Marcos Montiel Cruz

Summary

Product Manager who ships from inside the work. Built internal tools and AI-enabled workflows for accounting and finance teams, partnering with engineering, ops, and clients across the full lifecycle: discovery, requirements, testing, rollout, iteration.

Principles

• Numbers are the user story.
• Ship the smallest thing that teaches you something.
• If a process can't be measured, it can't be improved.
• Documentation is part of the deliverable.

Experience

1. Apr 2024 → present

   Remote
   

   Product Manager

   @ Proper Technologies (Proper.ai)

   Ship internal accounting tools, AP automation, and AI-enabled workflows for finance teams, partnering with engineering across discovery, build, and rollout.

   productinternal-toolsaiautomation

   Scope: AP workflows, internal admin tooling, process automation, and AI-enabled ops across Proper’s finance org, discovery through iteration.

   • Paired with engineering to translate accounting and operational pain into shipped product: AP automation, an internal admin console, and an agentic accounting pilot.
   • Designed the AP intake and workflow that cut invoice handling time by ~50% across ~70k invoices/month.
   • Shipped an OCR + LLM extraction and normalization pipeline tuned per client portfolio, saving ~2 minutes per invoice on top of the workflow gains.
   • Shipped admin tooling that consolidated ~30 hours/month of cross-cloud work between Dropbox, SharePoint, and Google Drive into one interface.
   • Embedded Claude Code, Gemini, and Codex into analysis and drafting pipelines to accelerate discovery and solution design.
   • Unblocked engineering with sharp PRDs, review checkpoints, and TypeScript-level context so feedback loops stayed tight.
2. Apr 2023 → Apr 2024

   Remote
   

   Senior Accountant

   @ Proper Technologies

   Led a 12-person team; cut the monthly financial packet from 5 hours to 30 minutes with Google Workspace and Apps Script automation.

   accountingleadershipautomationreal-estate

   Rebuilt the team’s close around shared Google Workspace tooling; mentored 12 accountants through the transition.

   • Shipped Apps Script automation that cut monthly financial-packet prep from 5 hours to 30 minutes across ~150 packets.
   • Standardized reporting workflows for real-estate and corporate clients on a single Google Workspace stack.
   • Paired with the team to embed review checkpoints into the normal close, so audit prep became a by-product.
   • Streamlined high-volume AP and AR through process redesign: fewer manual touches per cycle, faster review.
   • Owned client and partner relationships across onboarding, recurring deliverables, and ad-hoc operational support.
3. Dec 2021 → Apr 2023

   Remote
   

   General Accountant

   @ Proper Technologies

   Ran AP/AR, accruals, and bookkeeping for real-estate clients under US GAAP; backed teams processing 2–3k invoices/month.

   accountingreal-estateus-gaap

   Owned end-to-end AP/AR and the quality bar for the teams doing the work.

   • Coached AP/AR teams through 2–3k invoices/month per portfolio, keeping processing accuracy and turnaround inside SLA.
   • Ran monthly accruals and bookkeeping under US GAAP for a real-estate client book.
   • Delivered client-facing financial reports with consistent structure, so review cycles stayed short.
   • Translated recurring client feedback into process tweaks the team could ship without waiting on a formal change request.
4. Mar 2021 → Dec 2021

   Remote
   

   Accounts Payable Accountant

   @ Proper Technologies

   Ran AP for ~70 real-estate entities; processed ~1k invoices/month including accruals, billbacks, and intercompany entries.

   accountingaptreasury

   Owned AP across a multi-entity real-estate book; the kind of volume where one missing accrual ripples into close.

   • Processed ~1k invoices/month across a 50–70 entity real-estate portfolio, including accruals, billbacks, and intercompany entries.
   • Reconciled vendor ledgers and kept W-9 and 1099 records ready for filing.
   • Ran the recurring payment cycle and watched daily cash balances across the portfolio.
   • Posted ACH and check receipts into the GL the same day so reconciliation stayed clean.
5. Dec 2018 → Mar 2021

   Cozumel, Mexico
   

   Treasury and Billing Clerk

   @ Costamed Medical Group

   Owned hospital invoicing, bank deposits, and insurance payment clearing; kept cash records and bank reconciled.

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   Owned the integrity of cash on hand versus what the bank said we had, and cleared insurance payments end-to-end.

   • Issued hospital invoices and billing documents across the Costamed operations.
   • Reconciled daily bank deposits against the cash records so the desk never carried stale balances.
   • Cleared insurance payments from billing through to posting, partnering with the billing team on exception handling.
6. Jul 2014 → Nov 2019

   Cozumel, Mexico
   

   Income Auditor

   @ Barceló Hotel Group

   Reconciled bank statements and audited cashier operations across the property; cleared external audits without findings.

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   Owned the integrity of every cash handoff on the property, and the relationship with the external auditors reviewing it.

   • Reconciled daily bank statements against the property’s cash records.
   • Audited cashier handoffs and cash handling processes; resolved discrepancies before close.
   • Partnered with the external audit team to fulfill every information request with clean evidence.

Skills