Equity Methods Careers

Description

Business Analyst and Operations Coordinator

Equity Methods is looking for a responsive, energetic, and detail-oriented Business Analyst and Operations Coordinator to support our corporate function (Marketing, HR, and Operations).

With rapid growth, we are running dozens of internal and external events, in addition to conference sponsorships and recruiting initiatives. The successful candidate will be proactive, organized, comfortable working with different personalities, and able to execute in a fast-paced, judgment-rich environment. We are a culture that values high attention to detail, a bias toward action over talking, strong analytical reasoning, and exceptional judgment.

 
About Equity Methods

Equity Methods is a finance, accounting, and human capital consulting firm that embraces the synergistic role of technology and expertise in creating client impact. We deliver impact-rich services across three core practice groups: financial reporting, valuation services, and HR advisory.

With over 100 professionals and experience serving hundreds of publicly traded clients (including 45 Fortune 100 companies), Equity Methods seeks to combine the best of a large professional services firm with the best of an entrepreneurial, technology-enabled company. We work hard in the quest to have high impact and deliver exemplary client service that supports our client retention and overall growth story. We have consistently been rated a Top Company to Work for in Arizona.

Roles and Responsibilities

This is a lead execution role across a number of domains, in particular, conferences, external events, and recruiting operations. Operations team members hold different specializations, but load balance and rotate work based on seasonality and emerging priorities.

1. Recruiting Coordination

Works with our hiring managers and vendors to coordinate successful recruiting intiatives

• Utilize exemplary research and vetting skills in researching and coordinating recruiting event logistics (venue selection, catering, inventory & shipping, etc)
• Communicate with participants to collect information and share timely updates about our programs
• Schedule flights and hotels for out-of-state candidates being flown in
• Work closely with hiring managers to ensure timing and details align with program goals

2. Client Dinner Events

Works with and accepts direction from the consulting and marketing teams

• Demonstrate superb [independent] research and vetting skills to select venues and vendors (catering, decorators, musicians etc.) to drive the best outcomes in quality, cost, and event execution
• Balance cost, quality, and simplicity, demonstrating excellent judgment
• Support contact reach-out efforts by reviewing lists to ensure airtight accuracy, helping to ghost-write emails, track RSVPs, and interface with our marketing automation software
• Negotiate with dinner venues to arrive at final terms; be on top of all the details
• Develop and follow event day checklists (e.g. tables, technology, timing) to ensure everything meets standards and the execution conforms to the plan

3. Conference Logistics Execution

Works with business development and marketing teams, as well as outside vendors

• Track and drive progress on upcoming conference planning logistics such as registration, speaking submissions, booth selection, hotel deadlines, and more
• Pack and ship marketing materials: booth, equipment, brochures, TL, tchotchkes, dinner gifts, etc. Double-check and complete checklists to ensure there are no surprises
• Coordinate event invitations (paper and digital) and manage RSVP list
• Coordinate with marketing and practice leaders to finalize arrangements
• Participate in updating tickler lists; share information with other groups as needed

4. Operational Support and Coordination

Works with the Operations and Marketing team members to help drive initiatives forward and support their ongoing efficiency

• Track and nudge progress forward on open initiatives
• Support gifting and holiday initiatives
• Coordinate on the ground logistics and pre-travel arrangements for various travel teams across marketing, recruiting, and other initiatives
• Other ad hoc projects

Competencies

Summary: We need someone smart, collegial, gracious, wise, tech-savvy, and systems- and learning-oriented

• Demonstrates a high comprehension level, the ability to work with numbers and spreadsheets, work within budgets, interpret maps and directions, and use software tools
• Able to communicate succinctly and adapt to different working styles and communication protocols (the position serves busy executives with varying operating styles)
• Writes logical, grammatically correct instructions, directions, correspondence, etc.
• Able to get along with everyone and exhibit collaborative, reasonable behaviors
• Strong organizational skills, time management, and attention to detail; fast without sacrificing precision and accuracy; proactive without being rigid
• Professional, discreet, able to handle sensitive situations with confidentiality and tact
• Has sound judgment without being judgmental toward busy colleagues who may be sending one-line emails or falling behind and needing help keeping things straight
• Self-motivated learner who seeks out relevant information, reads instructions, and thinks things through to their logical conclusion; doesn’t need excessive supervision
• Possesses holistic, systems-oriented thinking: willing and able to adhere to business processes (e.g., saving files with appropriate names in appropriate locations on the network), notices when a process has broken down and simplifies or fixes it, and able to think through how their piece of a process will get used downstream
• Requests input and feedback on a regular basis; learns from prior experiences and incorporates learning into day-to-day activities
• Executes well with limited guidance and direction; figures stuff out; possess a strong reputation for just “getting it”; handles stress well and does not cave in ambiguous situations
• Bachelor’s or higher degree in any field, but otherwise qualified candidates with alternative credentials will be considered