Operations Manager at Pishon and Brooks Advisory Services

Job Brief

• BFI Insights is seeking to engage a highly experienced, strategic, and result-oriented Operations Manager to oversee and optimize the firm’s operational, administrative, business growth and financial coordination activities. The Ops Manager will play a critical leadership role in driving operational excellence, improving internal systems, supporting business expansion, and ensuring execution across the firm’s consulting and training functions.
• The Operations Manager should be commercially aware, solution-driven, and capable of leading teams while ensuring the firm maintains high professional and service standards across all areas of operations.

Key Responsibilities

• Oversee and coordinate the day-to-day operations of the firm to ensure smooth and efficient service delivery across all business units.
• Develop, implement, and improve operational processes, policies, and internal systems to enhance productivity and accountability.
• Supervise and manage the operational team, ensuring clear role coordination, performance monitoring, and effective task execution.
• Ensure proper coordination and execution of consulting projects, advisory engagements, training programs, bootcamps, and cohort-based learning activities.
• Monitor operational performance and prepare periodic reports, dashboards, and updates for management decision-making.
• Support the development and execution of the firm’s strategic growth and expansion plans.
• Identify operational gaps and recommend practical solutions to improve efficiency, workflow, and overall business performance.
• Coordinate budgeting, operational planning, and resource allocation to ensure cost-effective operations.
• Work closely with leadership to support initiatives focused on securing grants, partnerships, donor funding, loans, and other financing opportunities.
• Assist in preparing operational documentation, funding proposals, presentations, and reports required for investors, donors, financial institutions, and strategic partners.
• Ensure proper documentation, record management, and compliance with internal policies and regulatory requirements.
• Oversee administrative activities including procurement, vendor management, facility coordination, and office operations.
• Drive the use of operational tools, technology, and automation systems to improve efficiency and reporting processes.
• Coordinate recruitment support, onboarding activities, staff scheduling, and operational workforce planning where required.
• Lead and support performance management initiatives for operational staff and ensure high levels of accountability across teams.
• Foster a professional, collaborative, and performance-driven work culture within the organization.
• Support business development initiatives by coordinating operational requirements for proposals, client engagements, partnerships, and new opportunities.
• Work closely with the marketing and communications team to improve the visibility, positioning, and professional presence of the firm.
• Coordinate stakeholder engagements, meetings, strategic partnerships, and corporate relationship management activities.
• Ensure proper planning and execution of corporate events, trainings, workshops, and stakeholder sessions.
• Monitor service quality and ensure clients, training participants, and stakeholders receive excellent professional support and experience.
• Conduct operational and market research to support innovation, service improvement, and organizational growth.
• Ensure operational risks are identified early and appropriate mitigation measures are implemented.
• Support leadership in driving organizational restructuring, scalability, and continuous improvement initiatives.
• Perform other operational, administrative, and strategic responsibilities as may be assigned by management.

Experience & Requirements

• Bachelor’s Degree in Business Administration, Operations Management, Finance, Economics, Accounting, Management, or a related field.
• Master’s Degree and/or professional certifications will be an added advantage.
• 5–8 years proven experience in operations management, consulting, financial services, professional services, or related industries.
• Experience working within consulting firms, advisory firms, financial institutions, or training organizations is highly preferred.
• Demonstrated experience managing teams, operational systems, and organizational growth initiatives.
• Experience supporting grant applications, donor-funded projects, or financing initiatives is an advantage.
• Proficiency in Microsoft Office Suite, particularly Excel, PowerPoint, Word, and Outlook.
• Advanced proficiency in Microsoft Excel, including reporting, dashboards, financial analysis, data management, pivot tables, and operational tracking.
• Hands-on experience using project management and collaboration tools such as Asana, Trello, Monday.com, ClickUp, Notion, Microsoft Project, Slack, or similar platforms.
• Experience using ERP systems, CRM platforms, operational management systems, or workflow automation tools will be an added advantage.
• Familiarity with financial management and accounting software such as QuickBooks, Sage, Xero, Zoho Books, SAP, Oracle, or related platforms.
• Working knowledge of data reporting and visualization tools such as Power BI, Tableau, or Google Data Studio is desirable.
• Ability to leverage digital tools and technology to improve operational coordination, reporting accuracy, team productivity, and business performance.
• Strong presentation and stakeholder communication skills with the ability to engage executive leadership, partners, clients, investors, donors, and regulatory stakeholders professionally.