Tanner N.

Sr. Fin. Analyst at Dell Technologies | TA Options | BYU Finance Program Class of 2021

Round Rock, Texas, United States

About

I have an extremely strong passion for all financial markets. Rather than spend time scrolling through Instagram and Twitter, I find myself opening Yahoo Finance to keep with the latest market news. It's just fun to me. This led to me becoming a self-taught, market trader. I co-started TA Options to share with passion with other people and show them how to understand the markets in a simple and easy way. I believe everyone should have basic knowledge of markets. I am proud to have been able to educate and help as many people as I have to learn to invest and expand their future potential. With a Finance degree from BYU, I will have the ability to help not just people, but companies, achieve their highest financial potential. I am a coachable, talented, and enjoyable person. I bring energy, drive, and efficiency to the workplace. I want to work for a company that solves problems and has a clear vision so that I can contribute and add as much value as possible. My wife and family are the most important things to me. I love playing and watching football and basketball and hosting watch parties for games like the Superbowl and NBA Finals.

Experience

  • Dell Technologies (Round Rock, Texas, United States · On-site)
    • CSG Global Sales Sr. Financial Analyst
      Sep 2025 - Present · 10 mos

      ▪ Built a dynamic worldwide affordability and negative‑margin investment model guiding $65M in quarterly deal investments, enabling weekly performance tracking and regional scenario-based deal analysis ▪ Led global backlog margin risk analysis amid PC component cost volatility, reviewing ~$2B–$3B in weekly backlog and quantifying $75M-$150M of margin risk influencing OPEX variance and P&L forecasting ▪ Developed a new Intel vendor funding forecast methodology by integrating multiple data sources to model 11.5M units for Q1, improving forecast accuracy and significantly reducing modeling cycle time ▪ Performed ad hoc analysis on LOB, segment, RTM performance, partnering with stakeholders up to VP / SVP level

    • S4: NA CSG Finance
      Mar 2025 - Sep 2025 · 7 mos

      • Own and present NA Weekly Sales BMS to senior leadership team • Weekly RTM reporting, analyzing WoW PC growth • Conduct weekly ad-hoc analysis on revenue, gross margin, growth • Become proficient in SnS, DnCP, Trans vs LB areas of the business

    • S3: Server Controller
      Sep 2024 - Mar 2025 · 7 mos

      • Managed total server cost tool used by 8 different teams and improved reporting efficiency by over 25% • Established new custom product hierarchy and mapping for Server Product Ops products • Presented quarterly Total Server results along with trend analysis by platform and category to Server VP

  • TA Options (Provo, Utah, United States)
    • Co-Founder
      Dec 2020 - Present · 5 yrs 7 mos

    • Head Trader
      Apr 2020 - Present · 6 yrs 3 mos

      ▪ Actively manage a 5-figure portfolio through trading equities, options, & bonds ▪ Achieved over 1700% return in total life of portfolio ▪ Perform daily market research along with analysis of patterns and trends of overall market and select companies

  • Finance Program Office Specialist at Brigham Young University
    Apr 2021 - May 2023 · 2 yrs 2 mos

    ▪ Created 5 functioning Excel spreadsheets to analyze and resolve admissions, scheduling, & placement data ▪ Plan, organize, and manage several events and activities run through the Finance program ▪ Meet and advise prospective students on their program application and graduation plan

  • CFO Intern at Dell Technologies
    Jun 2022 - Aug 2022 · 3 mos

    ▪ Created new rule revision process for GOAL/GOAL LITE automation in US and Canada to increase efficiency ▪ Increased CA deal automation by 26% by introducing 30+ new rules ▪ Proposed 5 new GOAL LITE rules for US Consumer segment to increase automation from 0% to 35%

  • Finance Intern - Team Leader at Halfftee
    Jan 2021 - Apr 2021 · 4 mos

    ▪ Input inventory and SKUs for 200 products using Microsoft Excel into 3rd party eCommerce software ▪ Reviewed then offered improvements to the company’s proposed budget for 2021 ▪ Created a survey and collected over 500 responses to assess trends in the target audience and future products