The Administrative Operations & Reporting Specialist ensures compliance, conducts performance reporting, maintains data integrity, and supports project management functions while collaborating with various teams.
Position SummaryThe Administrative Operations & Reporting Specialist provides compliance, reporting, and financial operations support to ensure firm-wide accountability. This individual maintains data integrity across our CRM, project management, and time & billing systems, produces employee, owner, and firm-level performance reporting, and ensures timely execution of compliance and monitoring tasks. Success in this role depends on precision, consistency, and proactive issue-spotting. They will work closely with leadership, finance, and operations teams to keep the firm's administrative rhythm disciplined and transparent.Core ResponsibilitiesCompliance & Monitoring
- Execute daily compliance filings and quality control reviews across project systems.
- Audit open tasks, CRM entries, and time entries to flag risks and issues.
- Monitor adherence to firm-wide operational standards and escalate exceptions.
- Produce and update employee/department/firm performance schedules, charge hour reports, and partner performance summaries.
- Maintain recurring reporting schedules (weekly, monthly, quarterly).
- Provide on-demand reporting support to leadership for special initiatives.
- Perform daily CRM updates (new leads, stale lead cleanup, opportunity tracking).
- Distribute department- and partner-level CRM reports.
- Ensure consistency and accuracy of data across platforms.
- Prepare project charters, work schedules and status updates.
- Track open items and prepare meeting agendas
- Prepare partner meeting reports, weekly client marketing newsletters, and recurring admin deliverables.
- Support onboarding checklists, HR coordination, and special projects as assigned.
- Assist in documenting and updating Standard Operating Procedures (SOPs).
- Compliance Mindset: Consistently enforces task and reporting discipline.
- Operational Discipline: Thrives in high-volume, recurring workflows with precision.
- Analytical Attention: Spots inconsistencies in reports, billing, or CRM data.
- Cross-Functional Service: Supports partners, finance, marketing, and HR without friction.
- Proactive Accountability: Flags risks, delays, or missing data before they escalate.
- AI Tools: Fluency in leveraging appropriate AI tools to enhance efficiency, reporting, and data management within daily workflows.
- AExcel & Reporting: Strong command of pivot tables, formulas, conditional formatting, and data validation.
- CRM / PM Tools: Proficiency in Salesforce, Microsoft Dynamics, or equivalent CRM systems.
- Professional Services Context: Experience in compliance-heavy, project-based environments.
- Education/Experience: 2–4 years in administrative, compliance, or financial operations support.
- Experience in professional services, legal, or financial advisory environments.
- Strong interpersonal skills and the ability to work independently with minimal supervision.
- Ability to manage multiple tasks efficiently under deadlines, communicate issues timely, and work in a dynamic environment.
- Flexibility to support special projects (learn new things on the job) and occasional extended hours.
Top Skills
Ai Tools
Excel
Microsoft Dynamics
Salesforce
Talley LLP Orange, California, USA Office
1100 W Town and Country Rd, Suite 1111, Orange, California, United States, 92868
Similar Jobs
Artificial Intelligence • Big Data • Healthtech • Machine Learning • Analytics • Biotech • Generative AI
The Senior Integration Analyst will deploy and support Epic integrations, particularly focusing on Epic Aura, ensuring smooth data exchange and compliance with standards.
Top Skills:
APIsEpicFhirHl7
Artificial Intelligence • Big Data • Healthtech • Machine Learning • Analytics • Biotech • Generative AI
Manage and support Epic integrations, collaborating with teams to deliver seamless healthcare connectivity, conducting testing, and documenting workflows.
Top Skills:
APIsEpicFhirHl7
Artificial Intelligence • Gaming
The role involves building and maintaining C++ services, making architectural decisions, and collaborating on rapid prototyping and engineering best practices.
Top Skills:
C++
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
