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Laura A

@lauraa

Project & Operations Lead at Cashboard AI who cut client onboarding delivery time by 27% and built a repeatable delivery playbook.

United States

Message

At Cashboard AI, I owned end-to-end delivery for finance-team client onboarding across eight concurrent engagements. I reduced average delivery time by 27% and built a repeatable delivery playbook, SOPs, and integration checklists.

I also built SQL-based dashboards that gave stakeholders a single source of truth on project status and reduced manual reporting by 50%. I worked with internal and client stakeholders to report progress and surface risks before they affected go-live.

At Invisible Technologies, I evaluated AI outputs in English and French and developed evaluation criteria, QA frameworks, and failure documentation. I also coordinated onboarding, training, and operational support across time zones.

Earlier, at Everlance, I supported workflows for iOS and Android users, investigated technical and product issues, and developed training programs. At Vanguard, I reviewed grant requests for compliance, built SQL queries for financial reporting, and redesigned check centralization workflows.

Experience

Work history, roles, and key accomplishments

Project & Operations Lead

Cashboard AI

May 2025 - May 2026 (1 year)

Owned end-to-end project delivery for finance-team client onboarding, managing 8 concurrent engagements and reducing average delivery time by 27%. Designed delivery playbooks, SOPs, and integration checklists, and built SQL-based dashboards to reduce manual reporting by 50%.

Project Planning Timeline and Milestone Management Risk Escalation Resourcing Stakeholder Reporting Cross functional Coordination SOP and Playbook Design SQL Notion ClickUp Metabase Power BI HubSpot Salesforce Zendesk Slack Google Workspace Microsoft Office

AI Operations & Program Specialist

Invisible Technologies

Oct 2023 - May 2025 (1 year 7 months)

Evaluated AI model outputs across accuracy, quality, safety, instruction-following, and linguistic performance in English and French. Developed QA frameworks and served as a technical point of contact for a 1,000+ person distributed organization.

AI Evaluation Quality Assurance Failure Analysis Error Classification French English Training Cross functional Coordination Distributed Teams

Operations Analyst

Everlance

Oct 2021 - Oct 2023 (2 years)

Managed day-to-day operational workflows supporting 3,000+ iOS and Android users, maintaining a 95% resolution rate and 86% customer satisfaction rate. Investigated complex technical issues and developed training programs for 2,000+ employees.

Customer Operations Technical Problem Solving Training Process Improvement Escalation Management iOS Android Zendesk Slack Google Workspace

Financial Operations & Compliance Analyst

Vanguard

Aug 2020 - Jul 2021 (11 months)

Led research and review of 30+ weekly grant requests, maintaining 100% compliance with internal policies, IRS, and OFAC requirements. Built SQL queries supporting financial reporting and redesigned check centralization workflows, cutting weekly aged checks by 13%.

Finance Operations Compliance SQL Financial Reporting Process Improvement IRS OFAC