Chief of Staff, Value Creation- Fortify Companies

Insurcomm Restoration

About The Position

The Chief of Staff, Value Creation is the CEO’s right hand in driving value creation across the Fortify portfolio. This role leads the design, execution, and governance of value creation initiatives across acquired and organic growth platforms. It ensures that the most important strategic and operational levers are identified, resourced, sequenced, and delivered. This is not a reporting function. While the role owns cadence, scorecards, and board materials, its primary responsibility is outcomes — ensuring that Fortify realizes the full revenue, margin, and strategic potential of each investment.

Requirements

Strategic operator who thrives at the intersection of high-level thinking and hands-on execution
Strong analytical capabilities to dissect complex deals with the leadership presence to drive them to completion
Equally comfortable building financial models, facilitating Board meetings, and solving integration challenges
Bias for action combined with strategic discipline
Able to influence without authority and build structure in ambiguous situations
See the bigger picture while maintaining focus on critical details
Understand that growth is about creating lasting value by bringing teams together
Committed to preserving what makes local teams great while building something bigger
Bachelor’s degree in Business, Finance, Engineering, or related field
7–12+ years of experience in strategy consulting, investment banking, private equity, corporate development, or value creation roles
Demonstrated M&A transaction experience with post-merger integration execution
Experience driving strategic initiatives in growth-stage or PE-backed companies
Strong financial modeling and analytical capabilities
Exceptional interpersonal, influence, and presentation skills
Proven ability to build structure, governance, and accountability in scaling organizations
Strong financial modeling and analytical capabilities
Exceptional interpersonal, influence, and presentation skills
Proven ability to build structure, governance, and accountability in scaling organizations
Executive presence for Board and C-suite interactions
Strategic mindset with ability to execute and drive results

Nice To Haves

MBA preferred

Responsibilities

M&A Diligence & Underwriting Support
Partner with the M&A team during acquisition diligence
Build business cases, operational models, and post-close value creation roadmaps
Translate underwriting assumptions into executable operating plans and budgets
Identify risk areas and define mitigation plans before closing
Align functional leaders on Day 1 and 100-day priorities
Post-Close Value Creation Leadership
Own overall project management of value creation plans across the portfolio
Establish milestones, governance, and accountability structures
Lead executive integration and operating cadence meetings
Maintain visibility into critical KPIs and financial targets
Surface risks early and drive corrective action
Continuously identify new value levers as businesses evolve
Governance, Reporting & Executive Support
Create concise, insight-driven updates for CEO, Board, and shareholders
Drive board-level reporting on synergy capture, performance vs. underwriting, and integration progress
Support forward-looking communications to internal teams, investors, and external stakeholders
Ensure portfolio companies are aligned on strategic priorities and messaging
Strategic Project Execution
Personally lead select high-impact initiatives across the portfolio
Support implementation of technology systems and operating infrastructure
Drive cross-functional initiatives that require executive coordination
Roll up sleeves when needed to unblock initiatives and accelerate progress