Neal Roden, CPA

Evaluator
DISC Type : Scd

Global Corporate Controller at Pattern®

Lehi, Utah, United States

Overview

Dylan is the Global Corporate Controller at Pattern, overseeing key accounting functions. A Certified Public Accountant, he has a track record of progressing through senior finance roles at high-growth tech companies like Podium. His background includes a Masters from the University of Utah and a Bachelors from Brigham Young University.

Based on his educational background in Utah, Dylan likely follows the athletic programs of his alma maters, the University of Utah and Brigham Young University. He appears to be invested in the local university communities where he studied.

He is actively involved in recruitment and speaks highly of his teams leadership and culture, personally encouraging professionals to join.

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Team Building
Actively recruits for his accounting team at Pattern through personal posts, showing a commitment to finding and mentoring new talent.
SaaS Accounting
His recruitment efforts specify the need for expertise in SaaS offerings, highlighting its importance in his current role at Pattern.
Company Culture
Publicly praises the leadership and culture of his team, indicating that a positive work environment is a significant value for him.

Media Appearances

Neal has no verified media appearances

Work History

8-2024
Global Corporate Controller at Pattern®
4-2023 - 8-2024
Assistant Controller at Pattern®
4-2022 - 4-2023
Assistant Controller at Podium
10-2019 - 4-2022
Divisional Controller at Podium
10-2018 - 9-2019
Senior Accountant at Podium

Education

2016 - 2017
Master's degree from University of Utah
2009 - 2016
Bachelor's degree from Brigham Young University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Lehi, Utah, United States Job Level : N/A Designation : Global Corporate Controller at Pattern®
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Insights For Selling To Neal

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Neal is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Neal

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Neal move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Neal take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Neal

Personality Compatibility


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