Daniel Zermeno Email & Phone Number

Mexico

•Managed and coordinated multiple customer accounts to ensure users maximized the product's potential.•Executed end-to-end implementation, including from Proof of Concept (POC) to onboarding, subscription, and maintenance. •Fostered long-term relationships and enhanced customer reliance on the product.•Uncovered valuable spend financial insights that highlighted potential opportunities and business risks with AI-driven algorithms.•Conducted consultative business reviews with customers, delivering strategic recommendations, best practices, and proposed process enhancements.•Main point of contact between customers and engineering team, meeting with project stakeholders on a regular basis to assess progress. Capturing and conducting recommendations or issues with engineering and product teams.•Collaborated with sales team to build a strategy for revenue increase on product enhancements or new product features investments prioritizing customer success.

Guadalajara, Jalisco, México

•Performed Spend financial analysis to reflect data extracts into Suplari insights. •Onboarded complex global customers.•Teamed up with Sales to proficiently deliver Proof of Concepts to prospective customers.•Collaborated with Product and Engineering teams to execute customer requests.

Guadalajara, Jalisco, Mexico

In the realm of revenue recognition, I spearheaded the General Ledger month-end close for a $500 million SaaS revenue portfolio. This involved identifying potential revenue forecast risks to facilitate informed decision-making for finance teams.•Conducted thorough analyses of past and current revenue growth, projecting future income while considering business goals. These insights played a pivotal role in shaping strategic decisions for both sales and finance during the annual business planning.•Presented outcomes from comparing actuals to forecasts, pinpointing discrepancies in revenue data.•Analyzed revenue negotiations reflected in the Balance sheet, ensuring alignment with forecasted behavior.•Successfully identified and rectified revenue leakages through comprehensive analysis, collaborating with the sales team, ultimately leading to a substantial increase in overall revenue. Additionally, identified potential investment opportunities.

Aguascalientes Area, Mexico

•Accountable for reviewing and managing a backlog of unpaid invoices totaling $600 million, encompassing both capital and operational expenditures. •Ensuring timely and efficient payment of bills, addressing payment challenges, and formulating strategies for income planning. •Prioritizing supplier relationships and resolving critical payment issues.

Aguascalientes, Mexico

•Formulated and implemented comprehensive project planning and budgeting across customers from start to finish. •Collaborated with business owners to create an efficient process for budgeting Gross Margin across the companies.•Conducted monthly reconciliations for balance sheet accounts.

Aguascalientes, Mexico

•Accountable for ensuring the completion of the entire Purchase Order (PO) cycle time, from the creation of Purchase Requests (PR) to placing the PO and until the invoice was fully paid. •Worked closely on facilitating the release of payments, addressing on-hold payment issues arising from various scenarios such as price discrepancies, discrepancies between POs and invoices, payment terms, and receipts on POs. •Additionally, managed and enhanced Key Performance Indicators (KPIs) related to payments during Accounts Payable (AP) reconciliation, contributing to decision-making for project owners.

Aguascalientes Area, Mexico

Managed the accounting of fixed assets for more than 10 Enterprise companies, overseeing tasks such as depreciation, additions, disposals, handling physical inventory, and evaluating idle assets in compliance with US GAAP.