• Support monthly close under GAAP, ensuring accuracy of marketplace and e-commerce transaction reporting • Partner with external accountants on reconciliations, audit support, and tax compliance • Assist with revenue recognition, including timing of acceptance-based revenue and breakage accounting • Work closely with engineering and data teams to improve data pipelines feeding financial systems • Build, automate, and maintain reporting dashboards in Tableau, ensuring leadership has accurate real-time metrics • Manage expense accruals, vendor payables, and customer deposit reconciliations • Contribute to financial models for forecasting, budgeting, and cash flow tracking • Identify and recommend process improvements to scale accounting and reporting operations • Prepare reporting packages for leadership and external stakeholders

• Act as the primary consultant to Sales, Marketing, Finance, and CS to diagnose operational bottlenecks and translate executive strategy into scalable technical requirements. • Manage the end-to-end health of the Salesforce instance, including data model enhancements, environment management, and "Flow-first" automation to support a rapidly growing organization. • Serve as the internal lead for Salesforce CPQ; own the functional logic for pricing and packaging to ensure deal accuracy, while managing the data structures necessary for company metrics. • Act as the primary administrator for the entire GTM ecosystem—including Salesforce, Gong, and other platforms—ensuring seamless tool integration and unified data flows for a 360-degree view of the customer. • Own the GTM systems roadmap; evaluate departmental needs through the lens of data visibility and user experience, recommend prioritization based on ROI, and lead full-lifecycle projects from scoping to deployment. • Bridge the gap between non-technical stakeholders and system builds by creating functional specifications and process flowcharts that prioritize both user experience and downstream reporting accuracy. • Lead the rollout of new features, overseeing technical documentation and training, while tracking system adoption metrics to ensure the tools are delivering the intended business value. • Architect scalable data structures and object relationships to maintain a strict "source of truth"; manage system permissions and data quality standards to ensure the integrity of all GTM analytics and forecasting.

• Driving operational excellence in the planning and execution of critical tasks • Leading the coordination and execution of projects • Monitoring performance, timelines, budget and resource management • Overseeing operational planning processes and leading business analytics • Coordinating congress and event planning

• Own and manage a portfolio of consulting clients, ensuring delivery aligns with contracted cadence, scope, and outcomes. • Lead complex virtual and on-site consulting engagements with dealership executive leadership and department managers. • Diagnose operational, financial, and system utilization gaps across Sales, F&I, Accounting, Parts, Service, and Warranty. • Develop and execute tailored improvement roadmaps aligned to dealership objectives and CDK best practices. • Monitor, analyze, and publish KPIs demonstrating business impact and progress. • Act as a client advocate within CDK, coordinating with Product, Support, Sales, and Consulting leadership as needed. • Train, coach, and mentor Business Process Consultants.