Oakhurst Advisors · 1 day ago
Business Operations Consultant
Los Angeles, CA
Full-time
Onsite
Entry, Mid Level
$65K/yr - $80K/yr
1+ years expOakhurst Advisors is a company focused on real estate finance, and they are seeking a Business Operations Consultant to enhance operational effectiveness. The role involves gathering business requirements, improving processes, and supporting system buildouts to ensure efficient workflows as the business scales.
Financial Services
Responsibilities
Gather and document business requirements from operations, credit, finance, legal, and technology teams for system enhancements, workflow tools, and reporting
Develop dashboards, reports, and presentations for management
Assist with process & system documentation, improvements, and internal controls
Help coordinate cross-functional initiatives between departments
Support implementation, configuration, and enhancement of internal systems (loan management systems, CRMs, reporting tools)
Perform user acceptance testing (UAT) and validate changes prior to deployment
Troubleshoot operational and system issues, escalating as appropriate
Draft & maintain process & system documentation, SOPs, workflows, and business rules
Analyze operational & loan data to support management reporting and decision-making
Support data integrity initiatives across systems and reporting outputs
Help monitor and support execution of operational workflows
Qualification
Required
Bachelor's degree in Finance, Real Estate, Business, STEM, or a related field
Advanced Excel skills & strong analytical, documentation and communication abilities
Preferred
1–3 years of experience in operations, business analysis, real estate, or financial services
Experience with SQL, Power BI, Tableau, or similar tools
Exposure to loan origination systems (LOS), CRMs, or workflow tools
Company
Oakhurst Advisors
Oakhurst Advisors (“Oakhurst”) is a Los Angeles based, SEC-registered investment advisor founded in 2014.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase