Stella M. Santos, CPA, FMVA®

Energizer
DISC Type : I

Director Operations Finance at Franklin Energy

United States

Overview

Stella M. Santos is the Director of Operations Finance at Franklin Energy, leveraging a diverse background in accounting, finance, strategy, and M&A. A Certified Public Accountant (CPA) with an MBA from the University of California, Irvine, she is described by colleagues as a smart, loyal, and forthright professional.

Outside of her direct responsibilities, Stella maintains a keen interest in the latest business and financial news, regularly following publications like The Wall Street Journal and the Harvard Business Review to stay informed on market trends and strategic insights.

She holds dual certifications as a Certified Public Accountant (CPA) and a Financial Modeling & Valuation Analyst (FMVA)®.

Personality Overview

Big Picture Person

Relationship Oriented

Enthusiastic

They are always positive and upbeat, so take their promises with a pinch of salt.  They are really good at seeing what the long-term impacts of their decisions could be. They are friendly, approachable and love to make new connections.

Topics They Care About

Operational Finance
This is central to her current role as Director of Operations Finance at Franklin Energy.
Mergers & Acquisitions
She has deep expertise in this area, having previously served as VP, Director of Mergers and Acquisitions at TRC Companies, Inc.
Process Improvement
Her professional summary highlights her focus on collaborating with teams to improve or establish new processes within an organization.

Media Appearances

Stella has no verified media appearances

Work History

12-2023
Director Operations Finance at Franklin Energy
5-2022 - 8-2023
Senior Consultant at SWBC
11-2020 - 3-2022
Finance and Administration Director at Bohemian Foundation
2-2010 - 2-2020
VP, Director of Mergers and Acquisitions at TRC Companies, Inc.
2-2008 - 2-2020
VP, Financial Planning and Analysis at TRC Companies, Inc.

Education

Master of Business Administration (M.B.A.) from University of California, Irvine - The Paul Merage School of Business
Bachelor's Degree from California State University, Fullerton

More Information

Social Presence :

Prographics :

Exp : 19 Location : United States Job Level : Mid-senior Designation : Director Operations Finance at Franklin Energy
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Insights For Selling To Stella M.

During A Call Or A Meeting

DO's

  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk anecdotally about the customer experience that your product offers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid overloading them with too much detail
  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stella M. is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Stella M.

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Stella M. move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Stella M. take some risk or not?

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

You And Stella M.

Personality Compatibility


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