Kevin Morris Email & Phone Number

-Primary financial leader for Service-Guide executive team through annual budgeting, quarterly forecasting, and long-term planning activities-Communicate financial and operational performance of partner businesses to board and executive team -Build and maintain complex short- and long-term workforce planning models -Partner with Accounting team to.

-Manage high-performing team of ten educator-facing Specialists who lead scheduling for 100+ customer projects a year-Lead PD organization efforts to capture, analyze, and report on KPIs related to our financial health and educator satisfaction-Creating new KPIs to better measure both financial health and educator satisfaction-Conceiving, designing, and.

- Managed daily inflow of educational services projects, ensuring the most qualified and cost-effective resource team was assigned in a timely manner, that all required contract documentation was in place and accurately processed, and that all internal and external customer interactions were managed with a high degree of professionalism. - Monitored daily.

Glenview, Illinois

- Led customer implementation projects to ensure pricing, format of delivery, and outcomes met or exceeded customer expectations.- Managed multiple customer projects simultaneously of varying size and type.- Partnered across the organization to remove internal roadblocks and exceed customer expectations. - Executed services scheduling tasks, including.

Boston

- Led large customer research and transcription projects, primarily for higher education and pharmaceutical companies.- Managed assignment of incoming projects to employees to ensure customer deadlines were met.- Managed day-to-day business operations, including invoicing, bookkeeping, and payroll.- Worked directly with customers on projects from pipeline.