• Lead software development efforts for large-scale, complex web technology and data-processing initiatives • Deliver projects on time, within budget, and aligned with targeted business outcomes • Partner with process owners, functional leaders, and cross-functional teams to analyze data, improve business processes, and drive operational efficiency • Provide subject-matter expertise in supply chain processes and systems • Drive the successful execution of complex business initiatives and programs • Manage cross-enterprise initiatives and ensure alignment with organizational goals • Identify and analyze business needs; recommend operational and process improvements • Enhance reporting tools through standardization, best practices, and technology improvements • Design and implement efficient information-sharing and reporting processes.

• Monthly financial statement production including balance sheet, income statement and cash flow statement • Budgeting and forecasting skills, including rolling 12-month forecast • Analyze financial, sales, revenue and other operational data to identify trends and support forecasting and strategic planning • Build and maintain dashboards and reports for senior leadership and others as required • Track pipeline metrics, performance indicators, and forecasting accuracy in partnership with Sales Leadership • Maintain CRM data integrity and ensure accurate tracking of leads, opportunities, and accounts • Support sales operations activities, including territory management, quota tracking, and process improvements • Collaborate with cross-functional teams to ensure consistent data, reporting, and visibility across the customer journey • Other analytic exercises as required

• Finance Administration (25% Focus): Draft accurate Cost Estimates (CEs), manage client invoices, and oversee finance-related documentation using Xero. • Supplier & Logistics Management: Source specialist suppliers for PR campaigns, negotiate competitive rates, and coordinate the end-to-end requirements for PR gifting and influencer kits. • Operational Workflow: Maintain the agency’s pulse by managing central boards on Monday.com, ensuring all deadlines are visible and met. • Executive Correspondence: Act as a gatekeeper for the agency inbox, managing professional email correspondence, follow-ups, and stakeholder communication with impeccable etiquette. • Creative Support: Contribute to campaign ideation, specifically regarding PR/influencer kit concepts and sourcing unique items that elevate the agency’s brand presence.

• Lead and manage the operational infrastructure supporting acquisitions, asset management, and investor reporting • Standardize workflows, reporting processes, and quality assurance systems across all investment activities • Run recurring operational cadences including scorecards, Level 10 meetings, and reporting cycles • Develop and maintain scalable SOPs, process documentation, and audit-ready systems • Build accountability systems with clear ownership, review, and approval workflows • Oversee acquisitions workflows from screening through closing • Manage investment committee pre-read processes and due diligence coordination • Maintain acquisition pipeline reporting and process discipline • Coordinate closing timelines, lender deliverables, legal workflows, and handoffs into asset management • Ensure all investments follow consistent underwriting and reporting standards • Oversee recurring asset management reporting and operational cadence • Track portfolio performance against underwriting and business plans • Coordinate lender reporting, covenant tracking, refinancing support, and capital events • Partner closely with property management and construction leadership on operational execution • Coordinate quarterly investor reporting processes and operational deliverables • Oversee capital call coordination, distributions, fund administration workflows, and K-1 timelines • Maintain investor data rooms and reporting infrastructure • Support audit preparation and ongoing fund administration processes • Ensure investor and lender reporting is accurate, timely, and institutional-grade • Work closely with executive leadership, operations teams, lenders, attorneys, and third-party partners • Drive accountability across internal and external stakeholders • Coordinate multi-department initiatives tied to renovations, lease-ups, capex execution, and operational business plans • Create a seamless end-to-end investment operations system • Institutionalize investor reporting and lender compliance processes • Improve operational efficiency and reduce executive involvement in recurring workflows • Ensure all recurring deliverables are documented, owned, and consistently executed • Strengthen data consistency and reporting accuracy across internal systems