Sonny Spencer BFP FCA

Judge
DISC Type : Dc

Director of Finance Operations at Veeva Systems

Seattle, Washington, United States

Overview

Sonny Spencer is the Director of Finance Operations at Veeva Systems, a finance transformation leader with over 15 years of experience in the SaaS industry. He is a recognized NetSuite expert and Chartered Accountant, specializing in scaling finance functions and executing large-scale ERP strategies.

Sonny is passionate about advancing the finance industry through education and technology. He is a thought leader who actively writes and lectures on applying generative AI to treasury and financial analysis. He is deeply involved in the NetSuite community, regularly sharing his expertise through webinars and forums.

He developed a custom GPT to help users troubleshoot NetSuite performance issues.

Personality Overview

Demanding

Objective Thinker

Fast But Wary

They respond well to strong and respectful communication.  They take a lot of pride in personal achievements. They are not always relationship oriented.

Topics They Care About

NetSuite Optimization
A self-described "NetSuite Guru" and two-time SuiteWorld speaker, he writes articles and creates tools to solve complex system performance and customization challenges.
AI in Finance
He educates finance professionals on using generative AI and prompt engineering frameworks, like ROLES, to produce executive-grade financial analysis.
Finance Transformation
His career is focused on driving operational excellence and building scalable finance functions from the ground up for global SaaS companies.

Media Appearances

Sonny Spencer - Director Of Finance Operations at Veeva Systems. Featured in The Org

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Work History

12-2021
Director of Finance Operations at Veeva Systems
4-2021 - 12-2021
Senior Manager, NetSuite at Avalara
8-2019 - 4-2021
Manager, NetSuite at Avalara
11-2018 - 8-2019
NetSuite Systems Analyst at Avalara
5-2018 - 11-2018
Corporate Controller at Author-it Software Corporation

Education

2010 - 2013
Accountancy from BPP, London
2008 - 2010
Accountancy from Kaplan

More Information

Social Presence :

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Exp : 17 Location : Seattle, Washington, United States Job Level : Mid-senior Designation : Director of Finance Operations at Veeva Systems
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Insights For Selling To Sonny

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • Refer to testimonials from well-known industry leaders
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t take too much time in sending them information if they ask for any
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sonny is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Sonny

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Sonny move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Sonny take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Sonny

Personality Compatibility


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