Portfolio-level Financial Management & Forecasting Enhancements
Challenge
Our team was managing a high volume of fast-moving deliverables: banners, RTEs, social ads, websites, but lacked a consistent, reliable system for tracking financial health across the account. We had no standardized method for adjusting estimates when scope changed, and our forecast accuracy suffered because we weren’t regularly comparing forecasted spend against actuals. This led to budget overages, under-utilized resources, and limited visibility into true project burn.
Solution
To bring clarity and control to the portfolio, I developed a streamlined financial toolkit and process that created structure, predictability, and transparency:
Excel-based “Cost to Complete” (CTC) Calculator
Built a complexity-based estimate bank (high, standard, low) tailored to each type of deliverable.
Created an automated uplift calculator that adjusts original estimates when scope expands, ensuring added work is properly funded and accounted for.
Standardized how our team re-scopes, eliminating guesswork and improving consistency.
Biweekly Forecast vs. Actuals Review
Implemented a cadence with the Account Lead to review actual burn against forecast for every active project.
Quickly identified when projects were trending too hot or too cold, allowing us to correct staffing, timelines, and/or scope before issues escalated.
Improved accuracy of long-term forecasting and strengthened financial alignment across teams.
Impact
Significantly increased forecasting accuracy and reduced financial surprises across the account
Ensured all scope changes were financially justified, reducing client confusion and increasing accountability.
Improved resource planning by identifying over- or under-spend early.
Created a repeatable, scalable process now used across all active projects and beginning to be implemented agency wide
Reduced forecasting variance to a 5–12% margin of error
Multi-indication patient website migrations in AEM
Challenge
The client maintained multiple outdated websites across brands and audiences, leading to inconsistent UX, regulatory inefficiencies, and high maintenance costs. The business needed a consolidated, compliant, user-friendly digital experience.
Solution
Led the $1M migration of 6 legacy websites into a centralized Adobe Experience Manager (AEM) platform
Coordinated cross-functional teams (Account, UX, Tech, Design, Strategy, MLR) to align on architecture, content structure, and compliance
Created an AEM-specific project timeline and budget roadmap, maintaining full visibility into scope and stakeholder feedback
Impact
Delivered the portfolio website migration with 6 separate website properties ahead of schedule, saving ~$250K
Improved UX, accessibility, and content governance across all patient-facing sites
Strengthened client trust through transparent process leadership and efficient MLR coordination
$1M migration across 6 website properties, came in $250K under budget
Branded patient website requiring FDA Subpart H regulatory pathway
Challenge
The client needed to launch a patient-facing website in a highly regulated therapeutic category. The work required full alignment with Subpart H regulatory guidelines, which dictated rigorous approval processes and stakeholder reviews.
Solution
Served as regulatory lead across the PM function, managing the Subpart H timeline and coordination with internal MLR and client regulatory teams
Created a training materials to upskill internal PMs and creative teams on Subpart H nuances, increasing internal understanding and efficiency
During launch facilitated Subpart H reviews and launch specific MLR reviews for 15+ launch assets – with no delays and launching patient website ahead of schedule
Impact
Successfully launched a fully compliant patient website within Subpart H guardrails
Improved internal capability around FDA regulatory workflows across the agency
Created a scalable process template for future Subpart H launches
Created scalable process templates for future launches
Standardizing Annotations to Eliminate Submission Backlogs
Challenge
Project submissions required Account to manually provide annotations for every asset, creating a heavy workload and frequent bottlenecks. This slowed down submissions and made it difficult for our submission specialist to work efficiently.
Solution
Partnered with Account and submission specialist to identify and standardize a set of global annotations across all project types (websites, social ads, social posts, banners, and emails)
Piloted the process with our team and refined the annotation format for ease of use
Rolled out the new process agency-wide to ensure consistency and efficiency
Impact
Reduced repetitive manual work for Account and eliminated submission backlogs
Streamlined the handoff process to the submission specialist for greater efficiency
Drove rapid adoption across teams, establishing a scalable, agency-wide standard for project submissions
Cut submission timing for projects from days to hours
Junior PM mentorship and utilization improvement
Challenge
A junior project manager on the team was underutilized, lacked confidence, and struggled to take ownership of deliverables. Leadership needed a path to increase their engagement and contribution while preparing them for promotion.
Solution
Provided structured mentorship through weekly coaching, goal-setting, and guided delegation
Aligned project tasks with the PM’s strengths while gradually expanding their ownership and autonomy
Offered feedback in real-time and coached them on stakeholder management and communication
Impact
Increased billable utilization by 40% within four months
Strengthened their confidence, delivery quality, and visibility across teams
Set the foundation for their eventual promotion, creating a replicable coaching model for other PM leads