Daniel Defeo Email & Phone Number

Plymouth Meeting, Pa, Us

London, Gb

London, Gb

• Continue to maintain prior responsibilities of Financial Systems as well as management of our Lead-to-Cash technical team and SFDC, Apttus/Conga, and Zuora applications as well as our Business Systems QA team.• Structuring a group focused on Business Process Automation, including the review/intake processes, development and testing approach, and potential tool implementation.• Continue to focus on reducing our technical landscape by looking to consolidate technology and/or business units onto our core technical landscape.• Serve on our architecture review board within BIS to ensure ideal solution design and implementation practices.

London, Gb

• Managed a technical team responsible for the development, administration, and production support of business critical financial systems, including NetSuite, Blackline, Kyriba, OneSource, and other boundary applications.• Implemented Agile practices into our development processes, increasing the pace to release and product roadmap for financial systems.• Served as escalation for technical solution review and operational issues as well as encouraged the use of out of the box capabilities and best practices to replace custom configuration.• Implemented Strongpoint in NetSuite, technical reporting, and designed solutions to ensure key controls around Change Management, SOD, and ITGCs were met.• Supported the build out of an M&A model for on-boarding/off-boarding acquisitions into our technical landscape.

King Of Prussia, Pa, Us

• Served as Operations expert across Product Line and Product Management Teams, including coordinating back-office functions and documenting requirements with Sales, Finance, and Legal.• Managed a team focused on operational releases, pricing updates, and system changes.• Member of “Tiger Team” dedicated to moving to Subscription-based revenue, including changing our Sales and Post-Sales Engagement model, selecting and implementing a Subscription Management engine, improving our operational focus in a new Go-To-Market strategy.• Helped design a new Customer Engagement model focused on Product Awareness and Adoption.• Technical Lead on the implementation of Zuora as a Subscription Management engine, including the migration of our Salesforce.com instance to a new deployment of Salesforce.com Lightning.• Developed a system architecture and design with Enterprise Architecture that supported present and future system needs, including preparing for consumption-based license models.• Coordinated with FP&A group and leadership to develop, document, and report key metrics related to revenue, including introducing automation of ACV/TCV, MRR, and Churn Rates.• Delivered all changes to our pricing, licensing, and entitlement strategy from Pricing Committee.• Served as Product Catalog owner, updating documentation and price lists within systems, researching technical capabilities for new pricing and delivery models, and implementing changes.• Designed process flows and documented product releases, recommending optimizations.

King Of Prussia, Pa, Us

• Continuously evaluated and made recommendations for process improvements in the areas of revenue accounting, license management, and order processing, including designing new reports, reconciliations, and analysis for accounts receivable and revenue general ledger accounts.• Served as a member of the project team dedicated to system and process readiness over the release of our new product, Qlik Sense, including analyzing existing customer base and likelihood of customer migration requests; enabled our sales and operational organizations on the product.• Created a new work group, the “Conversion Desk”, within the Order Processing Shared Service Centers in the Americas and Europe to support the migration of legacy QlikView customers to the Qlik Sense product, providing education, training, and resources to support customer requests.• Supported the Mergers and Acquisitions group (M&A) by designing the transition processes for existing customers to be setup in our systems and to move to our license models.• Created a QlikView application to track, validate, and report on maintenance renewals, providing insight into Renewal Rates, while also providing guidance around prioritization and escalations.

King Of Prussia, Pa, Us

• Managed Accounting duties for all revenue streams, including License Sales, Maintenance, Maintenance Renewals, Training, Consulting, Program Fees, etc. for Americas Business Entities.• Served as Product Owner for NetSuite activities related to Revenue Operations, managing change requests, creating custom reports, and holding enablement sessions on features and functionality.• Performed analysis on third-party evidence, historic sales, and VSOE to suggest pricing structure of government sales program (GSA) for license, maintenance, training, and services revenue.• Evaluated market conditions and currency forecasts to determine price lists for Americas.• Worked with internal audit to establish controls to ensure compliance with Sarbanes-Oxley (SOX) including testing procedures, electronic audit evidence, reconciliations, and review processes.• Worked with legal and sales organization to review and structure contractual agreements to ensure that all terms and conditions are within company policy for revenue recognition.

King Of Prussia, Pa, Us

• Responsible for the maintenance revenue streams for five QlikTech business entities.• Managed renewal accounting team, streamlined the renewal process, providing customers and partners advanced notification of pending annual maintenance and support fees.• Served as SME for Maintenance revenue streams in the selection and implementation of a new ERP system, NetSuite, as well as the implementation of a new Financial Planning and Analysis system.• Performed VSOE analysis, comparing annual renewal fee percentages to the original, license and first year maintenance sale, establishing a range and threshold according to SOP 97-2 guidelines.• Designed a Waterfall model to forecast and budget maintenance and maintenance renewal revenue streams that has since been rolled out globally for all budgeting and forecasting.• Created analyses and controls for deferred revenue accounts, ensuring all maintenance transactions are properly deferred and recognized in the correct period.

Zurich, Zurich, Ch

• Member of the recruitment and resource management team assisting clients within the Philadelphia, Southern New Jersey, and Delaware areas in filling staff augmentation positions and fulfilling human resource services.

Philadelphia, Pa, Us

Ticket Vault Representative - Sept. 2008 - Nov. 2008• Tallied sales, completed nightly revenue reports, and performed account balances for day-of-game ticket sales.• Managed cash withdraws and deposits, prepared weekly bank deposits and generated sales reports.Season and Group Sales Representative - Oct. 2007 - Sept. 2008• Part of sales team that increased total season tickets sold to 20,418 (19% increase from 2007 totals).Phone Center and Game Day Operations - Dec. 2005 - Oct. 2007• Managed and coordinated a staff of 10 people to prepare the ballpark for daily group events and activities.

• Interviewed, hired, and managed a staff of 15-20 people to work during both the summer and academic year.• Responsible for managing payroll and staffing of the computer labs while balancing employee schedules.• Helped maintain the integrity of Penn's secure network and protected the personal computers of its users.• Provided highest level support, developed relationships with Penn personnel, and created service agreements.

• Balanced accounts, managed payroll, and developed Profit & Loss statements for clients using QuickBooks.• Managed client documents, developed client databases, and tracked expenses using Microsoft Excel.

Master'S, Business Administration; Accounting

Ba, Philosophy, Politics, & Economics

High School