Shannon Fitzpatrick Testa

Enthusiast
DISC Type : i

Senior Manager, Finance & Administration Transformation at Deloitte

New York, New York, United States

Overview

As a Managing Director at Deloitte, Shannon Testa specializes in Finance & Administration Transformation. Holding CPA, CFF, and CFE certifications, she has deep expertise in post-acquisition disputes, fraud investigations, and litigation support across industries like financial services, manufacturing, and aerospace.

Shannons advisory foundation was built after earning her BS from Fordham University and an MBA from Columbia Business School. Her background includes extensive work in Deloittes U. S. CFO Program, which focuses on developing deep, long-term advisory relationships with finance executives.

Unique fact: She has published an analysis on the impact of evolving international accounting standards on buy-sell transactions.

Personality Overview

Consensus Focused

Amiable & Agreeable

Optimistic

They agree with others often, so exercise caution when relying on their word.  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

Finance Transformation
Her current role as a Managing Director at Deloitte is centered on leading finance and administration transformation projects for clients.
M&A Disputes
Her experience consistently highlights a focus on post-acquisition disputes and other matters related to the complexities of buy-sell transactions.
Forensic Accounting
As a Certified Fraud Examiner (CFE), she has a strong background in providing services related to fraud, SEC investigations, and forensic audits.

Media Appearances

Shannon has no verified media appearances

Work History

6-2018 - 8-2019
Senior Manager, Finance & Administration Transformation at Deloitte
6-2014 - 5-2018
Senior Manager, CFO Advisory Office at Deloitte
4-2010 - 5-2014
Senior Manager, U.S. CFO Program at Deloitte
9-2003
Managing Director, Finance Transformation at Deloitte
9-2003 - 5-2014
Senior Manager, Forensic and Dispute Services at Deloitte

Education

2012 - 2013
MBA from Columbia Business School
8-1999 - 5-2003
Bachelor of Science - BS from Fordham University

More Information

Social Presence :

Prographics :

Exp : 16 Location : New York, New York, United States Job Level : Mid-senior Designation : Senior Manager, Finance & Administration Transformation at Deloitte
URL has been copied!

Insights For Selling To Shannon

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Give them the opportunity to lead the conversation where possible
  • Ask them how their day is going or exchange some other pleasantries

DONT's

  • Don’t be excessively objective, be like a storyteller with them
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shannon is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Shannon

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Shannon move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Shannon take some risk or not?

  • They can take some low-probability risks if needed.

You And Shannon

Personality Compatibility


Other Deloitte Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.