Executive Operations Analyst

Roth&Co; Chicago (IL); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading financial services company in Chicago is looking for an Executive Operations Analyst to provide high-level administrative support to senior leadership. The role combines operational excellence with data-driven insights, requiring expertise in advanced Excel skills and analytical abilities. You will manage executive schedules, prepare reports, and support strategic decision-making in a collaborative culture. Candidates should possess a Bachelor’s degree in a relevant field and a strong understanding of data analytics tools.

Qualifications

• Bachelor’s degree preferred.
• Strong analytical and problem-solving skills.
• Familiarity with Power BI or Tableau is a plus.

Responsibilities

• Manage executive calendars and travel arrangements.
• Build and maintain advanced Excel dashboards and reports.
• Analyze business and financial data for actionable insights.
• Prepare presentations and executive summaries.
• Support budget tracking and KPI monitoring.

Skills

Expert-level Excel skills

Analytical skills

Organizational skills

Communication skills

Problem-solving abilities

Education

Bachelor’s degree in Business, Finance, Data Analytics

Tools

Power BI

Tableau

Job description

Base pay range

$65,000.00/yr - $85,000.00/yr

About the Role

Are you a detail-oriented professional who thrives at the intersection of executive support and data analytics? We’re seeking an Executive Operations Analyst to provide high-level administrative assistance to senior leadership while leveraging advanced Excel and reporting skills to drive strategic decisions. This is a unique opportunity to combine operational excellence with data-driven insights in a dynamic, fast-paced environment.

What You’ll Do

• Manage executive calendars, travel arrangements, and meeting coordination.
• Build and maintain advanced Excel dashboards, reports, and models (pivot tables, VLOOKUP, macros, Power Query).
• Analyze business and financial data to identify trends and provide actionable insights.
• Prepare presentations and executive summaries for leadership.
• Support budget tracking, KPI monitoring, and forecasting.
• Collaborate with cross-functional teams to streamline processes and improve efficiency.
• Handle confidential information with discretion and professionalism.

What We’re Looking For

• Bachelor’s degree in Business, Finance, Data Analytics, or related field preferred.
• Expert-level Excel skills (pivot tables, advanced formulas, macros).
• Strong analytical and problem-solving abilities.
• Familiarity with Power BI or Tableau is a plus.
• Exceptional organizational and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.

Why Join Us?

• Work closely with senior leadership and influence strategic decisions.
• A role that blends executive support with data analytics.
• Collaborative, innovative, and growth-oriented culture.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Accounting/Auditing, Administrative, and Finance

Industries

• Accounting, Financial Services, and Business Consulting and Services