SavATree

Director

• Develop and continuously evolve a scalable enterprise BI and reporting architecture across divisions, regions and locations
• Lead the reporting reset by consolidating conflicting metric definitions into one governed set tied to financial results
• Design models and definitions that survive source-system changes and reconcile reporting across divisions using different ERPs
• Establish consistent executive, regional, branch and functional reporting with clear drill paths from results to underlying drivers
• Build a governed self-service analytics environment balancing accessibility, consistency and data integrity
• Rationalize existing reports and tools, eliminating duplicative or low-value reporting
• Evaluate the current Sigma environment against alternative BI platforms and recommend a go-forward toolset and migration path
• Establish standards for KPI definitions, dashboard development, governance, deployment, access and lifecycle management
• Build an integrated analytical framework connecting operating activity to revenue, profitability and financial performance
• Develop reporting for marketing funnel KPIs, sold work, cancellations, backlog, scheduling, production, labor, capacity, utilization, routing, customer mix, service, channel, price, volume, mix and timing
• Partner with FP&A to align operational reporting with actuals, budget, forecast and prior year
• Develop pacing and forecasting views incorporating production days, holidays, weekends, seasonality, weather, backlog and year-to-go expectations
• Create diagnostic reporting explaining what changed, why it changed and what action is required
• Partner with IT to align BI solutions with enterprise architecture, data standards, system integrations and technology strategy
• Define analytical data models and semantic structures across organization, service, customer, channel and time dimensions
• Interrogate data, validate business logic, challenge technical solutions and build directly when needed
• Lead external delivery partners and translate Finance and Operations priorities into a disciplined development roadmap
• Serve as the interface between technical teams and business stakeholders
• Establish QA, data-quality and deployment practices
• Leverage AI and development tools to improve analytical and development productivity
• Drive adoption through stakeholder engagement, training and continuous improvement

Director, BI & Analytics

Administrative Assistant

• Support Commercial Arborists and National Account Managers day to day
• Monitor shared commercial inboxes and maintain 24–48 hour response times
• Draft and format proposals and formal client documentation
• Generate and process incoming leads
• Answer inbound calls, schedule appointments, maintain Arborist calendars, and confirm dates with routing and branches
• Process daily invoices, customer payments, cancellations, authorizations, and off-stop reports
• Maintain Prodeo data accuracy, including client records, labor hours for multi-day GTC jobs, and account integrity
• Request certificates of insurance, manage lien waivers, and review contracts, bid details, and jurisdictional requirements
• Process weekly, bi-weekly, and monthly billing, including manual and special invoicing
• Prepare AR compliance updates, 50-day follow-ups, and commercial AR reporting
• Print GTC “Printed Not Done” reports, audit non-finalized estimates, and process Arborist comments and Stop-by Reports
• Maintain Commercial Prospect Reports and subcontractor records; support weekly debriefs and dashboard reviews
• Manage vendor portals, subcontractor/DOT compliance, permits, prevailing wage, and pre-bid documentation
• Conduct annual renewal processing for PHC/Lawn/GTC and Décor accounts
• Maintain commercial master lists, Smartsheets, and mapping tools; manage quarterly temporary holds
• Partner with Commercial Arborists, National Account Managers, Commercial Administration, and branch teams
• Report to the National Commercial Account Manager

Director, BI & Analytics

Commercial Administrative Specialist