Name: Isabella David "BellaDave" RodriguezKim
Age: 40 38
Education: MBA from Northwestern University Master's in Accounting from the University of Illinois at Urbana-Champaign, B.AS. in Business Administration Accounting from the Indiana University of Texas at Austin
Professional Background:
1512+ years of experience in business development and strategic partnerships within the technology industrypublic accounting, focusing on audit and assurance services for large commercial and public sector organizations.
Focus areas: Partner relationship management, channel development, revenue growth, and go-to-market strategyLeading audit teams, managing client relationships, developing audit plans, executing audit procedures, and reviewing workpapers.
Previous roles: Director of Business Development Audit Manager at a cybersecurity software company, Channel Sales Manager at a cloud infrastructure provider, Strategic Alliances Manager at a global technology Big Four accounting firm, Senior Associate at a national accounting firm, Staff Accountant at a regional accounting firm.
Special certifications or skills: Partner Management Professional (PMP), Strategic Account Management (SAM) certification.
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Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Project Management Professional (PMP)
Industry: Accounting and Audit
Responsibilities:
Identify, evaluate, and onboard new strategic partners for the ISV.
Develop and execute joint business plans with partners to drive revenue growth.
Manage ongoing partner relationships, ensuring mutual success and satisfaction.
Negotiate and manage partnership agreements, including revenue sharing and co-marketing terms.
Collaborate with internal teams (sales, marketing, product) to align partner initiatives with the ISV's overall strategy.
Goals:
Expand the ISV's market reach and customer base through strategic partnerships.
Increase revenue and profitability by leveraging partner channels and co-selling opportunities.
Build a robust partner ecosystem that delivers comprehensive security solutions to customers.
Challenges:
Identifying the right partners that align with the ISV's vision and values.
Building trust and credibility with potential partners.
Navigating complex partner negotiations and managing expectations.
Motivations:
Driving business growth and expanding the ISV's market presence.
Creating win-win partnerships that benefit both the ISV and its partners.
Building a strong professional network and reputation in the cybersecurity industry.
Tech-Savviness:
Moderately tech-savvy, with a good understanding of cybersecurity technologies and trends.
Proficient in using CRM systems, partnership management platforms, and collaboration tools.
Able to communicate effectively with technical stakeholders and understand their needs.
Behavioral Traits:
Relationship-oriented and skilled at building rapport with partners.
Results-driven and focused on achieving tangible business outcomes.
Strategic thinker with strong negotiation and problem-solving skills.
Excellent communicator and presenter.
Passionate about creating mutually beneficial partnerships.
Sources of Information:
Industry publications (e.g., CRN, Channel Futures)
Partner conferences and events (e.g., Channel Partners Conference & Expo)
Analyst reports (e.g., Gartner, Forrester)
Networking with industry peers and partners
Quote:
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Plan and execute audit engagements, overseeing the work of audit teams and ensuring adherence to professional standards and deadlines.
Manage client relationships, addressing client concerns and questions, and providing updates on audit progress.
Review audit work papers for accuracy, completeness, and compliance with auditing standards.
Identify and assess audit risks and control deficiencies, and develop recommendations for improvement.
Mentor and develop junior audit staff, providing guidance and feedback on their work.
Goals:
Deliver high-quality audit services that meet or exceed client expectations and regulatory requirements.
Build strong relationships with clients and colleagues, fostering trust and collaboration.
Develop and mentor a high-performing audit team.
Advance within the firm and take on increasing levels of responsibility.
Challenges:
Balancing multiple audit engagements with tight deadlines and competing priorities.
Managing and motivating audit teams, especially during busy season.
Staying up-to-date on evolving auditing standards and regulatory requirements.
Communicating complex audit findings and recommendations to clients in a clear and concise manner.
Motivations:
Solving complex problems and uncovering the "truth" behind financial information.
Helping organizations improve their internal controls and financial reporting processes.
Building a successful career in public accounting and becoming a trusted advisor to clients.
Mentoring and developing junior audit staff and contributing to their professional growth.
Tech-Savviness:
Proficient in using audit software, data analytics tools, and collaboration platforms.
Comfortable with leveraging technology to automate audit procedures and streamline workflows.
Open to exploring new technologies that can enhance audit efficiency and effectiveness.
Behavioral Traits:
Detail-oriented and organized, with a strong focus on accuracy and quality.
Analytical and critical thinker, able to identify potential risks and weaknesses in financial information.
Excellent communicator and collaborator, able to build rapport with clients and team members.
Decisive and able to manage multiple priorities effectively.
Sources of Information:
Professional auditing standards and guidelines (e.g., PCAOB, AICPA).
Industry publications and research on audit and compliance (e.g., The Journal of Accountancy, Compliance Week).
Regulatory updates and guidance from relevant agencies (e.g., SEC, PCAOB).
Networking with other audit professionals and attending industry events.
Quote:
"Audit is about more than just numbers; it's about understanding the story behind the financial statements and ensuring that it's accurate, complete, and reliable. By working collaboratively with our clients, we can help them strengthen their controls, mitigate risks, and achieve their business objectives."