Vivek Kumar

Enthusiast
DISC Type : i

Financial Controller and CTO at Erie Mutual Insurance

Dunnville, Ontario, Canada

Overview

Vivek is a Chartered Accountant serving as the CFO and CTO at Erie Mutual Insurance, with a background in assurance management and financial control. He holds a Bachelor of Science from Oxford Brookes University and a Google IT Support Certificate, highlighting his dual expertise in finance and technology.

He has successfully completed over 150 projects with a 5-star rating on Freelancer. com.

Personality Overview

Optimistic

Consensus Focused

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Financial Control
As a Chartered Accountant and Financial Controller at multiple firms, he has deep experience in financial reporting, budgeting, and analysis.
Technology Strategy
His dual role as CTO, supported by a recent Google IT Support Certificate, indicates a focus on leveraging technology for business operations and financial systems.
Freelance Economy
Has significant past experience as a top-rated freelancer, demonstrating a strong understanding of client-based project work and consultancy.

Media Appearances

Vivek has no verified media appearances

Work History

10-2022
Financial Controller and CTO at Erie Mutual Insurance
3-2018 - 6-2022
Assurance Manager at Intellect Chartered Accountants
9-2017 - 1-2018
Accountant at Freelancer.com
6-2016 - 9-2017
Financial Controller at Vivier - Bank & Co
12-2014 - 6-2016
Senior Accountant at Empower Logstor Insulated Pipe Systems

Education

1-2009 - 10-2013
ACCA from ACCA
9-2016 - 9-2019
Bachelor of Science in Applied Accounting (BSC) from Oxford Brookes University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Dunnville, Ontario, Canada Job Level : Leadership Designation : Financial Controller and CTO at Erie Mutual Insurance
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Insights For Selling To Vivek

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vivek is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Vivek

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Vivek move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Vivek take some risk or not?

  • They can take some low-probability risks if needed.

You And Vivek

Personality Compatibility


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