Advisory Operations Lead

Crowe Advisory LLC•Dallas, TX

3d•$109,300 - $230,300

About The Position

The Business Operations Assistant Director supports the strategic and operational management of a business unit, delivery unit. This role partners closely with business operations leaders to manage planning, reporting, and key initiatives, while ensuring adherence to firm policies and operational standards. The Business Operations Assistant Director plays a critical role in translating strategy into execution and supporting effective decision-making across the organization.

Requirements

Bachelor’s degree in Business, Finance, Accounting, Operations, or a related field; or equivalent experience.
6–9+ years of experience in business operations, financial planning and analysis, or related roles.
Demonstrated experience supporting budgeting, forecasting, and operational reporting.
Strong analytical skills with the ability to translate data into actionable insights.
Experience supporting cross-functional initiatives or projects.
Proficiency with financial and reporting tools, spreadsheets, and presentation software.

Nice To Haves

Strong organizational and project coordination skills.
Ability to manage multiple priorities in a dynamic environment.
Effective communication skills with both technical and non-technical stakeholders.
Collaborative working style and strong business partnership mindset.
Experience in professional services or complex, matrixed organizations preferred.

Responsibilities

Support financial planning, budgeting, forecasting, and reporting activities for aligned business units or cost centers.
Prepare and analyze recurring and ad hoc financial and operational reports; identify trends, risks, and opportunities.
Ensure compliance with firm financial, procurement, and operational policies and guidelines.
Assist in managing project budgets, invoicing, and expense tracking; coordinate with Finance and Procurement as needed.
Support workforce planning activities, including resource forecasting and organizational changes.
Manage and coordinate operational projects or initiatives as assigned, tracking progress and supporting delivery.
Contribute to the development and maintenance of operational processes, tools, templates, and metrics.
Prepare materials for leadership meetings, including reports, presentations, and status updates.
Represent business operations in cross-functional teams or working groups where operational insight is required.
Support change initiatives, communications, and continuous improvement efforts across the aligned organization.