Zoe Liu, CPA, CA

Inquirer
DISC Type : cd

Head of Finance & Strategy Planning at MANUAL

United Kingdom

Overview

Zoe is a finance leader with extensive experience in the direct-to-consumer sector, currently serving as the Head of Finance & Strategy Planning at MANUAL. Her background includes roles as Finance Director at Mojo and Director of FP&A at Mejuri. She holds an MBA from INSEAD and is a certified CPA, CA.

Personality Overview

Hard To Convince

Upfront

Judgemental

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

D2C & E-commerce
Her career is focused on high-growth D2C companies like Mejuri and MANUAL, and she actively uses #D2C and #ecommerce hashtags when recruiting for her teams.
FP&A Leadership
Previously the Director of FP&A at Mejuri, she was responsible for annual operating plans, forecasting, and financial analysis to drive company-wide decisions.
Building Finance Teams
Her professional feed shows a strong focus on hiring top-tier talent, seeking to add "rockstar" FP&A managers and senior analysts to scale her finance teams.

Media Appearances

Zoe has no verified media appearances

Work History

Head of Finance & Strategy Planning at MANUAL
Advisor at Loyal VC
Finance Director at Mojo
Director of FP&A at Mejuri
Senior Manager, FP&A at Mejuri

Education

Master of Business Administration - MBA from INSEAD
Bachelor of Commerce (BCom) from McGill University

More Information

Social Presence :

Prographics :

Exp : N/A Location : United Kingdom Job Level : Mid-senior Designation : Head of Finance & Strategy Planning at MANUAL
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Insights For Selling To Zoe

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Make sure that you you respond to any queries from them quickly
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zoe is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Zoe

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Zoe move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Zoe take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Zoe

Personality Compatibility


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