Sunny Shang, CPA

Critic
DISC Type : C

Fund Controller at Trinity Capital

Phoenix, Arizona, United States

Overview

Sunny Shang is the Fund Controller at Trinity Capital, specializing in fund accounting and asset management. With a background at PwC, they developed expertise in the energy and sustainability markets, technical accounting, and SEC reporting. They hold a Masters degree from the University of Florida.


Sunny possesses specialized experience with Green Bonds, highlighting a specific skill set at the intersection of finance and the renewable energy sector.

Personality Overview

Objective Thinker

Precise

Negotiator

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Fund Accounting
This is central to their current role as Fund Controller at Trinity Capital and is a core skill listed throughout their employment history.
Sustainable Finance
Their professional introduction highlights experience in the sustainability market, and they list "Green Bonds" as a specific skill from their time at PwC.
SEC Reporting
U. S. SEC Filings is a recurring technical skill in their profile, demonstrating expertise in public company reporting and compliance.

Media Appearances

Sunny Shang – Trinity Capital. Featured in Trinity Capital (company website)

See Now

Work History

11-2023
Fund Controller at Trinity Capital
3-2023 - 10-2023
Senior Manager of Corporate Accounting at Unical Aviation Inc.
7-2022 - 3-2023
Manager at PwC
7-2019 - 7-2022
Senior Assurance Associate at PwC
9-2016 - 7-2019
Assurance Associate at PwC

Education

2014 - 2016
Master's Degree from University of Florida
2010 - 2014
Bachelor's Degree from University of Florida - Warrington College of Business

More Information

Social Presence :

Prographics :

Exp : 10 Location : Phoenix, Arizona, United States Job Level : N/A Designation : Fund Controller at Trinity Capital
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Insights For Selling To Sunny

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Tell them what ROI they can expect

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sunny is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Sunny

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Sunny move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Sunny take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Sunny

Personality Compatibility


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