Manager, Advisory Operations

Katz, Sapper & Miller • Full-time • Indianapolis, United States of America • 2d ago

Job Description:

We’re KSM, one of the top 50 largest independent advisory, tax, and audit firms in the United States. But more than our size, it’s our people and culture that set us apart. We believe great things happen when people are supported, challenged, and given the freedom to do their very best work. That’s why we’ve built a workplace where your career and personal life can thrive together – where you have the flexibility to manage your time, the resources to grow, and a team that genuinely cares about your success.

We’ve been employee-owned since 2001, giving every team member a stake in our collective success. This ownership mentality fosters a culture of collaboration, curiosity, and excellence – where new ideas are welcomed, different perspectives are valued, and you’re encouraged to explore what excites you most. Whether you’re expanding your skills, tackling new challenges, or making an impact beyond the office, we provide the resources and support to help you grow in the direction that’s right for you.

At KSM, your contributions matter – not just to the firm, but to your colleagues, clients, and the communities we serve across the U.S. If you’re looking for a place where you can do meaningful work, build lasting relationships, and grow in ways that align with what’s most important to you, we’d love to meet you.

Responsibilities:

Lead day-to-day operational execution for the Advisory practice, ensuring consistent workflows, timelines, and follow-through across engagements.
Manage and optimize engagement lifecycle processes (from intake through kickoff), ensuring required steps, documentation, and scheduling are completed accurately and on time.
Implement, maintain, and continuously improve standardized tools, templates, and operating procedures to drive efficiency and consistency.
Monitor project status across the portfolio, proactively identifying risks, bottlenecks, and capacity constraints; escalate and coordinate resolution as needed.
Own capacity planning and utilization tracking, translating pipeline and project demands into actionable staffing/resource recommendations.
Partner with Advisory leaders and internal stakeholders to align resources, prioritize work, and support effective delivery across teams.
Facilitate after-action reviews and operational feedback loops, translating lessons learned into measurable process improvements.
Oversee reporting and dashboards to provide leadership visibility into operational performance, trends, and key metrics.
Supervise, coach, and develop Advisory support team members, including goal-setting, regular feedback, and performance input.
Contribute to broader operational excellence initiatives and cross-functional projects that improve practice performance and client experience.

Required Education:

Bachelor’s degree in business, administration, or related field (required)
5+ years in professional services, or business operations leadership, including 3+ years managing cross-functional or multi-team operations
Proven leadership experience across multiple functional teams
Experience managing project lifecycle or workflow improvement initiatives

Core Skills:

Project management; organization and time management; resource and capacity planning
Communication and collaboration; data tracking and reporting; process improvement
Coaching and feedback delivery; Microsoft Office and workflow software

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, sex, sexual orientation, gender identity, disability, genetic information, national origin, race, religion, veteran status, or any other protected category.

KSM only accepts resumes directly submitted by a candidate and referrals submitted by current KSM employees. Unsolicited resumes or candidate profiles sent by staffing agencies and fee-based referral services will not be considered outside of a signed KSM vendor contract. KSM will not pay a fee to recruiters or agencies that do not have a signed KSM vendor contract.

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