Chief of Staff

• Collaborate with the CEO to execute and advance the company's strategic vision, ensuring alignment across departments and functions.
• Translate the vision into actionable plans, initiatives, and metrics, and communicate that vision to the company and externally as needed.
• Lead the annual strategic planning process along with the CEO and members of the management team.
• Drive operational efficiency in line with strategic value creation initiatives and growth goals by identifying areas for improvement, implementing best practices, and optimizing processes to enhance productivity and profitability.
• Partner with business unit leaders to develop and execute a comprehensive technology and automation enablement agenda across the core client services business.
• Serve as a liaison between the CEO and the leadership team, fostering effective communication and alignment of goals and initiatives.
• Own the facilitation and execution of leadership team meetings and monthly business reviews, setting agendas, tracking action items, and ensuring accountability across the organization.
• Work closely with the entire leadership team to ensure alignment and drive key initiatives.
• Establish key performance indicators (KPIs) and metrics to track progress against strategic objectives, identify trends and opportunities across sales, marketing and financial performance and provide insights to the CEO and leadership team.
• Lead the planning and execution of M&A activities, including due diligence, integration planning, and execution in collaboration with the Brydon investment team.
• Work with legal, financial, and operational teams to ensure successful M&A transactions and subsequent integrations.
• Develop and implement strategies to maximize the value of acquisitions.
• Provide insights and recommendations based on financial data to support strategic decision-making.
• Provide direct support to the CEO, including preparing for and running key team and cross-functional meetings such as leadership meetings, monthly business reviews, board meetings, and occasional off-sites/on-sites.
• Prepare compelling presentations and memos, ensuring clear and effective communication across all levels of the company.

Chief of Staff

Chief of Staff – Senior