Act as the primary liaison between Practice Leadership and support functions (Finance, HR, IT, and others) to ensure efficient day-to-day operations and alignment across teams.
Partner with Practice Leads to manage inquiries, track project and pursuit pipelines, support forecasting activities, interpret financial data, and develop reporting using Excel or Power BI.
Coordinate Practice meetings, including agenda preparation, development of materials, and follow-up on action items across stakeholders.
Support resource planning activities, including tracking team capacity, utilization, and staffing needs.
Coordinate special projects and business initiatives for Practice Leads, including data analysis and reporting.
Support onboarding of new Partners and integration of acquisitions in collaboration with the Operations Director and Practice Leads.
Coordinate with Finance to support the Practice Leads’ delivery against key performance indicators (KPIs).
Requirements
5+ years’ experience working in similar Operations roles
Multiple years of experience working for Professional Services organizations
Expertise in assessing operational data, resource needs, and business forecasts to drive planning, prioritization, and execution across a professional services environment.
Recent experience supporting multiple business units, practice areas, service lines, entities or similar
Track record of managing competing operational priorities, delivering accurate and actionable information, and ensuring successful execution across multiple concurrent initiatives
Strong command of CRM systems to manage pipelines, projects and resources.
Proven experience using Artificial Intelligence (AI) Tools to improve efficiency and streamline workflows, with an understanding of their capabilities and limitations.
Advanced proficiency with Microsoft Power BI and strong command of the full Microsoft Office; SQL experience preferred but not required.
Mastery of building trusted partnerships with leaders, delivery teams, and support functions across multiple practices and regions.
A self-motivated, proactive mindset and the ability to work both independently and collaboratively.
Tech Stack
SQL
Benefits
comprehensive health coverage
retirement savings with company contribution
PTO
performance bonus opportunities
robust training and development programs to support your growth and career progression