Strategic & Tactical Operations Design | Building consensus around and creating exceptional business operations.
- Built a $2M+ annual revenue organization from the ground up, implementing full financial infrastructure including general ledger, cash controls, P&L variance reporting, and annual budgeting/forecasting processes.
- Established and managed all HR systems for a 50+ employee organization: payroll administration, benefits, job design, succession planning, and workforce forecasting; achieved consistent staff retention in a high-turnover industry.
- Directed all compliance and regulatory licensing (business, tax, liquor, health, labor) ensuring full adherence to municipal and state requirements.
- Negotiated and managed key vendor agreements across POS, HR/payroll platforms, supply chain, marketing, and real estate, optimizing costs while sustaining quality.
- Designed and produced end-to-end brand and event marketing strategy; won $1M restaurant giveaway competition beating a field of 85+ competitors!
- Led cross-functional team through the planning and execution of 12 multi-day, international conferences for more than 10K B2C + B2B open-source software consumers including content identification, speaker management, venue selections, contract negotiations, sponsor fulfillment, registration system management, and A/V and F&B oversight.
- Oversaw organization-wide customer needs assessment resulting in the creation of a streamlined portfolio of events, products, and services aligned to identified priorities.
- Revolutionized creation process for multiple global event websites in English & Mandarin. Masterfully crafted captivating Wordpress-based sites using a semi-custom templated approach for more than a dozen meetings annually.
Operational Analyses | Evaluating processes and procedures with the intention to ensure alignment.
- Developed and implemented organization-wide operational processes to enhance organizational efficiency and fortify culture, launching first-ever policy and procedure manuals; event lifecycle SOPs; and emergency communications and annual work plans.
- Conceptualized and launched annual event performance tracking system including attendance, sponsorship, and P&L dashboards resulting in 25% single-year growth in average per program attendance and 10% average annual revenue growth over three years.
Fiscal Acuity | Balancing financial performance and program impact to create and execute sound budgets and deliver profitability.
- Led Winnie & Ethel's to +$1M net profitable 1st year with no prior restaurant operations experience; and 100% growth in year 2.
- Successfully negotiated +$150k in credits and/or complementary services with multiple hospitality and service providers for failure to uphold contracted obligations; (Re)negotiated multiple 2020-2022 COVID-19-related venue contract cancellations successfully avoiding +$500K in penalties.
- Built and rolled out the dashboard to monitor financial performance and constituent impact of strategic programs, resulting in 25% single-year average per program participation growth and 10% average, annual year-over-year revenue growth for three years.
- Overhauled organizational financial management practices including the creation of a chart of accounts; standard month, quarter, and year-end close protocols; expense reporting/reimbursement procedures; standardized event P&L tracking; and analysis and selection of requisite IaaS and SaaS tools.
Innovative Sales Strategy | Designing and delivering the high-value opportunities sponsors want.
- Designed and produced a comprehensive experience-centered B2B hybrid event sponsorship prospectus; Led sales & fulfillment team to achieve 107% sales-to-plan
- Expanded mission-aligned, revenue-generating, year-round sponsorship products by pinpointing shared interest groups and using data to create exciting experiential events with a focus on underrepresented communities and diversity.
- Overhauled signature event sales strategy, introducing annualized sales approach; achieved 20.9% single-year sales revenue growth.
- Streamlined annual event sponsorship solicitation and fulfillment processes resulting in a $50K single-year increase in revenue.
Fun | Having a ball at work; modeling collegiality, enthusiasm, and positivity; eliciting the same in others.
- Designed a live-action, citywide Choose-Your-Own-Adventure experience to celebrate the group's landmark achievements.
- Encouraged virtual happy hours, layover socials, and more to build rapport and camaraderie amongst geographically distributed teammates and vendors.