Advisory Operations Lead
Core
Support strategic and operational management of a business unit by managing planning, reporting, and key initiatives.
Role type
Business Operations Assistant Director
Builds
Operational processes, tools, templates, and metrics for business units.
Domain
Professional Services / Accounting / Business Operations
Deliverable
dashboards & analysis
Required skills
Financial planning and budgeting, forecasting, operational reporting, data analysis, project coordination, cross-functional collaboration
Preferred skills
Experience in professional services, matrixed organizations, change management
Technologies
Financial and reporting tools, spreadsheets, presentation software
Responsibilities
Support financial planning, budgeting, forecasting, and reporting; prepare and analyze financial and operational reports; ensure compliance with firm policies; manage project budgets and expense tracking; support workforce planning; coordinate operational projects; contribute to process development; prepare materials for leadership meetings.
Seniority
Mid-Senior, hands-on IC
