Director, Client Finance

• May 2023 - Present

• Oversee SOW creation for media planning & strategy campaigns, media buys. • Perform staffing analysis and recommendations. • Perform and oversee revenue projections requests from accounting. • Perform project estimate vs. actual review. • Manage creation of client contract summaries. • Oversee and manage budget trackers & accruals. • Lead agency fee proposal planning for the new year. • Run financial kick-offs for the internal teams. • Approve month-end billings. • Oversee time sheet review. • Oversee and audit competitive conflicts and client required training. Show less

Client Finance Consultant (Freelance)

• Mar 2020 - Apr 2023

• Performed agency overhead cost analysis and provided recommendations for overhead factors (perm employees + freelance) • Performed rate card margin analysis and recommended new rates • Performed employee utilization and billability analysis • Performed agency overhead cost analysis and provided recommendations for overhead factors (perm employees + freelance) • Performed rate card margin analysis and recommended new rates • Performed employee utilization and billability analysis

Director of Client Finance & Revenue

• Mar 2019 - Feb 2023

I was key member of an agency team, consisting of executive partners and senior directors, tasked with managing and driving profitability while reducing liability. I was responsible for the development of MSAs, SOWs, and project/retainer budgets. I also served as a financial liaison for internal teams and helped them manage client finances with a focus on financial project management and client revenue. I managed a team of 4 people.

Client Finance Lead

• Jan 2018 - Mar 2019

Client Finance Supervisor

• Mar 2015 - Jan 2018

Client Business Manager

• Jul 2013 - Mar 2015

Client Accountant

• Jul 2010 - Jul 2013

Manager

• Dec 1999 - Sep 2011

• 10+ years of customer service experience. • Developed and administered employee rewards program that involved collaborating with local businesses in exchanging services for our employees. • Assisted in the recruitment and termination of employees. • Assisted in employee relations, scheduling, inventory and payroll duties. • Performed general office duties & used Microsoft Office products extensively for business purposes • 10+ years of customer service experience. • Developed and administered employee rewards program that involved collaborating with local businesses in exchanging services for our employees. • Assisted in the recruitment and termination of employees. • Assisted in employee relations, scheduling, inventory and payroll duties. • Performed general office duties & used Microsoft Office products extensively for business purposes

Human Resources Representative

• Dec 2006 - Jul 2010

• Processed time records for hourly employees following payroll policies, compiled changes for hourly and salary employees and submitted to payroll department each pay period. • Processed manual payroll checks and termination paperwork. • Input and maintained employee data into JD Edwards HRIS system. • Data entry of PTO and unpaid time into AS400/Kronos system. • Assisted HR Manager in auditing and maintaining company compliance in various areas of California labor laws. • Responsible for processing wage garnishments and records subpoenas. • Maintained company labor postings. • Assisted in recruiting for the wine shop, deli, cellar, and winemaking departments. • Performed audits and verifications for the EDD. • Used Microsoft Word and Excel extensively for day-to-day duties. Show less