Chief of Staff to the CEO

Embarc Advisors•Remote, OR

1d•Remote

About The Position

Embarc Advisors is disrupting the middle market M&A and CFO advisory industry. Built by a former Goldman Sachs banker and McKinsey consultant who identified a gap in this underserved market. We are one of the fastest-growing firms in our space, with revenue up nearly 3x over the past three years and multiple repeated rankings on the Inc. 5000 list of America's fastest-growing private companies. We are scaling fast, and we're doing it without sacrificing the culture that got us here. We deliver best-in-class advisory work across M&A, transaction diligence, and strategic CFO services - partnering with lower-middle-market companies at every stage of their growth journey. We operate as a team of elite athletes: trust-based, purpose-driven, and relentless about getting better; Kaizen isn't a poster on the wall here, it's how we operate. EOS gives us the structure and accountability to move fast without losing alignment, and it's exactly what lets us attract driven professionals and serious clients alike. We are looking for an experienced Chief of Staff to the CEO to join our leadership team and propel our organization forward. This individual will act as an extension of the Founder / CEO and be responsible for initiating and implementing systems and plans that bring clarity to the essential components of a successful, vision-driven company. The Chief of Staff will serve as the cohesive force within the organization, seamlessly integrating major business functions such as operations, HR talent management, marketing, and finance. This role is pivotal in translating overarching ideas into actionable plans and ensuring that daily operations align with long-term growth objectives. A successful hire would track performance, drive accountability, expectations, and culture that enable the firm to achieve its goal.

Requirements

Proven experience in a COO, Chief of Staff, General Manager, or similar leadership role
Strong track record of operational, organizational, and team leadership excellence
Detail-oriented and process-focused with strong financial acumen
Proven ability to resolve conflicts and make tough decisions
Bachelor's or Master's degree in finance, economics, social science, mathematics, or business preferred
Strong strategic thinking and execution capabilities in a fast-paced, dynamic, and entrepreneurial environment
High emotional intelligence with excellent interpersonal and communication skills
Willingness to develop a deep understanding of Corporate Development, M&A and Investment Banking workflows, Strategic Finance requirements, client service, and Business Development cycles
Exceptional organizational and leadership skills, modeling a mission-driven and hard-working attitude to inspire the firm
Disciplined, focused, and results-driven, yet creative in finding solutions and metrics for continued improvement and target achievement

Responsibilities

Act as the key link between the CEO and the leadership team, ensuring strategic visions are executed
Own the company's operating plan reviews and results and ensure progress on Weekly Scorecards, Monthly KPIs, and Quarterly Goals.
Create a comprehensive multi-year business plan to achieve goals, milestones, and individualized targets
Identify and implement key metrics for tracking, demonstrating effectiveness in metric selection and tenacity in execution based on the business plan
Be hands-on in enacting key changes and solving problems for the business, employees, and clients
Facilitate quarterly and annual planning sessions using the EOS Process
Ensure consistent messaging and alignment throughout the organization
Align employee motivations and incentives with Embarc's success through detailed metrics and cultural values
Foster a healthy, functional, and cohesive leadership team
Lead the senior management team, holding them accountable and removing obstacles to their success
Ensure adherence to core processes and create communication plans for seamless integration
Drive the execution of the CEO's vision by aligning all departments and holding them accountable for results
Oversee resource capacity planning in order to efficiently ensure all necessary roles are filled
Stay on top of technological advances and outsourced resources to help Embarc improve its ability to scale effectively
Ensure the right people are in the right seats, using the EOS tools
Serve as the cultural and operational anchor, fostering cross-functional alignment
Identify, prioritize, and resolve critical issues, demonstrating the ability to address high-impact conflicts and drive timely resolutions
Solve ad hoc managerial problems that arise throughout firm operations
Oversee daily operations and develop major operational functions and projects, ensuring alignment with strategic objectives
Drive consistency and scalability through process documentation and improvement
Report on business performance metrics and drive improvements for each department, along with crucial insights
Ensure alignment towards common goals and budget adherence
Facilitate smooth collaboration processes, ensuring predictability in leadership intervention and autonomy
Solve issues quickly and effectively, fostering a culture of problem-solving