Chief of Staff @ Caseware | Jobright.ai
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Caseware · 8 hours ago

Chief of Staff

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AccountingInformation Technology

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Responsibilities

Act as an extension of our CEO, David Osborne, in meetings, while working closely with the leadership team(s) to ensure priorities are optimized and operational targets are being met.
Prepare the CEO and leadership team in advance of critical internal and external meetings.
Part of the Senior Leadership Team (SLT), ensuring there are clear deliverables, effective communication and redirecting focus in alignment with executive team where necessary to achieve success.
Report on roadmap prioritization and progress to ensure key milestones and metrics are reported, tracked and reviewed appropriately.
Part of the M&A team, working pre and post acquisitions. Manage these critical investments by creating integration plans and ensuring these are well planned, communicated and completed cross functionally.
Building and presenting executive presentations for internal and external stakeholders, as applicable.
Build trust amongst all the executive leaders and act as advisor on key issues, productivity and suggest ways to optimize overall operations.
Actively involved in key client meetings, BoD meetings and internal strategic planning meetings, occasionally acting as an extension of CEO when he can’t be present.
If applicable, working with data room to manage internal documents.

Qualification

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Management consultingOperationsFinanceMergersAcquisitionsFinancial analysisBusiness modelingExecutive communication

Required

Have at least 4-5 years of experience as management consultant or relevant work experience
Have experience working with the executive and board levels for tech / software companies, or related experience
Have experience with due diligence through mergers and acquisitions, to include integrations
Demonstrated ability in gathering, analyzing and presenting financial plans and forecasts
Are detail oriented and eye toward polished business modelling and strong communication and presentation skills
Demonstrate a high sense of maturity and urgency and can prioritize effectively
Set examples of ethics, our company values and respect confidentiality

Preferred

3+ years within an organization focused on strategy, operations and finance
Preference for an MBA or the relevant business experience

Company

Caseware

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CaseWare helps accounting firms, governments and corporations manage audit and financial reporting processes efficiently and with less risk.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Hg
2020-10-27Private Equity

Leadership Team

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David Osborne
Chief Executive Officer
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Danielle Supkis Cheek
Vice President, Head of Analytics & AI
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Company data provided by crunchbase
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