Steve De Lima, L.I.O.N.

Energizer
DISC Type : I

Controller at AgilePoint

Mountain View, California, United States

Overview

Steve De Lima is a financial executive with extensive hands-on experience in accounting, M&A, and IPOs, primarily for fast-growing technology startups. As Controller at AgilePoint, he leverages skills in various software from Quickbooks to Oracle to manage accounting and finance. He holds a BS from Cal State East Bays College of Business & Economics.

Outside of his financial expertise, Steve has an interest in wine. His professional recommendations highlight his personable nature and an "awesome sense of humor, " making him an enjoyable and reliable colleague to work with.

While serving as a CFO, he designed and managed Google AdWords campaigns that achieved an ROI exceeding 2, 250%.

Personality Overview

Relationship Oriented

Enthusiastic

Informal

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. They are always positive and upbeat, so take their promises with a pinch of salt.

Topics They Care About

Startup Financial Growth
He has a strong track record managing finances for tech startups, growing firms from 20 to over 1, 300 employees and handling M&A and IPO processes.
Financial Software Implementation
Has managed multiple implementations for a wide range of software including Deltek Vision, Oracle, and Quickbooks.
Revenue Recognition
Highlights "Rev Rec" as a key responsibility in his current role and lists it as a specialty, indicating deep expertise in this complex accounting area.

Media Appearances

Steve has no verified media appearances

Work History

5-2011
Controller at AgilePoint
3-2009 - 5-2011
CFO at HRM Consulting, Inc.
11-2005 - 3-2009
CFO at Condor Earth Technologies, Inc
5-2000 - 8-2007
Controller/CFO at Buildfolio.com, Inc
1999 - 2000
Controller at The Theory Center

Education

1979 - 1981
BS from Cal State East Bay- College of Business & Economics
1976 - 1978
AA from Ohlone Community College

More Information

Social Presence :

Prographics :

Exp : 41 Location : Mountain View, California, United States Job Level : N/A Designation : Controller at AgilePoint
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Invite them for a lunch or a drink/coffee
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

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

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

Insights For Deal Planning

    How fast (or slow) will Steve move?

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

  • They can accept limited risks, ones that they think will not impact them personally.

You And Steve

Personality Compatibility


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