Strategic Operations Lead

Crowe; Sarasota (FL); On-site; USD 109,000 - 230,000; Full time

Job summary

Crowe is hiring a Business Operations Assistant Director in the United States to lead budgeting, forecasting, and operational reporting for a business unit. The role partners with operations leaders to translate strategy into actionable plans and ensure compliance with firm policies.

Ideal candidates have 6–9+ years of experience in business operations and strong analytical and communication skills. Strong proficiency in Excel and reporting tools supports data-driven decision making within a

Qualifications

• Bachelor’s degree in Business, Finance, Accounting, Operations, or related field.
• 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 budgeting, forecasting, and reporting 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

Budgeting

Forecasting

Financial planning

Analytics

Cross-functional

Reporting tools

Education

Bachelor’s degree

Tools

Excel

Spreadsheets

PowerPoint

Job description

Crowe is hiring a Business Operations Assistant Director in the United States to lead budgeting, forecasting, and operational reporting for a business unit. The role partners with operations leaders to translate strategy into actionable plans and ensure compliance with firm policies.

Ideal candidates have 6–9+ years of experience in business operations and strong analytical and communication skills. Strong proficiency in Excel and reporting tools supports data-driven decision making within a