Yesenia Molina

Sharpshooter
DISC Type : DC

Client Services Director at Southwest Finance Management Group

El Paso Metropolitan Area, United States

Overview

Yesenia is the Client Services Director at Southwest Finance Management Group, where she has spent her entire career, rising through the ranks. She specializes in delivering financial statements for private equity clients and holds a Master of Accountancy from The University of Texas at El Paso.

She is passionate about client services and is always eager to learn new skills and technologies to enhance her efficiency. She manages a team of four associates and collaborates across departments to facilitate audits and reviews.

Yesenia has demonstrated notable company loyalty, having been promoted through five different roles all within Southwest Finance Management Group.

Personality Overview

Thorough Evaluator

Fast But Analytical

Rigorous & Demanding

They put a lot of effort into ensuring personal success.  They prefer to move quickly, and expect the same from others. They are less concerned about the product and more about its potential impact.

Topics They Care About

Private Equity Finance
Her role is centered on overseeing the preparation and delivery of financial statements for private equity clients across various industries.
Client Services
Her title and self-stated passion is providing high-quality solutions that meet the needs and expectations of her clients.
Team Leadership
She currently manages a team of four associates and has held supervisory roles in her career progression at the firm.

Media Appearances

Yesenia has no verified media appearances

Work History

2-2024
Client Services Director at Southwest Finance Management Group
2-2022 - 1-2024
Private Equity Financial Reporting Manager at Southwest Finance Management Group
3-2021 - 1-2022
Client Services Supervisor at Southwest Finance Management Group
1-2020 - 2-2021
Senior Associate at Southwest Finance Management Group
4-2018 - 12-2019
Finance Staff at Southwest Finance Management Group

Education

1-2021 - 5-2022
Master of Accountancy from The University of Texas at El Paso
2013 - 2017
Bachelor’s Degree from The University of Texas at El Paso

More Information

Social Presence :

Prographics :

Exp : 9 Location : El Paso Metropolitan Area, United States Job Level : Mid-senior Designation : Client Services Director at Southwest Finance Management Group
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Insights For Selling To Yesenia

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Hold your ground without indulging in one-upmanship
  • Get to the point quickly instead of spending time doing small talk

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Don’t be in a rush to invite them for a social meet and greet
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yesenia is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Yesenia

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Yesenia move?

  • If convinced, they can reach decisions quite fast.
  • Can Yesenia take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Yesenia

Personality Compatibility


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