Vannin Chief of Staff has been retained by a leading expert witness platform for law firms, providing attorneys with access to world-class experts, unparalleled intelligence, and innovative legal technology. With over 14 years of excellence, our client is PE-backed and poised for substantial growth, leveraging market leadership and strategic M&A expansion opportunities.
Our client is seeking a Chief of Staff to join their dynamic leadership team and work closely with the COO/CFO. This pivotal role will operate as an extension of the COO/CFO, owning strategic initiatives, ensuring operational efficiency, and driving company-wide accountability for goals. The ideal candidate thrives in a fast-paced, entrepreneurial environment and excels at balancing strategic thinking with hands-on execution, particularly in M&A due diligence and integration activities and is interested in stepping into the CFO role within 1-2 years.
This will be a full-time, exempt position based 3-4x/week onsite in New York, NY (Financial District).
Financial Planning & Analysis (FP&A) - 33%
Lead financial planning, budgeting, and forecasting processes across all business units
Develop and maintain sophisticated financial models for scenario planning and strategic decision-making
Oversee monthly, quarterly, and annual financial reporting and variance analysis
Partner with department heads to create and monitor departmental budgets and KPIs
Conduct deep-dive financial analyses to identify trends, opportunities, and risks
Support board meetings with comprehensive financial presentations and insights
Manage cash flow forecasting and working capital optimization initiatives
Support due diligence processes for potential acquisitions, including data room management and financial analysis
Conduct business evaluations and create comprehensive analytical outputs for executive and board-level discussions
Support integration planning and execution for acquired companies, managing both internal stakeholders and external acquisition teams
Interface directly with CEOs and founders of potential acquisition targets to assess strategic fit
Develop valuation models and investment committee presentations
Coordinate with legal, tax, and other advisors throughout the M&A process
Track post-acquisition performance metrics and integration milestones
Partner with the COO/CFO to prioritize and execute strategic initiatives aligned with company objectives
Manage and refine KPI structures, ensuring alignment with business objectives and performance incentives
Drive company operating cadence, including preparation of board materials, quarterly reviews, and leadership offsites
Lead strategic management offsites and cross-functional planning initiatives
Proactively identify areas for operational enhancement and design innovative solutions to optimize efficiency
Enhance executive effectiveness by streamlining meeting preparation, creating impactful agendas, and driving actionable follow-ups
Represent the COO/CFO in cross-functional initiatives and act as a trusted liaison between executive team and organizational stakeholders
Interface confidently with senior management team, board members, and external parties with executive presence and maturity
Bachelor's degree in Business, Finance, or a related field
5–8+ years of experience in investment banking and/or private equity, with strong preference for candidates with both backgrounds
Advanced analytical and technical skills, including sophisticated financial modeling and expert-level proficiency in Excel
Experience with M&A processes, including due diligence, valuation, and integration
Demonstrated ability to manage and prioritize multiple projects with a focus on delivering measurable results
Exceptional communication skills and executive presence suitable for board-level and senior external stakeholder interactions
Proven track record of successfully managing operational frameworks (e.g., KPIs, financial reporting)
Strong business acumen, organizational skills, and adaptability to thrive in a fast-paced environment
Professional maturity and communication skills to interface effectively with C-level executives, board members, and external senior parties
Direct experience in private equity-backed companies, particularly with portfolio company operations
Familiarity with operational methodologies like OKRs, EOS, or similar frameworks
Hands-on experience leading M&A due diligence and post-acquisition integration processes
Leadership experience in roles with increasing responsibility and scope
A passion for innovation and continuous improvement, aligned with a solution-oriented, fail-fast culture
Experience working with subscription-based business models
Compensation Range: DOE $180,000 - $200,000 USD annual salary + 25% bonus
Comprehensive benefits package, including health insurance, 401(k) matching, and more
Hybrid work model with an engaging and fast-paced environment at our client's NYC headquarters
Opportunity for career advancement into leadership roles, such as CFO in 1-2 years
Our selection process is designed to evaluate your strategic and operational acumen while ensuring a mutual fit. Steps include:
Vannin Chief of Staff Screening: 15 minute phone interview & 30 minute video interview
Case study presentation combining analytical and strategic thinking components
Panel discussion with COO/CFO to review case study and assess strategic thinking
Final interview with CEO (30-45 minutes in person)
Social meeting (dinner/breakfast) with COO/CFO outside office environment
Our client is committed to creating and maintaining a diverse and inclusive workplace where our employees can thrive and be themselves! We welcome all persons into our community. We embrace the diversity of gender, gender identity or expression, race, color, religious creed, national origin, ancestry, age, physical and mental disabilities, medical condition, genetic characteristic, sexual orientation, marital status, family care or medical leave status, military or veteran status, or perceived membership in any of these groups.
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