Strategic Operations Lead, Finance & Planning

Crowe; South Bend (IN); On-site; USD 109,000 - 230,000; Full time

Job summary

Crowe is seeking a Business Operations Assistant Director in the United States to lead strategic and operational management for a business unit. You will partner with leaders to plan, report, and drive initiatives while ensuring adherence to policies and standards.

This role translates strategy into execution and informs leadership decisions. Responsibilities include budgeting, forecasting, reporting, workforce planning, and cross-functional project coordination.

Qualifications

• Bachelor’s degree or related experience in Business, Finance, Accounting, or Operations.
• 6–9+ years in business operations, FP&A, or related roles.
• Experience with budgeting, forecasting, and operational reporting.
• Strong analytical skills and ability to translate data into 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

Budgeting & forecasting

Financial analysis

Cross-functional collaboration

Presentation skills

Analytical thinking

Education

Bachelor's degree in Business/Finance/Accounting/Operations

Tools

Excel

PowerPoint

ERP/Financial systems

Job description

Crowe is seeking a Business Operations Assistant Director in the United States to lead strategic and operational management for a business unit. You will partner with leaders to plan, report, and drive initiatives while ensuring adherence to policies and standards.

This role translates strategy into execution and informs leadership decisions. Responsibilities include budgeting, forecasting, reporting, workforce planning, and cross-functional project coordination.