Strategic Business Operations Lead

Crowe; Charlotte (NC); On-site; USD 109,000 - 230,000; Full time

Job summary

Crowe is seeking a Business Operations Assistant Director to guide strategic and operational management of a business unit. You will partner with leaders to plan, report, and drive initiatives while ensuring adherence to policies and standards.

Key responsibilities include budgeting, forecasting, and reporting, plus coordinating with Finance and Procurement, workforce planning, and cross-functional projects. Strong analytical and communication skills are essential for success.

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Operations, or 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

Analytical skills

Cross-functional collaboration

Communication skills

Project coordination

Strategic thinking

Education

Bachelor’s degree in Business/Finance

Tools

Excel

ERP systems

Forecasting tools

Job description

Crowe is seeking a Business Operations Assistant Director to guide strategic and operational management of a business unit. You will partner with leaders to plan, report, and drive initiatives while ensuring adherence to policies and standards.

Key responsibilities include budgeting, forecasting, and reporting, plus coordinating with Finance and Procurement, workforce planning, and cross-functional projects. Strong analytical and communication skills are essential for success.