Tom Floyd, CPA

Energizer
DISC Type : I

Assistant Controller at G2

Greater Chicago Area, United States

Overview

Tom Floyd is a licensed Certified Public Accountant currently serving as the Assistant Controller at G2. He advanced to this role after joining as a Senior Technical Accountant. His career began in public accounting at Baker Tilly US, and he holds a Bachelor of Arts from Illinois Wesleyan University.

Beyond his finance expertise, Tom has a unique professional history that includes working as a dog walker for Wag Labs Inc. This suggests a personal interest in animals and the outdoors. He also follows developments at his former employer, Baker Tilly US, and Northwestern University.

Interestingly, this senior finance professional once worked as a part-time dog walker.

Personality Overview

Enthusiastic

Informal

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Topics They Care About

Technical Accounting
As a licensed CPA with a background as a Senior Technical Accountant, he possesses deep expertise in complex accounting standards and financial reporting.
SaaS Finance
[Predicted] Working as a controller for G2, a major software marketplace, he is likely focused on financial models and metrics specific to the SaaS industry.
Accounting Systems
His coursework included Accounting Information Systems, indicating an interest in the technology and processes that underpin financial data management and integrity.

Media Appearances

Tom has no verified media appearances

Work History

9-2023
Assistant Controller at G2
1-2022 - 9-2023
Senior Technical Accountant at G2
9-2019 - 12-2021
Senior Associate at Baker Tilly US
10-2017 - 9-2019
Staff Accountant at Baker Tilly US
12-2016 - 10-2017
Dog Walker at Wag Labs Inc.

Education

2013 - 2016
Bachelor of Arts (B.A.) from Illinois Wesleyan University
2016 - 2018
Nanodegree from Udacity

More Information

Social Presence :

Prographics :

Exp : 9 Location : Greater Chicago Area, United States Job Level : Junior Designation : Assistant Controller at G2
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Insights For Selling To Tom

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid cutting into their flow
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tom is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Tom

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Tom move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Tom take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Tom

Personality Compatibility


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