Job Description

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.

Chief of Staff Role

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).

Responsibilities

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

Mergers & Acquisitions (M&A) - 33%

• 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

Strategic Operations - 33%

• 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

Minimum Qualifications

• 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

Preferred Skills & Attributes

• 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 $150,000 - $200,000 USD annual salary + 25% bonus

Why Work for Our Client?

• 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

What to Expect from Our Selection Process

Our selection process is designed to evaluate your strategic and operational acumen while ensuring a mutual fit. Steps include:

1. Vannin Chief of Staff Screening: 15 minute phone interview & 30 minute video interview

2. Case study presentation combining analytical and strategic thinking components

3. Panel discussion with COO/CFO to review case study and assess strategic thinking

4. Final interview with CEO (30-45 minutes in person)

5. 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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