Strategic Operations Lead, Financial Planning

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

Job summary

Crowe is seeking a Business Operations Assistant Director to drive strategic and operational management of a business unit,Delivering planning, budgeting, forecasting, and reporting while ensuring adherence to firm policies and standards.

You will partner with business operations leaders to translate strategy into execution, support decision-making, and manage initiatives across the organization with a focus on process improvement and analytics.

Qualifications

• Bachelor's degree in business, finance, accounting, operations, or related field or equivalent experience.
• 6–9+ years in business operations, FP&A, or related roles.
• Experience with budgeting, forecasting, and operational reporting.
• Strong analytical skills 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 for aligned units.
• Prepare and analyze recurring and ad hoc financial/operational reports, identify trends and risks.
• Ensure compliance with firm policies and guidelines.
• Assist in managing budgets, invoicing, and expense tracking with Finance/Procurement.
• Support workforce planning, including resource forecasting and org changes.
• Coordinate operational projects, track progress and support delivery.
• Develop and maintain operational processes, tools, templates, and metrics.
• Prepare leadership materials including reports, presentations, and status updates.
• Represent operations in cross-functional teams and working groups.
• Support change initiatives and continuous improvement across the organization.

Skills

Financial planning

Forecasting

Reporting

Cross-functional collaboration

Analytical skills

Presentation software

Education

Bachelor’s degree

Tools

Excel

PowerPoint

Financial reporting tools

Job description

Crowe is seeking a Business Operations Assistant Director to drive strategic and operational management of a business unit,Delivering planning, budgeting, forecasting, and reporting while ensuring adherence to firm policies and standards.

You will partner with business operations leaders to translate strategy into execution, support decision-making, and manage initiatives across the organization with a focus on process improvement and analytics.