Operations & Workflow Coordination
The examples below highlight how I approach operations and workflow coordination across creative production, finance, and consulting environments. My focus is on building systems that keep projects organized, improve visibility across teams, and support reliable execution.
Creative Production Workflow Coordination
Project Environment
Nickelodeon Animation – Multi-series post-production environment
Operational Challenge
Multiple animated series running simultaneously required careful coordination across internal teams, creative leadership, and overseas vendors. Without centralized tracking, timelines and deliverables could quickly become fragmented.
Approach
• Maintained centralized tracking of milestones and deliverables
• Coordinated schedules and communications across internal and external teams
• Developed documentation systems to ensure clear visibility into project status
• Resolved workflow issues to keep production timelines on track
Outcome
Projects remained aligned across multiple teams and time zones, ensuring accurate deliverables and reliable production schedules.
Tools & Systems
Examples of platforms I frequently work with:
• QuickBooks Online
• Salesforce
• Monday.com
• Notion
• SharePoint
• Excel / Google Sheets
These tools support the workflow tracking, documentation systems, and operational visibility needed to keep projects and teams aligned.
Financial Operations & Documentation Systems
Environment
Nickelodeon Animation – Multi-series post-production environment
Operational Challenge
Maintaining accurate client records, compliance documentation, and reporting materials across multiple internal systems while supporting client-facing advisors.
Approach
• Organized client documentation and CRM records
• Prepared financial reports and materials used in client advisory meetings
• Improved internal filing systems for operational efficiency
• Coordinated workflows between operations, accounting, and marketing teams
Outcome
Improved documentation accessibility and reporting accuracy while supporting compliance in a regulated environment.
Operational Systems for Small Businesses
Environment
Full Pivot Consulting – Independent business bookkeeping & operational support
Operational Challenge
Many small businesses struggle with fragmented financial records and disconnected operational systems that make decision-making difficult.
Approach
• Implement foundational bookkeeping systems using QuickBooks Online
• Organize financial records and operational documentation
• Improve workflow visibility around billing, reporting, and financial tracking
• Connect financial information to operational decision-making
Outcome
Clients gain clearer financial visibility and more reliable operational systems to support business growth.