Manny Travieso Email and Phone Number
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With 17 years of experience as a finance executive, I bring a practical approach to building solutions that make a real difference for businesses. Now a 3x certified Salesforce Administrator, I specialize in leveraging Salesforce automation to streamline workflows, enhance productivity, and make everyday tasks easier for end users.Since 2023, I’ve embraced the digital nomad lifestyle, combining my passion for work with the freedom to explore new places. When I’m not immersed in Salesforce projects, you’ll likely find me discovering the local culture, cuisine, and sights in the area I'm calling home for the moment.Comprehensive experience in the following areas:- Salesforce Customization, Configuration, & Implementation- Salesforce Administration- Automation (Salesforce Flow, Process Builder)- Strategic Planning and Execution- Process Improvement- Data Management- Data analytics / KPIs / Dashboards / ReportsAdvanced user of Microsoft Office software including Excel, Access, PowerPoint, and Outlook.
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Salesforce Certified Consultant. Co-Founder. Partner.T2 Nomads, Llc Feb 2018 - PresentServices☁ Focused on Sales Cloud☁ Lightning migrations and implementations☁ Configuration and customization☁ Automation (Salesforce Flow)☁ Requirements gathering and project management☁ Process and efficiency improvements☁ Data cleansing and integrity improvements to deliver trust☁ Analytics through reports and dashboards to drive business decisions☁ End-user experience improvements and training ☁ On-going Admin support
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Certified Salesforce ConsultantB2B Fusion Jan 2021 - Present -
Certified Salesforce ConsultantTranquility One May 2024 - Present -
Certified Salesforce ConsultantBetter Partners Jan 2019 - Present -
Director, Pricing And Renewals, Client Success At TrinetTrinet 2017 - 2018Charlotte, North Carolina AreaRecruited by VP of Client Services to create a new role focused on improving visibility and understanding of client profitability, as well as a new strategy of pricing for existing clients.As a Salesforce Super User, I designed a financial metrics prototype, within a Salesforce sandbox (Developers Org), to provide needed visibility to client profitability to all levels of the organization.Developed process to identify and communicate key client pricing metrics used by Client… Show more Recruited by VP of Client Services to create a new role focused on improving visibility and understanding of client profitability, as well as a new strategy of pricing for existing clients.As a Salesforce Super User, I designed a financial metrics prototype, within a Salesforce sandbox (Developers Org), to provide needed visibility to client profitability to all levels of the organization.Developed process to identify and communicate key client pricing metrics used by Client Relationship Executives.Was responsible for creating, managing and executing a pricing and renewal negotiation process that optimizes product profitability, client retention, and competitiveness in the market.Partnered with vertical leaders, operational pricing owners, and field executives to implement and manage pricing processes, systems, and metrics that drive ongoing improvement in client profitability, increase retention, manage COPS costs effectively and support overall corporate goals. Show less -
Executive Director, Financial Planning & AnalysisTrinet 2014 - 2017Charlotte, North Carolina AreaLed a seven-person team providing key financial, planning, and analytical support to all seven operational functions; including a $500M+ annual budget, quarterly forecasts, and delivering monthly variance analysis. Tactical and strategic thinker whose opinion is sought for recommendations of course of actions, by the executive team, on matters such as metrics to reduce variable expenses. Built a results-oriented FP&A team, by providing clear attainable goals, structure, motivation, and… Show more Led a seven-person team providing key financial, planning, and analytical support to all seven operational functions; including a $500M+ annual budget, quarterly forecasts, and delivering monthly variance analysis. Tactical and strategic thinker whose opinion is sought for recommendations of course of actions, by the executive team, on matters such as metrics to reduce variable expenses. Built a results-oriented FP&A team, by providing clear attainable goals, structure, motivation, and mentorship. Show less
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Director Of Financial Planning AnalysisTrinet 2013 - 2014Charlotte, North Carolina AreaManaged a subset of the FP&A group responsible for revenue budget/forecast, as well as the operating expense budget/forecast of Client Services, Service Operations, and Information Technology. Built and maintained relationships across all levels of the organization. Developed concise and actionable metrics to help drive the business.
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Director Of Financial Planning AnalysisTrinet 2009 - 2013Bradenton, Florida• Compiled and managed financial database used to generate all corporate operational metrics.• Reported business results on a weekly, monthly, and quarterly basis for supported business units.• Reviewed and participated in month-end close process to ensure business unit financials were accurate.• Prepared annual operating budgets for supported business units.• Provided ad hoc analysis as needed to support company goals and initiatives.
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Director Of Financial Planning AnalysisGevity 2008 - 2009Bradenton, Florida• Created financial models to support operational decisions.• Developed monthly financial statements, enabling branch managers to drive profitability.• Prepared and reviewed weekly metrics with executive team to discuss trends and forecasts.• Prepared quarterly operating results and metrics for investor relations.• Collaborated with VP of Finance and VP of Sales to generate sales, service, and marketing budget.• Supervised a staff of one senior analyst and four financial… Show more • Created financial models to support operational decisions.• Developed monthly financial statements, enabling branch managers to drive profitability.• Prepared and reviewed weekly metrics with executive team to discuss trends and forecasts.• Prepared quarterly operating results and metrics for investor relations.• Collaborated with VP of Finance and VP of Sales to generate sales, service, and marketing budget.• Supervised a staff of one senior analyst and four financial analysts. Show less
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Manager, Financial Planning & AnalysisGevity 2006 - 2007Directs preparation of and prepares weekly, monthly and periodic studies, reports, metrics and analyses in areas such as budgets, forecasts, financial plans, statistical reports, cash flow projections, and business forecasts.Manages data requirements for Client Services, Sales and other Gevity departmental incentive programs.
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Sr. Analyst Planning & AnalysisGevity 2005 - 2006Coordinates with all levels of management to gather, analyze, and prepare recommendations regarding financial plans, acquisition activity, new business planning, trended future requirements, and operating forecasts. Establishes databases of pertinent information for use in analyzing future plans and forecasts.
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Database Manager, Marketing And SolutionsGevity 2003 - 2005Managed the prospect content, for 240 Business Development Managers, within the GoldMine CRM. In addition, responsible for working directly with Field Leadership to create and maintain sales territories for the entire sales organization.
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Analyst, Sales InformationGevity 2000 - 2003Bradenton, FlProvide sales metrics reporting to all levels of the organization. Work directly with Sales Leadership to promote successes and identify problem areas.
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Cash ManagementProvident Bank 1999 - 2000Provided comprehensive range of commercial and small business products and services to local businesses. Most services were aimed to help reduce the time and effort required to manage a business successfully.
Manny Travieso Skills
Manny Travieso Education Details
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Major Finance; Minor International Business -
Business
Frequently Asked Questions about Manny Travieso
What company does Manny Travieso work for?
Manny Travieso works for T2 Nomads, Llc
What is Manny Travieso's role at the current company?
Manny Travieso's current role is 3x Salesforce Certified | Community Mentor.
What is Manny Travieso's email address?
Manny Travieso's email address is mt****@****.rr.com
What is Manny Travieso's direct phone number?
Manny Travieso's direct phone number is +194151*****
What schools did Manny Travieso attend?
Manny Travieso attended University Of South Florida, Manatee Community College.
What are some of Manny Travieso's interests?
Manny Travieso has interest in Children, Investing, Real Estate, Environment, Golfing, Exercising, Animal Welfare.
What skills is Manny Travieso known for?
Manny Travieso has skills like Forecasting, Leadership, Budgets, Management, Finance, Sales, Sales Operations, Business Development, Strategic Planning, Process Improvement, Business Planning, Coaching.
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