Shupto M.

Evaluator
DISC Type : csd

Co-Founder and Managing Partner at MatrixMindz Financial Consultants, LLC

New York, New York, United States

Overview

Shupto M. is a seasoned CFO and the Co-Founder and Managing Partner of MatrixMindz Financial Consultants. With over 20 years of experience across diverse sectors, he specializes in strategic financial planning, GAAP, IFRS, and SOX compliance. He holds a B. A. from Queens College.

He holds certifications in both Real Estate Financial Modeling and AI for Excel Formulas, showing an interest in blending traditional finance with modern technology.

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

M&A Diligence
He emphasizes that transaction failures often stem from issues discovered during the diligence phase, highlighting its critical importance in any deal.
IRA Tax Credits
He follows and shares insights on legislative changes that impact the practical playbook for IRA tax credit transactions, including phaseouts and eligibility issues.
Tax Law Interpretation
He analyzes court opinions on tax law, such as the definition of a "limited partner, " showing a deep interest in the nuances of tax code interpretation.

Media Appearances

Shupto has no verified media appearances

Work History

11-2023
Co-Founder and Managing Partner at MatrixMindz Financial Consultants, LLC
4-2023
Chief Financial Officer at Self-employed
3-2019 - 4-2023
Chief Financial Officer/Controller at the agency worX
3-2018 - 2-2019
Financial Controller/Controller at Paper Enterprises Inc.
8-2017 - 3-2018
Assistant Controller at Forrest Solutions Group

Education

2004 - 2006
B.A. from Queens College

More Information

Social Presence :

Prographics :

Exp : 8 Location : New York, New York, United States Job Level : Leadership Designation : Co-Founder and Managing Partner at MatrixMindz Financial Consultants, LLC
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Insights For Selling To Shupto

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shupto is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Shupto

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Shupto move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Shupto take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Shupto

Personality Compatibility


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