Caseware · 5 hours ago

Chief of Staff

Boston, MA

Full-time

Remote

Director/Executive

4+ years exp

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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