Morgan Allen

As a Marketing Operations Project Manager at a life sciences startup, I oversee the planning, execution, and optimization of marketing projects. By leveraging Agile and Scrum methodologies, I ensure that campaigns are delivered on time, within scope, and aligned with organizational goals.ls

Key elements of my position:

• Project Coordination: Manage timelines, resources, and deliverables using tools like Asana to facilitate collaboration, and ensure progress.
• Creative Oversight: Work with design and content teams to develop high-quality marketing assets using tools such as Figma and Canva.
• Data Management: Organize and track project documentation and communication through the Google Business Suite.
• Stakeholder Collaboration: Act as a bridge between cross-functional teams, ensuring alignment and clear communication across departments.
• Process Optimization: Continuously refine workflows to enhance efficiency and adaptability within the Agile framework.
• Performance Monitoring: Track metrics and feedback to assess the success of campaigns, and improve future initiatives.

• Roles within consultancy: Staff Accountant, Revenue, Payables and Receivables, Asset Mgmt, Tax, Audit and Analytics
• Evaluate existing accounting processes, data origins, process/data overseers, and potential strategies to enhance efficiency by leveraging existing SaaS tools or system customization for achieving improved operating goals
• Implement automation and tailored report generation through diverse SaaS applications, aiming to eliminate manual tasks
• Analyze accounts/ledgers on balance sheets and income statements to verify transaction sequences
• Apply GAAP principles, FCCS (Financial Consolidation and Close), and OTBI (Oracle Transactional Business Intelligence) to detail and improve datasets
• Provide comprehensive accounting assistance encompassing Accounts Payable, Accounts Receivable, Payroll, monthly tax reporting, and internal financial audits as needed
• Produce periodic progress reports to management and executive team

• As a Marketing Manager at GMR, I was responsible for launching a new FDA-approved product for one international client in the Virginia market
• In this role, I strategized and executed on-site operational aspects for twenty-six strategically selected sites across the Hampton, Newport News, Norfolk, Virginia Beach, and Chesapeake areas of southern Virginia
• Additionally, I supervised the collection and reporting of consumer data acquired during a 60-day product trial conducted by our field marketing associates for the consumers
• Primary responsibilities:
• Strategize and convey weekly goals to the field marketing team regarding schedules for launch locations, allocation of marketing materials and assets, sales revenue targets for field associates, and service expectations for consumers
• Produce weekly and monthly financial reporting on sales and service per an established quarterly budget cycle within tiered campaign objectives as set by the client
• Gather, assess, and summarize pertinent consumer data points for campaign strategy adjustments, and present them to the regional manager
• Inventory all assets weekly and document any discrepancies to the client contact for further review
• Plan and lead weekly team meetings with regional management and the client to discuss objectives and changes to operational status, field marketing budget and consumer feedback
• Provide comprehensive field project management to reinforce marketing goals for both the brand and the product

• As the Community Association Manager for nineteen (19) developments, I covered all daily financial management needs including contract review, accounts payable and receivable in addition to project management for many still recovering from Hurricane Florence in 2018
• My position became centered around communication with private adjusters, insurance companies and claim disbursements
• Setting up the needs for each new development to be transitioned, contract review and cost analysis from developer to an owner Board of Directors when required
• Reviewing community by-laws and making recommendations for implementation procedures such as but not limited to: Managing common area rules, use of funds for new construction or maintenance projects
• Deed restriction enforcement
• Collection of assessments
• Amenity operations (pool, tennis, access, hours, guests)
• Ensuring contracts for services are appropriate, competitive and perform according to specifications
• Completing special projects on time and within budget
• Ensuring services get performed within budget
• Educating the Board ahead of time of forecasted budget overruns and given options on other ways to deal with expense variances
• Implementing effective preventative maintenance schedule
• Documenting and revising schedules when appropriate
• Reading and reporting on the financial statement
• Monitoring the budget and forecasting the income and expenses monthly looking forward
• Attending BOD meetings as described by each community's documents and the management agreement in place

• Much of my portfolio is working directly with developers and transitioning each community to an owner elected board of directors
• My daily and monthly duties include:
• Setting up the needs for each new development to be transitioned, contract review and cost analysis
• Reviewing community by-laws and making recommendations for implementation procedures such as but not limited to: Managing common area rules
• Deed restriction enforcement
• Collection of assessments
• Amenity operations (pool, tennis, access, hours, guests)
• Ensuring contracts for services are appropriate, competitive and perform according to specifications
• Completing special projects on time and within budget
• Ensuring services get performed within budget
• Educating the Board ahead of time of forecasted budget overruns and given options on other ways to deal with expense variances
• Implementing effective preventative maintenance schedule
• Documenting and revising schedules when appropriate
• Reading and reporting on the financial statement
• Monitoring the budget and forecasting the income and expenses monthly looking forward
• Attending BOD meetings as described by each community's documents and the management agreement in place

• As the Community Director, I oversee the daily operations of a multi family property
• (172 units)
• Achieve the highest possible net operating income through effective cost control
• Maintain high occupancy levels - I had the highest renewal and occupancy of my region the first 6 months with Tribute
• Develop marketing plans while remaining informed of market conditions and understanding competitive pricing
• Prepare and render all requested operational and financial data to your Regional Manager in a timely manner
• Maintain a high quality on-site team through effective management training, setting and communicating clear standards, and leading the team in fulfilling their highest potential
• Implement or direct the implementation of all policies and procedures in the company policy and procedures manuals
• Lead daily/weekly inspirational and directional team meetings
• Ensure that all physical aspects of the property are fully operational and safe
• Schedule vendors to ensure that all vacant units are kept ready for occupancy
• Visually inspect grounds, buildings, and apartment units on a regular basis
• Complete and analyze market surveys to create a locally competitive leasing schedule
• Maintain a monthly operation budget - review numbers with onsite maintenance team to modify materials min and max levels per current and future projects
• Maintain an annual operational budget to plan for major renovations and upgrades to units and the grounds - review numbers with onsite team to plan for all corporate approved projects
• Manage a staff of two floating leasing consultants and two maintenance technicians - scheduling, training and SOP revisions overview

• Responsibilities
• Oversee daily operations for a full service Diamond-rated resort
• Worked with Sales, Marketing and Food & Beverage departments to maximize operational communication and revenue through a guest-centric approach
• Trains, cross trains, and retrains all front office personnel according to resorts needs
• Hires all Front Desk and Bell Staff personnel
• Schedules staff for two Guest Services departments
• Supervises workload during shifts
• Evaluates the job performance of each front office employee
• Maintains working relationships and communicates with all departments
• Maintains master key control
• Verifies that accurate room status information is maintained and properly communicated
• Resolves guest problems quickly, efficiently, and courteously
• Updates group information
• Maintains, monitors, and prepares group requirements
• Relays information to appropriate personnel
• Reviews and completes credit limit report
• Works within the allocated budget for the front office
• Receives information from the previous shift supervisor or manager and passes on pertinent details to all necessary staff members
• Checks front desk agents in and out and verifies banks and deposits at the end of each shift
• Enforces all cash-handling, check-cashing, and credit policies
• Conducts regularly scheduled meetings of front office and bell staff personnel
• Requires all front office and bell employees to wear proper uniforms at all times
• Prepare performance reports related to front office and discusses improvements among Guest Services management and General Manager
• Maximize room revenue and occupancy by reviewing status daily
• Analyze rate variance, monitor credit report and maintain close observation of daily house count
• Monitor selling status of hotel daily
• Monitor high balance guest and take appropriate action
• Ensure implementation of all hotel policies and house rules
• Operate all aspects of Front Office computer system, including software maintenance, report generation and analysis, and simple configuration changes
• Prepare revenue and occupancy forecasting
• Ensure logging and delivery of all messages, packages, and mail in a timely and professional manner
• Ensure that employees are, at all times, attentive, friendly, helpful and courteous to all guests managers and other employees
• Maintain required pars of all front office and stationary supplies
• Review daily front office work and activity reports generated by Night Audit
• Review Front office log book and Guest feedback forms on a daily basis
• Maintain an organized and comprehensive filing system with documentation of purchases, vouchering, schedules, forecasts, reports and tracking logs

• Act as the point of contact between the agents and internal/external clients
• Undertake the tasks of receiving calls, take messages and routing correspondence
• Handle requests and queries appropriately
• Maintain diary, arrange meetings and appointments and provide reminders
• Make travel arrangements
• Take dictation and minutes and accurately enter data
• Monitor office supplies and research advantageous deals or suppliers
• Produce reports, presentations and briefs
• Develop and carry out an efficient documentation and filing system