Stefan C.

Observer
DISC Type : ic

Director of Financial Planning and Analysis at Xe.com

London, England, United Kingdom

Overview

Finance leader with over 20 years of experience in PE-backed businesses, fintech, and investment banking. He leads global FP&A and BI at Xe. com, focusing on capital allocation and performance management. Stefan holds an Master of Business Administration from the University of Warwick - Warwick Business School.

He played a key role in scaling FP&A capabilities at Xe. com to support revenue growth from approximately $100 million to $160 million.

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information.

Topics They Care About

Scaling Fintech
Leads global FP&A and BI to support rapid growth in the fintech sector, as demonstrated by his work scaling revenue at Xe. com.
PE-Backed Growth
Specializes in building finance functions and leading fundraising preparation for private equity-backed companies, preparing them for successful capital investment.
Capital Discipline
Partners with executive teams to drive performance management and capital discipline, a core part of his FP&A leadership responsibilities.

Media Appearances

Stefan has no verified media appearances

Work History

5-2023
Director of Financial Planning and Analysis at Xe.com
6-2021 - 2-2024
Global Financial Planning and Analysis Manager at Xe.com
3-2018 - 5-2021
Director of Finance at Sterdts Ltd
12-2013 - 8-2017
Financial Controller at Stifel Nicolaus Europe
4-2012 - 11-2013
Financial Controller at HCA International Ltd

Education

2015 - 2018
Master of Business Administration (M.B.A.) - UK from University of Warwick - Warwick Business School

More Information

Social Presence :

Prographics :

Exp : 21 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Director of Financial Planning and Analysis at Xe.com
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Insights For Selling To Stefan

During A Call Or A Meeting

DO's

  • Invite them for a social do but don’t rely solely on the relationship
  • Persuade objectively how your product will help them achieve their goals
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stefan is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Stefan

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Stefan move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Stefan take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Stefan

Personality Compatibility


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