o Overseeing agency departments and cross-functional teams, including operations, delivery, finance, HR, and recruiting. Fostered unity across the organization, driving buy-in, developing responsive processes, collecting feedback, and iterating effectively.o Designed a resource utilization and pipeline planning process aimed at enhancing resource allocation, optimizing company performance, and ensuring preparedness for efficient delivery of new sales initiativeso Successfully developed, implemented, and continuously managing a company-wide OKR-based strategic planning process, ensuring alignment at all organizational levels.o Collaborate closely with the sales team to craft strategies that substantially boost revenue and profitability.o Expertly manage contracts and navigate legal matters, ensuring unwavering compliance and risk mitigation.

o Achieved and maintained 80% billable utilization by reporting and analyzing data on various labor metrics to make actionable staffing decisions to improve companywide utilization.o Managed allocations of over 200+ resources across 200+ active projects and organized staffing efforts for upcoming pipeline projects.o Developed processes to provide unity and efficiency between sales, delivery, recruiting and finance through the project phases of estimates, contracts, kick-offs, delivery, and closures.o Facilitated the organization and internal communication of all client and project status’s regarding timelines, budgets and client sentiment, and contract status.o Led the implementation and training of Forecast.app tool for time tacking, project centralization, invoicing, resourcing, and advanced analytics reporting. Developed standardized reporting for product owners, client success, finance, and the executive team.

o Developed month-end close processes leading to more efficient, automated, and repeatable closes done in a timely manner (within 7 days) and while following GAAP standards.o Built annual budgets on both revenue and cash basis and maintained monthly forecast changes. o Automated and streamlined transaction booking and bill processing in QuickBooks and Bill.com toincrease accuracy for month end general ledge reconciliations.o Performed all month end bill processing, client invoicing, journal entries and accountreconciliations. Continued to oversee invoicing efforts in operations manager position to ensureaccuracy.o Prepared monthly sales commissions and referral payments and produced financial reports andstatements for CEO and CFO review.

o Responsible for analyzing and improving metrics related to labor, inventory, and overall P&L. o Improved average customer spend and decreased average inventory spends by 3% YOY withrolling out staff trainings and processes driven by KPIs.o Created and maintained reliable forecasting processes and oversaw adherence of them companywide.o Built and delivered weekly and monthly metrics highlighting performance and areas forimprovement across key focus areas. Recommended processes and trainings to improve metrics. o Supported Sales and Client Success’s use of CRM and other tools to ensure data integrity andefficient functionality.o Led documentation efforts companywide of processes, policies, and requirements and collaboratedwith departments to identify areas of process improvement.