VP of Operations

Embarc Advisors•Remote, OR

20d•Remote

About The Position

Embarc Advisors is hiring a VP of Operations to serve as the Founder/CEO’s right hand and the firm’s future EOS Integrator. The role has a senior leadership position and a path toward the top operating job. Embarc is a fast-growing advisory firm that provides M&A advisory, transaction diligence, and strategic CFO services to lower-middle-market companies. The firm uses EOS to establish clarity, accountability, and operating cadence, with an emphasis on transparency, ownership, and results. The VP of Operations will learn how each business operates and makes money, take ownership of the weekly leadership meeting and operating rhythm, and identify operational bottlenecks. The role will develop planning and capacity models, strengthen the Scorecard, and build a data-backed plan for growth, including Rocks, hiring plans, and accountabilities. It will then execute that plan, scale core systems across hiring, onboarding, HR, legal, IT, AI, and automation, and report weekly progress against targets. The position is full-time and remote, with a strong preference for someone near the San Francisco area or able to travel frequently to the Bay Area. Travel is required for quarterly offsites and approximately six trips a year with the CEO. The first six months are structured around learning the business and operating cadence, taking over leadership meetings, developing growth plans, and delivering measurable execution results.

Requirements

Currently hold, or have recently held, a VP of Operations, Chief of Staff, General Manager, or EOS Integrator role reporting directly to a founder/CEO and working as a peer with the leadership team.
Experience helping grow a professional services or multi-line firm of roughly 30 to 60+ people.
Demonstrated ability to build systems such as meeting cadence, KPIs, and hiring and onboarding processes.
Experience building and owning a forecast, budget, or capacity model used by leadership to make decisions.
Fluency in P&L, utilization, and margin; reporting numbers owned by someone else is not sufficient.
Experience running a leadership team’s operating rhythm, including weekly meetings, scorecards, and quarterly priorities, and holding senior people accountable without formal authority.
Experience implementing AI or automation in a real team workflow and demonstrating the result.
At least one role in a founder-led or high-growth company; a corporate-only career is not a fit.
Bachelor’s degree.
Ability to travel for quarterly offsites and approximately six trips a year with the CEO.
Able to remain steady in challenging situations, communicate with a clear professional voice, use data in decision-making, raise problems early, and engage in direct debate.

Nice To Haves

Hands-on EOS experience.
Background in M&A, investment banking, corporate development, strategic finance, or consulting.
Experience leading marketing or business development.
Experience building with low-code tools or AI.
Bay Area base.
Master’s degree in finance, economics, math, business, or social science.

Responsibilities

Learn the Scorecard, Rocks, open issues, leadership team, and how each business generates revenue, including pipeline, pricing, utilization, and margin.
Run the weekly leadership meeting and own the operating rhythm.
Help lead quarterly planning sessions and identify operational bottlenecks and plans to address them.
Identify operational work needed to help client-facing staff meet the company’s one-year plan and three-year picture.
Build planning and capacity models and strengthen the Scorecard so leaders own measurable numbers.
Develop and present a data-backed plan for doubling revenue.
Translate growth plans into Rocks, hiring plans, and accountabilities.
Execute operating plans and scale systems for hiring, onboarding, HR, legal, IT, AI, and automation.
Report progress against targets every week.
Hold senior leaders accountable for commitments and raise and solve problems proactively.