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.

Experience

Product Manager · Proper Technologies (Proper.ai)

Apr 2024 – present · Remote

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

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.

Senior Accountant · Proper Technologies

Apr 2023 – Apr 2024 · Remote

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

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.

General Accountant · Proper Technologies

Dec 2021 – Apr 2023 · Remote

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

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.

Accounts Payable Accountant · Proper Technologies

Mar 2021 – Dec 2021 · Remote

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

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.

Treasury and Billing Clerk · Costamed Medical Group

Dec 2018 – Mar 2021 · Cozumel, Mexico

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

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.

Income Auditor · Barceló Hotel Group

Jul 2014 – Nov 2019 · Cozumel, Mexico

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

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.

Selected work

Internal administrative tools · 2024

Shipped admin tooling that saved ~30 hours/month by unifying Dropbox, SharePoint, and Google Drive workflows.

Accounts payable workflow automation · 2024

Automated ~70k invoices/month across the intake-to-payment cycle, cutting handling time ~50%.

Agentic accounting solutions · 2025

Explored where AI workflows can act on finance and accounting tasks under human review.

Invoice data extraction with OCR + LLMs · 2024

Cut invoice processing time by ~2 minutes per invoice across ~70k invoices/month using OCR and LLM-driven extraction, normalization, and homogenization.

Skills

Languages

Spanish – Native · English – Professional working proficiency