial reporting, and regulatory compliance. He has a proven history of supervising accounting teams and managing diverse financial products like equities, bonds, and swaps.

His early experience in university event planning highlights strong organizational skills and a customer-centric mindset. This attention to detail extends to his interest in technology, as he follows industry-leading software companies like Oracle and Adobe, likely focusing on the platforms that drive financial operations.

While at SS&C Technologies, he was promoted to a supervisory role where he managed and reviewed the work of up to five other fund accountants.

Personality Overview

Full Of Energy

Informal

Imaginative

They excel at seeing the bigger picture, and the long-term impact of their decisions.  They are not always early adopters but can be pursuaded by leveraging strong relationships. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Complex Fund Operations
His career focuses on managing daily fund accounting, including reconciliations, corporate actions, and data management to ensure system integrity.
Financial Reporting
Specializes in preparing complex and specialized client reports, including cash forecasts, yields, distributions, and reconciliations for diverse financial products.
Team Supervision
Was promoted to a supervisory role where he was responsible for reviewing the work of up to five accountants and leading training initiatives.

Media Appearances

Scott has no verified media appearances

Work History

8-2023
Senior Fund Accountant at StepStone Group
9-2022 - 8-2023
Fund Accountant Supervisor at SS&C Technologies
11-2021 - 9-2022
Associate Fund Accountant at SS&C Technologies
7-2020 - 11-2021
Billing Specialist at Zynex Medical
5-2018 - 12-2018
Employee at Events Planning and Catering

Education

2015 - 2019
Bachelor's degree from University of Colorado Boulder

More Information

Social Presence :

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Exp : 9 Location : San Clemente, California, United States Job Level : N/A Designation : Senior Fund Accountant at StepStone Group
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Talk about their team and how your product will help them do things better and easier
  • Use phrases like ‘people will love’, ‘massive impact’ etc.

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Scott

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Scott take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Scott

Personality Compatibility


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