Chief of Staff

Title: Chief of Staff

Compensation: $180,000 - $200,000 + Equity  

Location: Santa Ana, CA 92701 (Hybrid)  

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Email your word document resume to Hayley.h@conexusrecruiting.com and reference the subject as Chief of Staff

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Company Description:

Our SaaS client is looking for a Chief of Staff who will support the CFO and be a strategic force for the executive team. This position will be a partner to the Finance, Strategy, and Operations Teams, and be responsible for synthesizing complex data for the Board of Investors. Their ideal candidate must-have 6-10 years of experience in Investment Banking, Consulting, TAS, or Big 4/Mid-Tier Public Accounting.

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Perks:

• Great Team Environment  
• Growing Company  
• Hybrid Schedule

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Responsibilities:

• Own the creation and management of the Board package; synthesize financial and operational data to tell a clear, accurate story of the company’s health and trajectory.
• Act as the CFO’s right hand in future fundraising efforts, setting up the framework for investor decks and external-facing due diligence documents.
• Lead Integration and organization of various programs in an effort to support strategic objectives and operationalizing new business plans
• Create effective measurement tools and performance metrics to gauge the efficiency and effectiveness of internal and external processes
• Manage the cadence of investor reporting and outreach, ensuring high-profile institutional investors are kept informed and engaged.
• Support the "architecture" of the company as they scale beyond 500 employees, this includes designing operational workflows and supporting the build-out of the Legal and HR functions.
• Establish and manage the rhythm of the business, designing the cadence for internal executive meetings and external communication demands to ensure alignment.
• Serve as a liaison across the executive suite, paying special attention to the CEO, HR, Sales, and the VP of Operations to ensure strategic goals are met with tactical execution.
• Provide program management support around customer deployments ensuring the link between sales promises and operational reality is seamless.
• Tackle high-priority initiatives that fall between departments, from office expansion logistics to business development partnerships.

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Are you?

• The Storyteller: You have excellent communication skills and can synthesize complex financial and technical data into a narrative that resonates with a range of stakeholders, from engineers to billionaire investors.
• The Architect: You enjoy building frameworks where none exist. You don’t just execute processes; you design them for scale.
• The Diplomat: You can navigate a complex organization, influencing stakeholders in Sales, HR, and Operations without direct authority.
• The Analyst: You are comfortable with financial modeling, KPIs, and data analysis. You understand the rigors of the CFO’s office.

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Requirements:

• Bachelor’s degree in accounting or finance, Master’s Degree preferred
• Must-have 6-10 years of experience in Investment Banking, Consulting, TAS, or Big 4/Mid-Tier Public Accounting  
• SaaS/Software/Technology industry is preferred
• Ability to work collaboratively across multiple teams, business leaders, and external agencies to maximize performance, creativity, problem solving, and results

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Email your word document resume to Hayley.h@conexusrecruiting.com and reference the subject as Chief of Staff