Summary
Overview
Work History
Education
Skills
References
Timeline
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Monique Romero

San Jose,CA

Summary

Experienced Finance with a demonstrated history of working in the internet industry. Skilled in Trial Balance, Revenue Recognition, Reconciliations, SAP ERP, Zuora, and Software as a Service (SaaS). Strong Finance professional with a Bachelor's Degree focused in Finance and Accounting from University of Phoenix.

Overview

15
15
years of professional experience

Work History

Enterprise Services Manager

Zuora
01.2023 - 02.2024
  • Spearheaded initiatives aimed at improving efficiencies while maintaining high service standards across all functional areas of responsibility.
  • Oversaw month end close process for all customers, achieving time savings and headcount through streamlined operations and optimized resource utilization.
  • Initiated cross-functional team collaborations to address complex customer challenges efficiently while fostering a collaborative working culture within the organization.
  • Improved customer satisfaction by implementing efficient service management strategies and streamlining processes.
  • Partner with key stakeholders and vendors to improve complex financial processes, perform effective escalation management and provide solutions
  • Developed strong relationships with key clients, ensuring long-term partnerships and repeat business opportunities.
  • Met with customers to discuss service needs and develop effective and practical solutions.
  • Mentored junior team members, contributing to their professional growth and development.

Customer Success Manager

Zuora
02.2018 - 01.2023
  • Enhanced customer satisfaction by proactively addressing concerns and providing tailored solutions.
  • Launched quality assurance practices for each phase of development
  • Conducted training and mentored team members to promote productivity and commitment to friendly service.
  • Established KPI goals for customers and provided feedback on methods for reaching those milestones.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Identified upsell opportunities through frequent account reviews, contributing to increased revenue generation.

Subject Matter Expert - Finance and Revenue

Zuora
10.2017 - 02.2018
  • Improved user productivity and efficiency through system training and support.
  • Devised and implemented processes and procedures to streamline operations.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Evaluated existing resources and developed new strategies to maximize effectiveness in addressing identified gaps.
  • Established best practices for knowledge sharing, fostering a culture of continuous learning and improvement.

Global Support Advocate- Finance and Revenue

Zuora, Inc.
12.2015 - 10.2017
  • Assist customers with setting up specific revenue recognition models and rules such as Daily over time revenue, Revenue recognition upon invoicing, Monthly Revenue recognition
  • Hosted live webinars for customers for Deferred revenue, VAT Tax rate changes for 2018, Month End Close process
  • Assisted many customers with their month end close reconciliations between Zuora and their GL systems, which included, but not limited to: Netsuite, SAP, Quickbooks
  • Created training videos for Training team for Finance area.
  • Managed complex caseloads with diligence, prioritizing tasks to ensure timely resolution of cases.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Reviewed implementations that streamlined financial processes leading to improved accuracy in data entry.
  • Resolved problems, improved operations and provided exceptional service.

Associate Accountant

Genentech, Inc.
10.2008 - 12.2015


  • Compiled and analyzed financial information to prepare entries for general ledger accounts.
  • Leveraged finance knowledge to strengthen controls and improve transparency.
  • Developed strong working relationships with clients, resolving inquiries related to invoicing or payment discrepancies.
  • Assisted in maintaining accurate financial records by processing accounts payable and receivable transactions.
  • Reconciled month-end totals for timely and accurate reporting of financial information.
  • Supported month-end close procedures, including journal entries and balance sheet account reconciliations.
  • 1099 /1042/1098/480.7C tax follow-up and reporting
  • Recovery of Unclaimed Property to Genentech
  • Provide customer feedback analysis, operational monitoring, trouble shooting and error resolution to prevent inaccuracies, reduce process latency and drive process excellence
  • Responsible for researching and processing all affiliate and intercompany vendor invoices and accruals for monthly Intercompany payment deadlines & balanced aging reports
  • Process and research incoming levies/garnishments

Education

Bachelor of Science in Accounting -

University of Phoenix
San Jose, CA
07.2007

Skills

  • Rapport Building
  • Quality Assurance
  • Expert in Zuora
  • Operational Efficiency
  • Process Improvement
  • Month End Close
  • Revenue Recognition
  • Process Management
  • Team Building Leadership
  • Troubleshooting complex use cases

References

References available upon request

Timeline

Enterprise Services Manager

Zuora
01.2023 - 02.2024

Customer Success Manager

Zuora
02.2018 - 01.2023

Subject Matter Expert - Finance and Revenue

Zuora
10.2017 - 02.2018

Global Support Advocate- Finance and Revenue

Zuora, Inc.
12.2015 - 10.2017

Associate Accountant

Genentech, Inc.
10.2008 - 12.2015

Bachelor of Science in Accounting -

University of Phoenix

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Monique Romero