Dylan Allen | Data & Finance Manager
Data & finance operations professional with 5+ years in CRM administration, digital marketing, and web systems. Skilled in owning data quality, building automation, and supporting accounting workflows—bridging finance, programs, and marketing with reliable reporting, cleaner processes, and better user experiences.
Experience
5+ Years
Specialties
CRM + Ops Systems
Strength
Process Optimization
Experience
Data & Finance Manager (Data Administrator & Web Designer)
Lighthouse ArtCenter — Tequesta, FL
Nov 2023 – Present
- Manage day-to-day data and finance operations: transaction monitoring, reconciliation support, and clean tracking workflows across QuickBooks, Bill.com, and Divvy.
- Administer class scheduling and enrollment operations; maintain accurate program data and reliable exports for internal use and publishing.
- Build and maintain internal systems using SharePoint, Power Apps, and Power Automate to streamline approvals, reduce manual entry, and improve reporting readiness.
- Maintain and optimize the WordPress site (Beaver Builder/ACF) with HTML/CSS/JS improvements to usability, readability, and content accuracy.
- Produce operational reporting in Excel/SharePoint (pay-period and program-based summaries, structured lists, and data cleanup for consistency).
- Issue donor acknowledgment/tax letters and maintain compliant recordkeeping to support donor relations and audit readiness.
Marketing Officer & CRM Administrator
Medigap Plans of America — Jupiter, FL
Mar 2022 – Nov 2023
- Optimized CRM workflows to improve data consistency, segmentation, and day-to-day usability.
- Automated client communications to improve response speed, follow-up reliability, and engagement.
- Supported data security and privacy standards through careful handling of customer data and process controls.
- Improved communication workflows supporting conversion and retention efforts.
- Delivered high-volume customer support via phone/email, resolving issues efficiently and professionally.
Contract Designer & Web Developer
Self-Employed — Hobe Sound, FL
Mar 2021 – Present
- Built modern small-business websites with a UX-first approach; improved clarity, navigation, and conversion flows.
- Partnered with clients to improve digital communication and data flow (intake → CRM → follow-up).
- Led rebranding projects, creating practical brand guidelines to keep assets consistent across channels.
Promotions Director
Hubbard Radio — West Palm Beach, FL
Nov 2017 – Oct 2020
- Produced and executed digital marketing campaigns (email, events, promotions) aligned to sponsor objectives.
- Designed brand-consistent assets for newsletters, contests, events, and merchandise.
- Produced and edited promotional video content for multi-channel distribution.
- Maintained WordPress site content and functionality; resolved issues to keep UX smooth.
- Wrote and managed promotional copy across platforms while coordinating with a cross-functional team.
Core Skills
Software
QuickBooks • Bill.com • DivvyFinance Ops
Zoho CRM • Zoho One • SalesforceCRM
Microsoft Office • ExcelReporting
SharePoint • Power Apps • Power AutomateAutomation
WordPress • Wix • MailChimpWeb/ESP
Adobe Creative Suite • InDesignDesign
Google SuiteCollab
Blender • Windows & macOSTools
Education
B.A. Communications — University of West Florida (2017), Pensacola, FLDegree
Optional: add contact line + links (email/phone/portfolio/LinkedIn) at top.