Microsoft · 1 day ago
Chief of Staff - Financial Services
United States
Full-time
Remote
Director/Executive
$131K/yr - $277K/yr
8+ years expMicrosoft is seeking a Chief of Staff - Financial Services (FSI) to oversee the daily operations of the business on behalf of a leader. This role involves managing business continuity, driving strategy execution, and facilitating communication across the organization, while also focusing on team culture and health.
Agentic AIApplication Performance ManagementArtificial Intelligence (AI)Business DevelopmentDevOpsInformation ServicesInformation TechnologyManagement Information SystemsNetwork SecuritySoftware
Responsibilities
As appropriate, leads and executes plans in coordination with program managers to ensure continuation of business at all times, including in adverse conditions in accordance with corporate guidance
When needed, ensures checks and balances are in place for the team to ensure Microsoft's best interest with regard to strategic partnerships necessary for continuity of business
May coordinate with program managers to strategize and develop business continuity plans with Microsoft corporate Crisis Management and Business Continuity teams
Leads strategy execution in partnership with the leadership team across the organization
Shares priorities with leaders to negotiate appropriate level of involvement on initiatives to drive execution of top priorities
Leads and oversees partnerships and processes to ensure alignment, reviews process execution and performance to ensure results align with business priorities, mutual commitments, and scorecard needs
Leverages knowledge of the business to drive the execution of leader's and business's strategic goals
Defines and sets expectations for effective practices for organizational strategy execution within existing businesses, advocating for and presenting clear and compelling business cases to senior leadership and partners
Contributes to organizational design conversation and drives successful implementation of organizational plans and strategies (e.g., translates high-level strategic plans into concrete execution)
Establishes key indicators of success in alignment with strategy to streamline business strategy execution
Works across the organization to report against and adjust targets if necessary
Directs their team's oversight of corporate governance and performance management by providing insight and guidance into prioritizing and monitoring forward-looking indicators, sharing progress with senior leadership and evangelizing effective practices
Facilitates strategy initiatives, working with senior leaders and creating clarity in ambiguous situations to focus on key priorities and decisions for leaders across the organization to drive outcomes
Drives business direction and accountability for the leadership team and organization in executing core business activities in alignment with corporate planning processes across the broader organization
Drives the architecture, development, and execution of the rhythm of business (RoB) and business review cadence aligned to the scope and complexity of the business
Uses strategy plans to inform structure of RoB, business reviews, and business insights to predict and enable achievement of key business outcomes
Informs direction for processes related to adherence to privacy and compliance and defines expectations and goals for the team and organization in executing core business activities
Serves as a point of contact while understanding the business status and industry trends
Collaborates with partners, leaders, and key stakeholders to develop plans and articulate benefits of partnerships and how they provide mutual value
Defines expectations for and evolves content to enable realization of business outcomes and demonstrate how plans will provide and achieve high-impact business value (e.g., executive-level recognition) for partners and the company
Leverages knowledge of organizational strategy and planned deliverables for the upcoming year(s) to design complex budgets and works in partnership with Finance to approve budgets and develop long-term forecasting plans in partnership with the leadership team
Oversees the tracking of financial progress to date against budget and manages complex budgets and negotiation
Works with senior leadership to establish clear principles and/or guidelines for budgeting and forecasting and identifies actions that can be taken to course-correct and drive performance improvement
Anticipates business challenges based on forecasts and larger organizational circumstances
Contributes knowledge to strategic investment decisions and leads efforts to optimize and adjust budget where needed
Directs partnerships with Procurement team to coordinate future resources and with leaders regarding resource management planning
Ensures that spend remains within budget and that the leader is aligned on the headcount and budget strategy
May lead executive-level communication with a variety of internal audiences to ensure alignment with business priorities
Develops content and messaging to articulate the team's mission, key projects, organizational/company strategy, and vision on behalf of the leader
Proactively seeks out relevant content (e.g., security requirements, priorities, and/or updates) to communicate to the organization
Guides tactical response to crisis situations
Optimizes the leader's time by structuring the communication strategy for the business and organizing the daily communications of the leader
Performs triage and may ghostwrite and perform executive-level communication with a variety of audiences on behalf of the leader to expedite leader's time
Serves in the absence of the leader as needed to share their goals, objectives, and vision
Serves as a thought leader and trusted advisor to the leader in multiple areas (e.g., setting key goals, priorities, and definitions; culture and health; industry/business knowledge)
Synthesizes insights and leverages expertise to influence the leader, leadership team, and organization
Oversees content creation within the organization and, at times, within the industry
Strategically directs the development of comprehensive audit frameworks for Teams and SharePoint memberships, shareable and expiring links, and documentation storage practices, ensuring organization-wide compliance with confidentiality and sensitivity parameters
Leads in conjunction with stakeholders and the leadership team on multiple workstreams (e.g., workforce planning, culture, business health)
Advises senior leaders and key external stakeholders on industry and company insights as a key partner
Builds and cultivates relationships at scale for the business while using understanding of stakeholder needs to ensure the optimal use of leaders' time
Leverages key partnerships to drive the agenda for the leadership team and ensures follow up
Provides direction for criteria used to break down complex information into actionable steps for stakeholders
Creates alignment within partnerships by providing an objective point of view, ensuring all voices are heard, synthesizing ideas, and creating an action plan
Acts as a proxy for the leader
Carries out related reporting and exception management as required
May organize executive visits, including global events with customers and/or partners
Drives team culture and health for the leader by getting a pulse on organizational health to enable a healthy scorecard for the organization
Champions and influences culture initiatives aligned to defined People Strategy, connecting leaders and teams to One Microsoft Diversity and Inclusion (D&I) plan resources and guidance
Partners with Human Resources (HR), leader, and business management community on best ways to apply company guidance, accelerate progress related to culture and inclusion, and define communications and action plans for the organization in response to employee signals
Capitalizes on team strengths and identifies development areas, strategizing, planning, and directing execution of trainings
Tracks the use of role-based compliance trainings and new required trainings (e.g., security)
Drives the training completion rates
Drives cross-team projects as needed to meet the changing business environment and to manage complex business needs
Leads strategic innovation and experimentation
Creates clarity on ambiguous projects and develops plan for execution
Leads project/program management to ensure organization-wide implementation of strategic efforts that require hands-on coordination across multiple disciplines and business organizations
Embody our Culture and Values
Qualification
Required
Bachelor's Degree in relevant field (e.g., Liberal Arts, Business Administration, Management, Computer Science) AND 8+ years experience in financial management, business planning, operations management, strategy, project management, human resources or business-related roles OR equivalent experience
Preferred
Master's Degree in relevant field (e.g., Liberal Arts, Business Administration, Management, Computer Science) AND 12+ years experience in financial management, business planning, operations management, strategy, project management, human resources, or business-related roles OR Bachelor's Degree in relevant field (e.g., Liberal Arts, Business Administration, Management, Computer Science) AND 15+ years experience in financial management, business planning, operations management, strategy, project management, human resources, or business-related roles OR equivalent experience
5+ years people management experience
Software Sales experience
Experience navigating complex matrix organization
Benefits
Certain roles may be eligible for benefits and other compensation.
Company
Microsoft
Microsoft is a software corporation that develops, manufactures, licenses, supports, and sells a range of software products and services.
10001+ employees
H1B Sponsorship
Microsoft has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9192)
2024 (9343)
2023 (7677)
2022 (11403)
2021 (7210)
2020 (7852)
Funding
Current Stage
Public CompanyTotal Funding
$1MKey Investors
Technology Venture Investors
2022-12-09Post Ipo Equity
1986-03-13IPO
1981-09-01Series Unknown· $1M
Leadership Team
Satya Nadella
Chairman and CEO
Vukani Mngxati
Chief Executive Officer - Microsft South Africa
Recent News
2026-01-16
Morningstar.com
2026-01-16
Company data provided by crunchbase