Nicholas C. Email & Phone Number

California, United States

San Francisco, California, Us

South San Francisco, Ca, Us

• Manage a portfolio of 350+ owners & 2,000 residents to optimize business operations by increasing marketing channels (Google SEO, LeadSimple, social media presence), providing market analyses, and maximizing revenue through the minimization of expenditures and external vendor optimization.• Led and executed company implementation of AppFolio, a cloud-based software program, which increased staff productivity and allowed for the company to manage 20 additional stakeholders, increasing revenue by $10,000/month.• Collaborate with cross-functional teams to establish compliant standard operating procedures (onboarding new business, accounting, application process, maintenance department) and taught 7 team members new SaaS workflows.• Drive client engagement of software platforms by converting over 85% of clients payments and service requests to online, reducing data entry of over $600,000+ in monthly revenue and allowing for staff response within 24 hours or less.

Oo

• Owned $25M book of business for key clients: Diageo, NFL, The Truth Initiative, Activision/Blizzard, Tinder, SmartWater, Starbucks, GrubHub, Supercuts.• Managed multiple marketing campaigns simultaneously with budgets ranging $100,000 - $650,000+ for smaller projects, and $1M - $4M+ for larger projects, assuring positive project cash flow and in budget. • Built both internal and external project/financial dashboards to streamline status updates on budgets, billable hours, and project deadlines in a fast-paced environment.• Implemented WIP reports to proactively resolve issues with C-Suite executives, account directors, business development, finance, production and creative teams, which strengthened resource utilization and P&L margins over time toward more accurate and profitable projects.• Managed $3M, monthly, revenue accounting close-related functions and performed key month-end revenue and expense accruals.• Cross-functionally collaborated to ensure hitting project deadlines, approval statuses, expenses, and production budgets (underages/overages).• Maintained the integrity of the client relationship through transparency and proactivity by reconciling project actuals in compliance with scope(s) of work.• Supported the cataloging of job estimates, budgets, SOW’s, and client staffing services, working closely with account executives and legal team to finalize negotiations regarding fees and retainers. • Ensured accurate onboarding of new clients for LA and NY offices across multiple account and project management platforms (Oracle, Nexelus, Salesforce).• Chartered all project-based billing schedules, creating invoices, ensuring agency compliance of client billing policies.

Oo

• Supported the Los Angeles Leadership and Finance team in the overall growth of the business by networking, researching industry trends, and potential clients. • Provide real-time, bespoke client support to C-level business executives by owning day-to-day communications of incoming/ad-hoc account escalations.• Maintained fee and project-based billing schedules, creating invoices, and ensuring agency compliance of client billing policies. • Prepared a series of reports used in key decision making by senior executives. Reduced output required to prepare these reports by 25%.• Liaison between account managers and business development.• Participated in the RFP process with relevant stakeholders.• Coordinated finance, operations and business development meetings for CFO and Controller, as well as day-to-day meetings for 5 finance team members.