Executive Operations & Analytics Associate

PKF O'Connor Davies; New York (NY); 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

PKFOD is seeking a hands-on professional to partner with the executive team, translating strategic priorities into practical execution across operations, client service, finance, technology, and people initiatives.

The role requires strong Excel and data analysis, ability to develop executive materials, and comfort driving cross-functional projects in a fast-paced setting. In-office four days per week with comprehensive benefits and equal opportunity hiring.

Qualifications

• Strong command of Word, Excel and PowerPoint; ability to create polished executive documents and presentations.
• Analytical thinker who can organize data and communicate conclusions clearly.
• Detail-oriented, accurate formatting, grammar, and follow-through.
• Self-motivated, proactive, and comfortable in a fast-paced environment with limited supervision.
• Excellent written and verbal communication for executive audiences.
• Strong project management and ability to manage multiple workstreams.

Responsibilities

• Partner with senior leadership to define priorities, track progress, and ensure follow-through on strategic initiatives.
• Prepare high-quality executive materials, including board decks, client presentations, management reports, meeting agendas, briefing notes, and decision memos.
• Develop dashboards, 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 and quarterly billing worksheets with manager input and supporting documentation.
• Review weekly AR Aging reports, follow up on open invoices, and coordinate collections with partners and Finance.
• Prepare client account reconciliations and maintain reconciliation schedules.
• Analyze operational data and staffing to identify insights and actionable improvements.
• Support annual planning, budgeting, and performance management with structured analyses.
• Serve as a communication bridge between executives and departments to ensure alignment and execution.
• Maintain confidentiality with sensitive client, employee, financial, and strategic information.

Skills

MS Word

MS Excel

MS PowerPoint

Analytical skills

Attention to detail

Written communication

Verbal communication

Project management

Professionalism

Education

High school diploma or equivalent

Job description

PKFOD is seeking a hands-on professional to partner with the executive team, translating strategic priorities into practical execution across operations, client service, finance, technology, and people initiatives.

The role requires strong Excel and data analysis, ability to develop executive materials, and comfort driving cross-functional projects in a fast-paced setting. In-office four days per week with comprehensive benefits and equal opportunity hiring.