Sonali Vijay

Energizer
DISC Type : I

Vice President at Bank of America

Delhi, India

Overview

Sonali Vijay is a seasoned Chartered Accountant and Vice President at Bank of America with 20 years of experience in finance and accounting. She specializes in IFRS, US GAAP advisory, and financial reporting, having held senior roles at American Express and METLIFE. Colleagues describe her as diligent, detail-oriented, and a true professional.

Her forte is interpreting complex GAAP principles and managing intricate financial projects.

Personality Overview

Enthusiastic

Believer

Big Picture Person

They are people oriented, friendly and like creating new connections.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Technical Accounting
Her career is centered on global accounting policy, advising on IFRS and US GAAP, and monitoring emerging standards for major financial institutions.
Financial Governance
She has extensive experience with SOX controls, risk assessment of accounting policies, and establishing robust governance frameworks.
Process Management
A key competency is managing financial transitions, including leading the first-time adoption of new accounting standards like IFRS for new markets.

Media Appearances

Sonali has no verified media appearances

Work History

2-2022
Vice President at Bank of America
5-2017 - 6-2019
Assistant Vice President at Bank of America
1-2016 - 12-2016
Senior Service Delivery Leader at American Express
6-2013 - 12-2015
Service Delivery Leader/ Senior Service Delivery Leader - Global Accounting Policy Advisory at American Express
9-2011 - 6-2013
Service Delivery Leader- ICS Controllership at American Express

Education

Chartered Accountant from The Institute of Chartered Accountants of India
B.COM(Hons) from Daulat Ram College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Delhi, India Job Level : Senior Designation : Vice President at Bank of America
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Insights For Selling To Sonali

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Do some small talk, ask them how things are going on their side
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Avoid cutting into their flow
  • Don’t assume a yes just because they have not said no
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sonali is

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

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

Insights For Deal Planning

    How fast (or slow) will Sonali move?

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

  • They can take certain risks that are unlikely to have personal consequences.

You And Sonali

Personality Compatibility


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