Daniela Alanis

Daniela Alanis Saldivar

Admin Assistant

Daniela Alanis Saldivar is an Admin Assistant at CFO Share, where she keeps the operations behind the team’s client work running smoothly. Teammates and clients come to her for Bill.com accounts payable and receivable, 1Password access management, and client onboarding. She also handles US payroll, HR setup, team travel, and project tracking in Monday.com and Harvest.

Before joining CFO Share in 2023, Daniela worked as a global logistics specialist at Interra International, handling 50 to 100 loads a month from the US and Canada to China and the Philippines. Earlier, she held administrative and sales roles at a fitness center and a food company. She holds a B.A. in Fine Arts with a minor in Cultural Management from Universidad de Monterrey.

At CFO Share, Daniela cut the invoicing process from five days to two while keeping billing accurate, implemented HR for 12 international employees, and manages system access for 25 employees. She is bilingual in Spanish and English, with strong English writing and communication skills, and is based in Monterrey, Mexico.

Education

B.A. in Fine Arts, Minor in Cultural Management, Universidad de Monterrey, 2019

Exchange semester, Universidad Francisco de Vitoria, 2018

International Baccalaureate Diploma, 2014

Areas of Expertise

Accounts payable and receivable in Bill.com

Access management in 1Password

Client onboarding and offboarding

US payroll, bonuses, and commissions

HR setup for international employees

Team travel logistics

Project tracking, dashboards, and time-tracking audits

Systems

Bill.com

Harvest

NAV

Excel

Seamlessly integrated finance to unlock growth.

Want to learn more? Schedule a call to meet with our team.