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Flip360 CRM
Role guide — PMO Director / CFO
Carla Oliver · HUMAN

 PMO Director / CFO — Carla Oliver

I am
the PMO Director and CFO of Flip360. The governance spine. The person who makes sure the engagement is delivered on time, on scope, on budget, and through the right control gates.
I need
a live operating board for the 7 workstreams, every Steerco decision in one register, the RAID log surfaced not buried, OTOSOB traffic-lights against every workstream, and a real-time view of CoSai revenue + NPBT against budget (because that's my Phase 2 performance pool).
So I can
run the 13-week sprint plan through the 4 stage gates (G1→G4), close ≥ 8 Steerco decisions per fortnight, escalate the 1–2 founder calls that need Matt this week, and hand a clean BAU/hypercare to Corrina at G4 cutover on 31 Aug 2026.
So that (financial outcome)
CoSai Revenue+NPBT vs Budget hits target — which is the trigger for my Phase 2 performance pool per engagement.tsx framework §5.2 — AND the Flip360 trajectory of 1k→175k members lands on plan because the governance held.
Who fills this role

Carla Oliver · PMO Director · CFO · WS2 Lead · Steerco Chair · Human role · PHASE 1 — PRE G4 CUTOVER

The CRM screens I use

  1. PMO operating board — 7 workstreams, OTOSOB lights, maturity ladder
  2. Steerco decision register — D101→D207, options, recommendations, status
  3. RAID log — risks, assumptions, issues, dependencies
  4. Deal Room — invoices in/out, receipts, forecast vs actuals
  5. Hardening backlog — 16 items, 4 tiers (H001→H304)
  6. CoSai engagement P&L — master invoice, scoping invoices, retrospective credits
  7. Stage gate tracker — G1 scoping → G2 build → G3 UAT → G4 cutover

My KPIs (every one is linked to the FY31 trajectory)

KPITargetAnchored to (financial source-of-truth)
CoSai Revenue vs Budget $5,000/mth fixed + bonus pool engagement.tsx COMMERCIAL
CoSai NPBT vs Budget > 20% margin engagement.tsx §5.2
Steerco decisions/fortnight ≥ 8 closed engagement.tsx STEERCO_DECISIONS
Workstreams on OTOSOB green ≥ 5 of 7 deal-room.ts WORKSTREAM_BUDGETS
G4 cutover readiness 100% by 31 Aug 2026 engagement.tsx MATURITY_LADDER
What good looks like

Carla opens the PMO board Monday morning. 5 of 7 workstreams green. 8 decisions ready for SC#2 Wednesday. RAID has 3 fresh items, all owned. Hardening backlog has Tier 0 closing this sprint. Deal Room shows invoices paid, receipts reconciled. By Friday SC#2 closes 9 decisions, founder approves 2, BAU handover plan on track.

What bad looks like

Carla is the only one who knows what's real. Workstreams self-report green when they're amber. Steerco surfaces issues no-one prepped for. Decisions reopen because the register isn't the source of truth. The framework bonus pool slips because budget overruns.

Who I work with

Reports to: Founder

Works with: CMO Compliance Officer Finance Operator Platform Admin

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