Equity Methods
Posted 6mo ago

Operations Coordinator / Operations Generalist

Equity Methods
Scottsdale, Arizona, United States
OnsiteFull Time
Responsibilities
  • Tracking progress
  • Coordinating meetings
  • Managing events
Requirements
  • 3+ years of relevant experience
  • Bachelor’s degree or higher
  • Proficient with Microsoft Office
  • Strong organizational and communication skills
Technical tools mentioned
Microsoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft TeamsMicrosoft Outlook

Job description

Operations Coordinator / Operations Generalist
Click here or copy and paste the URL below to watch a short video introducing the openings on our Operations team.
https://vimeo.com/1053879763
Equity Methods is seeking a smart, adaptable, and proactive Operations Coordinator to support a wide range of operational needs. This role is ideal for someone who thrives on variety, enjoys solving problems, and brings energy and organization to every project. From collaborating with executives on firm-wide meetings to planning holiday gifts, this position is central to keeping our internal operations running smoothly. 
With rapid growth, we are running many business initiatives, in addition to office enhancement, culture events, and recruiting initiatives. Our Operations Specialist will be a welcoming, proactive, and organized professional who is able to execute in a fast-paced environment. You’ll work on a friendly, motivated, and highly effective team that values collaboration and celebrates wins.  

About Equity Methods
 
Equity Methods is a financial services consulting firm specializing in stock-based equity compensation and other complex financial reporting and valuation services. We deliver impact-rich engagements across three core practice groups: financial reporting, valuation services, and HR advisory.
 
With over 125 professionals and experience with over 1,000 publicly traded clients (including 50 Fortune 100 companies), Equity Methods combines the best traits of an industry-leading professional services firm with the best of an entrepreneurial, technology-enabled company.  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, with a primary focus on general office operations, executive support, and internal coordination. Operations team members hold different specializations, but load balance and rotate work based on seasonality and emerging priorities.  
  • Track and nudge progress forward on open initiatives 
  • Collaborate with executives on recurring meeting planning and special projects 
  • Spearhead internal and external gifting and holiday initiatives 
  • Work closely with internal stakeholders and Operations teammates to develop appropriate events and programs that are outcome-driven, engaging, safe, and budget-friendly 
  • Coordinate on the ground logistics and pre-travel arrangements for various travel teams across marketing, recruiting, and other initiatives 
  • Collaborate with Office Hospitality Coordinator to ensure a welcoming environment for employees and guests during onboarding, interviews, office visits, and special programs 
  • Coordinate with property management, vendors, and internal staff to resolve facility issues in a timely and professional manner 
  • Keep track of the open items across multiple projects to ensure projects do not fall through the cracks 
  • Other ad hoc projects 
Competencies 
  • Demonstrates competence in working with numbers and spreadsheets, working within budgets, interpreting maps and directions, and using basic 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 
  • Self-motivated learner who seeks out relevant information, reads instructions, and thinks things through to their logical conclusion; doesn’t need excessive supervision 
  • 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 
  • Competent in Microsoft tools such as Excel, Powerpoint, Word, Teams, and Outlook 
  • Bachelor’s or higher degree in any field, but otherwise qualified candidates with alternative credentials will be considered 
  • Minimum 3 years of relevant experience 

About Equity Methods

Provides financial reporting and valuation for equity compensation programs.

Year founded
1998
Employees
170
Organization type
Private
Latest investment
Private Equity (2025) — led by HGGC
Headquarters
US

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