Advisory Operations Lead

Crowe; Boca Raton (FL); On-site; USD 109,000 - 230,000; Full time

Job summary

Crowe is seeking a Business Operations Assistant Director to drive strategic and operational management of a business unit,Delivering planning, budgeting, forecasting, and reporting while ensuring adherence to firm policies and standards.

You will partner with business operations leaders to translate strategy into execution, support decision-making, and manage initiatives across the organization with a focus on process improvement and analytics.

Qualifications

• Bachelor's degree in business, finance, accounting, operations, or related field or equivalent experience.
• 6–9+ years in business operations, FP&A, or related roles.
• Experience with budgeting, forecasting, and operational reporting.
• Strong analytical skills to translate data into actionable insights.
• Experience supporting cross-functional initiatives or projects.
• Proficiency with financial and reporting tools, spreadsheets, and presentation software.

Responsibilities

• Support financial planning, budgeting, forecasting and reporting for aligned units.
• Prepare and analyze recurring and ad hoc financial/operational reports, identify trends and risks.
• Ensure compliance with firm policies and guidelines.
• Assist in managing budgets, invoicing, and expense tracking with Finance/Procurement.
• Support workforce planning, including resource forecasting and org changes.
• Coordinate operational projects, track progress and support delivery.
• Develop and maintain operational processes, tools, templates, and metrics.
• Prepare leadership materials including reports, presentations, and status updates.
• Represent operations in cross-functional teams and working groups.
• Support change initiatives and continuous improvement across the organization.

Skills

Financial planning

Forecasting

Reporting

Cross-functional collaboration

Analytical skills

Presentation software

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Financial reporting tools

Job description

Your Journey at Crowe Starts Here:

At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description:

Business Operations Assistant Director

Overview

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.

Responsibilities (Essential Job Functions)

• 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.

Qualifications

• 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.

Preferred Qualifications and Skills

• 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.

We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $109,300.00 - $230,300.00 per year.

Our Benefits:

Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package.

How You Can Grow:

We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!

More about Crowe:

Crowe provides professional services through two separate entities: Crowe LLP delivers audit and attest services, and Crowe Advisory LLC provides tax, advisory, consulting, and other nonattest services.

The Crowe Global network consists of more than 300 independent accounting and advisory services firms in more than 150 countries around the globe, making it one of the largest accounting networks in the world.* As independent members of Crowe Global, Crowe LLP and Crowe Advisory LLC serve clients worldwide.

*As of July 2026.

Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.

Crowe LLP and Crowe Advisory LLC (and their respective subsidiary entities) does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.

Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws.

Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.

We are committed to a merit-based hiring process, evaluating all candidates consistently using objective, job-related criteria such as relevant experience, demonstrated skills, measurable impact, and alignment with the role’s responsibilities, and making employment decisions in a fair and inclusive manner free from discrimination.