Chief of Staff

Location:
Pleasanton, CA

Position Type:
Full-Time (In-Office)

We are seeking a dynamic and highly skilled Chief of Staff to support our leadership team and drive organizational efficiency at our Pleasanton, CA office. This full-time role is ideal for a seasoned professional with a strong background in accounting and finance, preferably with experience in a CPA firm.
As the Chief of Staff, you will serve as a strategic partner to the CEO and executive leaders, ensuring organizational goals are met effectively and efficiently. You will manage cross-functional teams, optimize workflows, and contribute to strategic decision-making processes, becoming a key driver of the company’s success.

Key Objectives

– Act as a trusted advisor to the CEO and executive team, ensuring alignment with organizational priorities.
– Enhance operational efficiency and foster a culture of collaboration and transparency.
– Manage and execute strategic initiatives to achieve company goals.

Primary Responsibilities

• Executive Support: Provide high-level support to the CEO and executive team, managing schedules, prioritizing tasks, and ensuring alignment with company objectives. Serve as a key point of contact for internal and external communications.
• Strategic Planning: Collaborate with leadership to develop and implement business strategies. Track and report on key performance indicators (KPIs) to monitor progress on critical initiatives.
• Project Management: Lead and oversee company-wide projects, ensuring timely execution and optimal resource allocation. Identify and resolve potential bottlenecks to maintain project momentum.
• Operational Efficiency: Analyze and implement process improvements to enhance productivity and streamline operations. Optimize workflows across departments to ensure alignment with business goals.
• Financial Oversight: Work closely with the finance team to analyze budgets, financial reports, and operational costs. Provide actionable recommendations to optimize financial performance and resource allocation.
• Communication and Collaboration: Act as a liaison between executives and employees, fostering a culture of transparency and collaboration. Facilitate effective communication to ensure clarity and alignment across teams.
• Event Coordination: Plan and execute key meetings, corporate retreats, and events, ensuring alignment with organizational priorities and objectives.

Qualifications

Education
– Bachelor’s degree in Accounting, Finance, or a related field required. 

Experience
– 2-4 years of relevant experience in an executive support or leadership role.
– Proven background in accounting or finance, with preference for candidates who have worked in Tax/CPA firms.

Skills
– Exceptional organizational and project management skills.
– Strong financial acumen with experience analyzing budgets and financial data.
– Excellent written and verbal communication abilities.
– Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and familiarity with accounting or ERP software.
– Leadership skills with the ability to manage cross-functional teams and handle multiple priorities effectively.

What We Offer

• Competitive Salary: Based on experience and qualifications but very competitive
• Comprehensive Benefits: Healthcare options, 401(k) retirement plan, and generous paid time off (PTO).
• Professional Growth: Opportunities to work on impactful projects and develop leadership skills in a supportive environment.
•   Dynamic Work Environment: Join a collaborative team dedicated to excellence and innovation.
  

How to Apply

If you are a driven professional with the skills and experience to excel in this role, we encourage you to apply. Please send your resume and a cover letter detailing your qualifications to hello@focusyourfinance.com.

Make your mark as a key contributor to our success! We look forward to hearing from you.