Ep. 35: Keith Lewis - Separate Yourself = Quantifying Accounting Abilities

Keith E. Lewis, CMA, a Project Manager at SEI Investments has over 13 years of experience in the field of finance and accounting. Keith is a "Big Picture" thinker with experience that spans multiple industries including education, non-profit, hospitality and financial services. His scope includes management accounting, strategic decision making, accounting systems implementation, internal controls, process improvement, budgeting, financial planning, financial reporting, forecasting, month end close process, reconciliations, and variance analysis. Combining his business acumen with his passion for public speaking, Keith has had the opportunity to speak at Drexel University, Widener University, Villanova University, Temple University and internationally at the Accounting and Finance show in Toronto. He currently serves as the President of the Greater Philadelphia Chapter of IMA. In this episode of Count Me In, Keith explains how accountants can (and should) quantify their skills to truly differentiate themselves in today's evolving workplace. Download and listen now!

Contact Keith: https://www.linkedin.com/in/keithlewiscma/
Keith's website: https://www.keithericlewis.com

FULL EPISODE TRANSCRIPT
Adam: (00:05)

Welcome back to Count Me In, IMA’s podcast about all things affecting the accounting and finance world. I am your host, Adam Larson, and this is episode 35 of our series. In a moment you will hear Keith Lewis, management accountant and an international speaker share his big picture thoughts on how individuals can utilize best practices and develop the skills needed to set them apart when looking to build their own brand in today's competitive accounting market. Keep listening now for more details in his full conversation with me.

Mitch: (00:39)

What steps does one need to take in order to really quantify their skills on a resume?

Keith: (00:45)

Well, Mitch that's a great question and one of the things that you need to focus on is three key things that you want to focus on is how many, how often, and how much, how many people have you interacted with? Did they span across different business units on a horizontal level? Did you go up to the higher ups, the C level executives on a vertical basis, and how many individuals were you able to touch in terms of your reach within your position? The second key thing that you want to focus on is how it walked in. Was this a daily task or the weekly, monthly Semi-annually, or annually and then finally how much, how much were you able to save the company or make the company by the process that you were taken in order to get results driven action? How I take it back to an experience that I had and a couple of the positions that I've worked in, I created standard operating procedures, which is also known as SOPs. These things were put in place for our new hires and assisted with the in the onboarding process. This save time during the time that they were being on onboarding and it helped the employees to be come more productive sooner than normal.

Mitch: (02:08)

So what strategy goes into how you want to be perceived by the employers once you're able to quantify this on your resume?

Keith: (02:17)

Another great question. The dots for your brand will be connected via the combination of your resume and your social media platforms. Somebody has checked your platform, your LinkedIn, your GlassDoor to see the connections that you have and how is it aligned to the resume that you're presenting. You need to stop viewing yourself as a company of one. You're here to provide a service for a company either via W2, 1099, or direct B2B if you're a business owner. Finally, you are a sales consultant and the best product that you have and everybody wants is you. You just need to know how to actually quantify your skills, know what your value proposition and presented to the individuals.

Mitch: (03:04)

That's a great point. And now once you're able to quantify your skills and you kind of have this perception that you're looking to display, what is the best way for you to utilize something like LinkedIn when it comes to building your brand and further establishing who you are?

Keith: (03:26)

I like to use LinkedIn as my canvas. I remember at one point in order to reach out to the decision makers within a company, you have to cold call the company, act as if you weren't who you were in order to get a contact. Just to be able to reach out to him. Put your best foot forward. Now you have tools like LinkedIn where you're able to wait the decision makers within the company that you may want to go to or get interesting information from companies that you've seen information about. I think that this is very important that you have a consistent message on your LinkedIn that is really cohesive to what you are representing on your resume. You want to create posts that helpful that to provide insights to individuals and give them actionable items that can better their situation no matter what position they're in currently.

Mitch: (04:23)

How can we further differentiate ourselves from all of the other applications though? What's another tip that I could do to separate myself from others during the interview process?

Keith: (04:36)

Well, this is a great thing and I'm a true believer that one of the best ways to separate yourself, there's a thank you card. I've been able to position myself in a lot of great opportunities based off the fact that I did a thank you card. It seems to be very rare, but the one thing that people don't take into consideration is that when you're asking the questions at the end that every interviewer asked you if you have, you have two purposes. One is to further build that common ground, which with whoever you're interviewing during that time and two, you want to provide the basis for your thank you cards. So when I crossed my handwritten thank you cards, I specifically make an effort not to discuss the position at all. All I want to do is thank them for the opportunity that they'd provided and taking the time out to actually meet with me. I focus on common ground building items during the interview instead. An example of that is one of the thank you caused that I've crafted during one of the interviews at a company I interview for, I found out that they had young children through my questioning and I mentioned to them that there was a guy that was based out of Philadelphia named grandpa bubbles that hosts different free events in the parks in the surrounding area. Now totally it was something that she may be interested in and even provided the website for. She really appreciated that because it wasn't about, the interview wasn't about the position. It was really about just building that genuine connection and that's what you're able to do through a thank you card.

Mitch: (06:13)

Just as a quick follow-up to that question, what is the benefit of a handwritten thank you card as opposed to, you know, the more traditional email today?

Keith: (06:25)

Well, I think that a handwritten thank you card, it shows the efforts. It's very easy to go online and just write some type of email that you send out to somebody. It seems very generi...