Tanya Shofler

Inspirer
DISC Type : id

Senior Accountant at US Eye

Sarasota, Florida, United States

Overview

Tanya Shofler is a decisive and detail-oriented Senior Accountant at US Eye, specializing in accounting, reconciliation, and reporting. With experience at Wells Fargo and Atlas Advisors, she excels in preparing financial tools and managing processes. Tanya holds a Bachelor of Business Administration from California State University - East Bay.

A motivational leader and effective communicator, Tanya is known for developing trusting relationships with management, partners, and staff. She is a supportive colleague who actively promotes the work and achievements of friends within her professional network, demonstrating a commitment to mutual success.

She has prepared high-level Board Book reports, including quarterly 12b-1 and Fund Expense reports for senior management.

Personality Overview

Confident & Optimistic

Fast Adopter

Decisive

They usually prefer to drive the conversation.  They respond well to objective pitches but also attach some value to relationships. They don’t mind taking a stand if they believe in something.

Topics They Care About

Financial Reporting
Her career is centered on preparing financial reports, performing reconciliations, and supporting timely monthly, quarterly, and year-end financial close processes.
Accounting Procedures
In past roles, she has developed and maintained accounting policies and procedures for the general ledger and month-end close process.
Team Leadership
Described as a "motivational leader, " she has experience supervising teams, training new employees, and preparing performance reviews.

Media Appearances

Tanya has no verified media appearances

Work History

11-2022 - 11-2024
Senior Accountant at US Eye
1-2005 - 11-2022
Accountant III at WELLS FARGO FUNDS MANAGEMENT GROUP
1-1999 - 1-2005
Sr. Accountant at Atlas Advisors
1-1996 - 1-1999
A/ P and A/ R Supervisor at GUZIK TECHNICAL ENTERPRISES

Education

Bachelor of Business Administration - BBA from California State University - East Bay

More Information

Social Presence :

Prographics :

Exp : 28 Location : Sarasota, Florida, United States Job Level : N/A Designation : Senior Accountant at US Eye
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Insights For Selling To Tanya

During A Call Or A Meeting

DO's

  • Get them to a point where they are ready to bat for your product internally
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Look like someone who is on top of their game

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tanya is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Tanya

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Tanya move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Tanya take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Tanya

Personality Compatibility


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