Finance Operator - Chief of Staff

About the role

Our client, a middle market private equity firm, is seeking a highly analytical and versatile Chief of Staff/Operator to serve as a strategic partner to senior leadership. This role is ideal for a business generalist who combines strong financial acumen with operational experience and enjoys working across multiple functions to drive execution, performance, and organizational effectiveness. The Chief of Staff will help lead key business initiatives, support strategic planning efforts, improve operational processes, and provide analytical insights that enable informed decision-making. This position offers broad exposure to company leadership and the opportunity to influence both strategic and day-to-day business priorities.

Responsibilities

• Partner closely with executive leadership to drive strategic initiatives and business priorities
• Monitor company performance through financial, operational, and KPI reporting, providing actionable insights and recommendations
• Support budgeting, forecasting, business planning, and performance management processes
• Develop reporting frameworks, dashboards, and operating metrics that improve visibility into business results
• Lead cross-functional projects focused on growth, operational improvement, and organizational effectiveness
• Evaluate business opportunities, investments, and strategic initiatives through financial and operational analysis
• Identify areas for process improvement and help implement scalable solutions across the organization
• Coordinate special projects and ensure execution against key business objectives
• Assist with post-acquisition integration efforts, transformation initiatives, and change management activities when applicable
• Build relationships across functions and serve as a central point of coordination between leadership teams
• Support leadership presentations, board materials, and executive communications
• Partner with internal and external stakeholders to drive business outcomes and operational improvements

Qualifications

• Bachelor's degree required; advanced degree preferred
• 10-15 years of experience including 5+ years of experience in investment banking, management consulting, or private equity, and 5+ years of experience as an Operator or Finance leader for a growing private company.
• Strong understanding of finance, budgeting, forecasting, and business performance analysis
• Experience operating in a business, operational, strategic finance, or corporate leadership environment
• Ability to evaluate complex business situations and translate findings into actionable recommendations
• Strong project management skills with the ability to manage multiple priorities simultaneously
• Experience working directly with senior executives and influencing decision-making
• Excellent communication, presentation, and relationship-building skills
• Highly analytical with strong problem-solving and critical-thinking capabilities

Pay

$250,000 - $300,000 base salary + bonus

Schedule

New York City – 5 days onsite, plus travel required

Benefits

Eligible for discretionary bonuses and participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).