Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Todd Goyer

Blackstone,MA

Summary

Finance expert utilizing quantitative analysis tools to investigate problems thoroughly before developing comprehensive solutions, tailored specifically to each individual business need. Excels at presenting complex information in easy-to-digest format, allowing stakeholders to make informed decisions quickly.

Overview

26
26
years of professional experience

Work History

Consultant Pricing (PPD & Renewals Pricing)

Dell Technologies, Inc
01.2019 - Current
  • Manage 7 global analyst driving multiple transfer pricing projects.
  • Work closely with Sales Operations & Global Business Operations to optimize pricing strategies and drive KPIs.
  • Lead global interlocks, P&L reviews, proforma invoicing, maintenance price concession/approvals and pricing governance policies.
  • Develop new pricing strategies in conjunction with product management for new and existing offerings.
  • Implemented contractual governance and review standards for complex SW agreements to reduce maintenance loss.
  • Increased annual SW PPM bookings by $227M through pricing model initiatives and team member training.
  • Strategize with global stakeholders to establish annual maintenance targets.
  • Implementation of business analytics to measure/verify.
  • Develop pricing improvement processes, guidelines, and controls to ensure global price consistency.
  • Developed formalized SW NSE (Non-Standard Element) approval deal tool and integrated it globally throughout Dell Technologies.
  • Supported clients with financial analysis, documentation and data modeling.
  • Updated stakeholders on key milestones for projects.
  • Conducted P&L statement analysis to improve daily operations, increase revenue and reduce costs.

Senior Pricing Advisor

Dell Technologies, Inc
10.2014 - 01.2019
  • Complex price modeling and quote to cash operations lead.
  • Developed many functional enhancements that served to increase customer engagement and significantly grow program revenues by $500M+ (winning President's Award).
  • Developed and fostered business relationships with key stakeholders.
  • Collaborate with IT and product teams to enhance pricing models and tools.
  • Drive all individual aspects of complex SW deals by serving as operations lead for Asset Management, Sales Revenue Recognition Accounting, Booking, Commissions, and Legal.
  • Utilized Excel (including Pivot Tables - VLOOKUPS) PowerPoint and Tableau skills to generate reports for review and presentation to upper management.
  • Responsible for accurately drafting and presenting direct/channel partner legal documents, reviewing customer redlines and contractual adjustments in collaboration with Dell Legal.
  • Produced detailed reports outlining key issues and proposed solutions.
  • Anticipated responses and prepared clear and articulate answers.

Senior Financial Analyst (Sales & Use Tax)

EMC Corporation
02.2010 - 10.2014
    • Internal and external audit defense.
    • Established sales taxability and tax exemption status with external customers.
    • Supervised 20 analyst responsible for system wide tax exemption coding located in Bangalore, India.
    • Developed detailed reports and analysis for use by upper management and executives.
    • Successfully resolved decades long tax invoicing issue by establishing new policies to adjusting customer invoices that exempt electronically delivered software.
    • Presented sales tax law and other pertinent training to stakeholders as subject matter expert.
    • Delivered financial oversight and advice to corporate stakeholders to improve strategic planning.
    • Bolstered annual revenue through identification of undeveloped and untapped revenue streams.
    • Developed forecasting tools to analyze revenue variance, business pipeline and industry trends.

Senior Credit Analyst

EMC Corporation
04.2006 - 02.2010
  • Reviewed financial statements (balance sheet & income statements) to ascertain credit risk and assign lines of credit.
  • Drafted complex letters of credit and negotiated terms with third party lenders.
  • Helped reduce DSO 40% in first 18 months.
  • Developed innovative key coding method that served to significantly reduced time and complexity needed to document credit holds and release reason of larger orders required by external auditors.
  • Worked directly with customers and sales teams to resolve disputes and come to equitable business solutions.
  • Improved understanding of financial statements, which helped in assessing risk.
  • Conducted presentations to upper management and executive teams for loan recommendations.
  • Complied with internal controls and government regulations in 3 key areas (audits, financial analysis sales tax.
  • Utilized strong communication and interpersonal skills to obtain necessary financial information from customers.

Credit & Collection Analyst

Lista International
01.2001 - 04.2006
  • Provided detailed monthly reports to sales and upper management.
  • Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
  • Managed over 50 customer collection calls per day.
  • Issued credit/debit memos and supervised cash posting.
  • Worked directly with customers to arrange special payment terms and resolve disputes.
  • Placed customer accounts on hold due to past due payments.
  • Negotiated payment plans and loan terms with delinquent customers.
  • Created credit policies, processes and procedures to maintain compliance with banking regulations.
  • Monitored credit accounts routinely to identify and mitigate issues and prevent losses.

Due Diligence Analyst

National Check Protection Services
01.1998 - 01.2001
  • Provided recommendations to BankBoston/Fleet Bank after detailed criminal and financial review of individuals and business looking to borrow $1M or more.
  • Used transactional and customer records, external data and publicly. Available information to identify suspicious or unusual activity.
  • Interacted with compliance representatives to assess potential unusual activity.
  • Designed improvements to key controls to reduce financial crimes risk.
  • Interpreted regulatory rules or rule changes and communicated with others through corporate policies and procedures.

Education

M.B.A -

Nichols College
Dudley, MA
05.2008

M.A. -

State University of New York (SUNY)
Albany, NY
05.1998

B.A. -

Rhode Island College
Providence, RI
05.1996

Skills

  • Strong Microsoft Office Suite
  • Oracle 11i
  • Tableau
  • SAP
  • Salesforce
  • Price Modeling
  • Reports and Documentation
  • Project Management
  • Project Analysis
  • Process Improvement
  • Strategic Planning
  • Team Leadership
  • Analytical Thinking

Additional Information

Achievements

  • 2008 Impact Award (Credit Coding Project)
  • 2011, 2013 Gold Award
  • 2016 EMC President's Award (EMC Corporation's Highest Honor)
  • 2020 Dell Game Changer Award (TLA Pricing Governance)
  • Six Sigma Green Belt

Timeline

Consultant Pricing (PPD & Renewals Pricing)

Dell Technologies, Inc
01.2019 - Current

Senior Pricing Advisor

Dell Technologies, Inc
10.2014 - 01.2019

Senior Financial Analyst (Sales & Use Tax)

EMC Corporation
02.2010 - 10.2014

Senior Credit Analyst

EMC Corporation
04.2006 - 02.2010

Credit & Collection Analyst

Lista International
01.2001 - 04.2006

Due Diligence Analyst

National Check Protection Services
01.1998 - 01.2001

M.B.A -

Nichols College

M.A. -

State University of New York (SUNY)

B.A. -

Rhode Island College
Todd Goyer