Operations Strategy Lead — Finance, Forecasting & Delivery

Crowe; New York (NY); On-site; USD 109,000 - 230,000; Full time

Job summary

Crowe in New York, NY seeks a Business Operations Assistant Director to oversee strategic and operational management across a business unit. You will partner with operations leaders to manage planning, reporting, and key initiatives while upholding firm policies and standards.

This role translates strategy into execution, supports budgeting and forecasting, and ensures effective decision-making. You will coordinate projects, prepare leadership materials, and drive continuous improvement across

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.

Responsibilities

• 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.

Skills

Financial planning

Budgeting

Forecasting

Operational reporting

Cross-functional initiatives

Analytical skills

Presentations

Spreadsheets

Education

Bachelor’s degree in Business, Finance, Accounting, Operations, or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Financial reporting tools

Job description

Crowe in New York, NY seeks a Business Operations Assistant Director to oversee strategic and operational management across a business unit. You will partner with operations leaders to manage planning, reporting, and key initiatives while upholding firm policies and standards.

This role translates strategy into execution, supports budgeting and forecasting, and ensures effective decision-making. You will coordinate projects, prepare leadership materials, and drive continuous improvement across