Executive Operations & Analytics Assistant

PKF O'Connor Davies; Woodcliff Lake (NJ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

401(k) plan and Profit-Sharing

Paid Time Off

Job summary

PKF O'Connor Davies is seeking a high-caliber executive assistant/operations partner to translate strategic priorities into practical execution across operations, client service, finance, and technology. The role requires analytical, detail-oriented, and self-motivated professionals who can manage competing priorities and drive cross-functional accountability.

Responsibilities include preparing board decks, client materials, and management reports, plus developing dashboards and KPI trackers

Qualifications

• High school diploma or equivalent.
• Exceptional command of Microsoft Word, Excel, and PowerPoint; must be able to create polished documents, complex spreadsheets, and executive-level presentations with minimal direction.
• Strong analytical skills with the ability to organize data, identify patterns, evaluate tradeoffs, and communicate conclusions clearly.
• Outstanding attention to detail, accuracy, formatting, grammar, and follow-through.
• Self-motivated, proactive, and comfortable operating in a fast-paced environment with changing priorities and limited supervision.
• Excellent written and verbal communication skills, including the ability to synthesize complex information for executive audiences.
• Strong project management and organizational skills; able to manage multiple workstreams, deadlines, stakeholders, and deliverables simultaneously.
• High degree of professionalism, discretion, sound judgment, and ownership.
• Must be able to work in-office a minimum of 4 days per week.

Responsibilities

• Partner with senior leadership to define priorities, track progress, and ensure follow-through on strategic and operational initiatives.
• Prepare high-quality executive materials, including board decks, client presentations, management reports, meeting agendas, briefing notes, and decision memos.
• Develop and maintain dashboards, project plans, KPI trackers, financial analyses, and operating reports using advanced Excel and data analysis techniques.
• Coordinate firm-wide initiatives across fund accounting, investor services, treasury, tax, compliance, technology, client onboarding, and relationship management teams.
• Prepare monthly billing packages for assigned partners and managers. Download client ledgers and other supporting records needed for invoice preparation, client billing review, and account follow-up.
• Prepare quarterly billing worksheets for all Financial Services partners; calculate realization percentages and obtain manager comments, explanations, and supporting documentation needed to finalize worksheets.
• Download weekly Accounts Recievable Aging reports, review outstanding balances, follow up with clients on open invoices and payments, and coordinate collection status with partners and Finance.
• Prepare client account reconciliations covering invoices issued, payments received, and outstanding balances; maintain reconciliation schedules for ODA clients and other assigned accounts.
• Analyze operational data, client service metrics, staffing capacity, profitability trends, and workflow bottlenecks to identify insights and recommend practical actions.
• Support annual planning, budgeting, resource allocation, and performance management processes through structured analysis and clear presentation of findings.
• Serve as a communication bridge between executives and departments, ensuring priorities are understood, aligned, and executed consistently.
• Maintain confidentiality while handling sensitive client, employee, financial, and strategic information with sound judgment and professionalism.

Skills

Analytical skills

Communication

Project management

Attention to detail

Professionalism

Education

High school diploma

Tools

Excel

Word

PowerPoint

Job description

PKF O'Connor Davies is seeking a high-caliber executive assistant/operations partner to translate strategic priorities into practical execution across operations, client service, finance, and technology. The role requires analytical, detail-oriented, and self-motivated professionals who can manage competing priorities and drive cross-functional accountability.

Responsibilities include preparing board decks, client materials, and management reports, plus developing dashboards and KPI trackers