Led cross-functional operations across key departments in a fast-paced SaaS environment, supporting over 60 clients and managing a team of 10+ people. Worked closely with technical and non-technical teams to ensure smooth execution of customer-facing projects and internal priorities. Oversaw Customer Support and Client Success operations, ensuring high service levels and fast issue resolution. Directed the Commissions team, delivering financial services for clients using our proprietary software. Coordinated system enhancements and client-requested features with both backend and frontend developers. Acted as a bridge between clients, implementation team, and product development to streamline priorities. Standardized processes, documented SOPs, and built internal systems to improve team efficiency. Led multiple concurrent projects with accountability for deadlines, quality, and team performance. Identified blockers early and worked cross-functionally to resolve them quickly. Supported hiring, onboarding, and coaching of new team members to strengthen team capability. Facilitated strategic meetings with internal stakeholders and external partners. Ensured seamless implementation for new clients and maintained ongoing relationship management.

Demonstrated versatility by taking on diverse responsibilities in finance, administration, human resources, and client success within a startup environment. Implemented robust processes and controls to enhance accuracy and efficiency in financial operations, including cleaning up outdated information and creating process manuals. Spearheaded the transition to a new office space, managing logistics and procurement to ensure a seamless relocation. Established HR policies and procedures, developed a leadership development model, and facilitated client needs assessment and candidate sourcing for various positions. Directed the setup of a new 'Insurance Commissions Processing' line of services, overseeing data analysis, vendor payments, and compliance procedures.

Planned and executed effective auditing processes, ensuring accuracy and regulatory compliance of financial statements. Conducted comprehensive audits of financial and non-financial areas, including risk assessment and internal control evaluation. Led teams of up to 8 professionals, coordinating with support departments to deliver high-quality audit services to commercial, insurance, and banking clients. Investigated and resolved systematic errors and fraud indicators, providing clear explanations and actionable recommendations.