Executive Operations & Analytics Assistant

PKFOD; Woodcliff Lake (NJ); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, Vision plans

Life Insurance (basic & voluntary)

401(k) plan and Profit-Sharing

Flexible Spending & Health Savings

Employee Assistance, Wellness, andWork

Parental Leave Benefits

Generous PTO and Paid Holidays

Community & Volunteering programs

Recognition & Rewards programs

Training & Certification programs

Discretionary Performance Bonus

Job summary

PKF O’Connor Davies is seeking an executive-support professional to partner with the firm’s leadership in translating strategic priorities into actionable programs across operations, client service, and finance. You will develop executive-ready materials and dashboards, manage cross-functional initiatives, and help drive accountability.

The role requires strong analytical skills, advanced Excel/PowerPoint capabilities, and the ability to balance multiple workstreams while maintaining

Qualifications

• Strong command of Microsoft Word, Excel, and PowerPoint; polished documents and executive-level presentations with minimal direction.
• Excellent written and verbal communication; ability to synthesize complex information for executive audiences.
• Strong analytical skills to organize data, identify patterns, evaluate tradeoffs, and communicate conclusions clearly.
• Self-motivated, proactive, and able to operate in a fast-paced environment with changing priorities and limited supervision.

Responsibilities

• Partner with senior leadership to define priorities, track progress, and ensure follow-through on initiatives.
• Prepare high-quality executive materials including board decks, client presentations, and management reports.
• Develop dashboards, KPI trackers, and operating reports using advanced Excel and data analysis.
• Coordinate firm-wide initiatives across fund accounting, treasury, tax, compliance, technology, and client onboarding.
• Prepare monthly and quarterly billing packages and reconcile client accounts.

Skills

Executive communication

Excel mastery

PowerPoint mastery

Data analysis

Project management

Education

High school diploma or equivalent

Tools

Microsoft Excel

PowerPoint

Word

Job description

PKF O’Connor Davies is seeking an executive-support professional to partner with the firm’s leadership in translating strategic priorities into actionable programs across operations, client service, and finance. You will develop executive-ready materials and dashboards, manage cross-functional initiatives, and help drive accountability.

The role requires strong analytical skills, advanced Excel/PowerPoint capabilities, and the ability to balance multiple workstreams while maintaining