Manny Travieso Email & Phone Number

Services☁ 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

Charlotte, North Carolina Area

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… 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

Charlotte, North Carolina Area

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… 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

Charlotte, North Carolina Area

Managed 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.

Bradenton, 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.

Bradenton, 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

Directs 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.

Coordinates 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.

Managed 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.

Bradenton, Fl

Provide sales metrics reporting to all levels of the organization. Work directly with Sales Leadership to promote successes and identify problem areas.

Provided 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.

Bs, Major Finance; Minor International Business

Activities and Societies: Golden Key International Honour Society, The Honor Society of Phi Kappa Phi Graduated Summa Cum Laude

Aa, Business

Activities and Societies: Phi Theta Kappa Graduated Summa Cum Laude