Experience

CrowdPharm

• United States
• Advertising Services
• 1 - 100 Employee

• Managing Director, Corporate Operations

  • Jan 2022 - Present

• Director of Finance and Operations

  • Nov 2019 - Jan 2022

  Responsible for overseeing agency operations and finance including developing the appropriate processes and culture that best utilize agency assets, mobilize the right talent to task, and focus on delivering the highest quality standards in our work. Manage the budgeting, forecasting, billing, and financial functions in the agency.



The Patient Experience Project, an EVERSANA agency

• United States
• Advertising Services
• 1 - 100 Employee

• Director of Operations

  • Jun 2018 - Nov 2019



Brandforming

• United States
• Advertising Services
• 1 - 100 Employee

• Director of Operations & Finance

  • Jun 2016 - Jun 2018

  Senior executive with full management responsibility for all agency financial affairs, daily business operations, account management of agency brands, and project management of marketing initiatives from concept through execution. Responsible for contractual negotiations as well as new business activities to further grow the organization. Report directly to the Founder/CCO. • Design and implement project estimates, client invoices, and time reporting systems that increased cash flow by… Show more Senior executive with full management responsibility for all agency financial affairs, daily business operations, account management of agency brands, and project management of marketing initiatives from concept through execution. Responsible for contractual negotiations as well as new business activities to further grow the organization. Report directly to the Founder/CCO. • Design and implement project estimates, client invoices, and time reporting systems that increased cash flow by 15% • Prepare high-value reports and deliver presentations for internal and external partners, explaining strategy, rationale, and goals behind policy and implementation decisions • Establish and integrate SOPs and processes, ensuring alignment at the strategic and project level • Analyze staffing needs and provide recommendations based on project scopes/timelines; Supervise recruiting process Show less Senior executive with full management responsibility for all agency financial affairs, daily business operations, account management of agency brands, and project management of marketing initiatives from concept through execution. Responsible for contractual negotiations as well as new business activities to further grow the organization. Report directly to the Founder/CCO. • Design and implement project estimates, client invoices, and time reporting systems that increased cash flow by… Show more Senior executive with full management responsibility for all agency financial affairs, daily business operations, account management of agency brands, and project management of marketing initiatives from concept through execution. Responsible for contractual negotiations as well as new business activities to further grow the organization. Report directly to the Founder/CCO. • Design and implement project estimates, client invoices, and time reporting systems that increased cash flow by 15% • Prepare high-value reports and deliver presentations for internal and external partners, explaining strategy, rationale, and goals behind policy and implementation decisions • Establish and integrate SOPs and processes, ensuring alignment at the strategic and project level • Analyze staffing needs and provide recommendations based on project scopes/timelines; Supervise recruiting process Show less



Provaluate

• United States
• Advertising Services

• VP, Operations & Finance

  • Oct 2015 - Jun 2016

  Recruited to establish the start-up advertising agency’s financial, operational, project management, human resource, and administrative systems. Concurrently recruited to enrich and influence the company culture through effective leadership. Reported directly to the CFO. • Facilitated new business development activities to help grow the organization to $6 million within eight months • Recruited and trained a staff of 35 employees and managed three direct reports • Worked with… Show more Recruited to establish the start-up advertising agency’s financial, operational, project management, human resource, and administrative systems. Concurrently recruited to enrich and influence the company culture through effective leadership. Reported directly to the CFO. • Facilitated new business development activities to help grow the organization to $6 million within eight months • Recruited and trained a staff of 35 employees and managed three direct reports • Worked with executive team to prepare annual operational budget, managed effectively within this budget, and reported accurately on progress made and challenges encountered • Prepared, analyzed, and reconciled all financial related reports including, but not limited to revenue and P&L forecast, cash flow, budgets, and variance analysis Show less Recruited to establish the start-up advertising agency’s financial, operational, project management, human resource, and administrative systems. Concurrently recruited to enrich and influence the company culture through effective leadership. Reported directly to the CFO. • Facilitated new business development activities to help grow the organization to $6 million within eight months • Recruited and trained a staff of 35 employees and managed three direct reports • Worked with… Show more Recruited to establish the start-up advertising agency’s financial, operational, project management, human resource, and administrative systems. Concurrently recruited to enrich and influence the company culture through effective leadership. Reported directly to the CFO. • Facilitated new business development activities to help grow the organization to $6 million within eight months • Recruited and trained a staff of 35 employees and managed three direct reports • Worked with executive team to prepare annual operational budget, managed effectively within this budget, and reported accurately on progress made and challenges encountered • Prepared, analyzed, and reconciled all financial related reports including, but not limited to revenue and P&L forecast, cash flow, budgets, and variance analysis Show less



PALIO

• VP, Director of Financial Services

  • Mar 2012 - Oct 2015

  Promoted to position to structuralize high-growth advertising agency, lead the merger of two subsidiaries, streamline operating systems, and improve bottom-line financial performance. Full financial, contractual, operational, and administrative responsibility. Reported to the President. • Supervised a team of five direct reports to ensure accurate and efficient financial reporting was delivered to our internal teams and clients • Presented monthly/quarterly financial outcomes with… Show more Promoted to position to structuralize high-growth advertising agency, lead the merger of two subsidiaries, streamline operating systems, and improve bottom-line financial performance. Full financial, contractual, operational, and administrative responsibility. Reported to the President. • Supervised a team of five direct reports to ensure accurate and efficient financial reporting was delivered to our internal teams and clients • Presented monthly/quarterly financial outcomes with accompanying analysis to an audience of 40-50 board members • Designed a monthly review process to verify compliance with all Sarbanes-Oxley regulations allowing us to recognize revenue properly and protect us from potential legal matters o Reduced the monthly write-offs by 5%-10% • Delivered over 300,000 in costs savings through collection of unbilled time

• Manager of Financial Operations

  • Sep 2005 - Mar 2012

  Promoted to newly created position to strengthen the financial rigor and accountability of our financial demands. Responsible for producing financial best practices leading to increased efficiency and accuracy of reporting. • Provided effective stewardship of operational activities including, but not limited to, developing sound practices, reviewing and maintaining financial records, leading negotiations, instituting a system of checks and balances, implementing and leading a… Show more Promoted to newly created position to strengthen the financial rigor and accountability of our financial demands. Responsible for producing financial best practices leading to increased efficiency and accuracy of reporting. • Provided effective stewardship of operational activities including, but not limited to, developing sound practices, reviewing and maintaining financial records, leading negotiations, instituting a system of checks and balances, implementing and leading a continuous quality improvement process, and developing sound systems that allowed the company to successfully scale activities • Analyzed utilization reports and proposed recommendations to ensure employee productivity was 85% or higher • Streamlined internal tracking to better service our client’s budget and overall demands

• Senior Account Executive

  • Dec 2003 - Sep 2005

  • Led the planning, development, and execution of all pre-launch marketing initiatives for an osteoporosis product • Executed all aspects of post-launch marketing activities for a persistent diarrhea product • Developed branding and positioning initiatives for the pre-launch of an anti-spasticity product • Rebuilt a positive, productive relationship between agency and client by acting as a product manager • Worked on-site for 3 months at the client's facility located in Costa Mesa,… Show more • Led the planning, development, and execution of all pre-launch marketing initiatives for an osteoporosis product • Executed all aspects of post-launch marketing activities for a persistent diarrhea product • Developed branding and positioning initiatives for the pre-launch of an anti-spasticity product • Rebuilt a positive, productive relationship between agency and client by acting as a product manager • Worked on-site for 3 months at the client's facility located in Costa Mesa, CA

• Account Executive

  • Dec 2002 - Dec 2003

  • Executed two product launches into the market (non-Hodgkin's lymphoma and irritable bowel syndrome) • Key liaison for client and bio technology company in a co-promotion product • Managed accounts by appropriately guiding clients and establishing proper expectations of agency deliverables

• Assistant Account Executive

  • Jan 2001 - Dec 2002

  • Implemented direct-to-physician promotional materials and patient educational programs for an off-label product • Educated sales reps on the benefits of a patient safety program and how to support its implementation in the market • Functional member of a new business pitch team – awarded the business

• Account Coordinator

  • Jul 1999 - Jan 2001

  • Managed the redesign and re-launch of a patient safety program to improve the uptake and utility of a black box product in the market  -- Sales increased 56% in the two months following the launch of the program  -- Program was used as a model by the FDA for all patient safety programs

• Communications Coordinator

  • Mar 1999 - Jul 1999

  • Developed and managed corporate communication materials • Created PowerPoint presentations for new business opportunities



TPI Plastics

• Amsterdam, NY

• Marketing Assistant

  • May 1998 - Mar 1999

  • Coordinated the development of marketing/promotional brochures • Responsible for managing customer service questions regarding services and products • Coordinated the development of marketing/promotional brochures • Responsible for managing customer service questions regarding services and products