Business Operations, Chief of Staff - UHY LLP, Certified Public Accountants : Job Details

Summary/objective

As the Chief of Staff, Business Operations for our CPA (Certified Public Accountant) firm, you will be a key member of the leadership team. This strategic role will be key in assisting leadership in optimizing the company's operations while acting as a liaison between the company and its key business partners. The Chief of Staff will also support senior management in decision-making, be hands-on in data extraction and analysis, and work closely with our Corporate Development team on Mergers & Acquisitions (M&A) to drive business growth, integration, and operational excellence.

Essential functions

Business Partner Liaison:

• Serve as the primary point of contact between the company and its key business partners.
• Foster strong relationships with external stakeholders, ensuring clear and effective communication between both parties.
• Coordinate and facilitate discussions between internal teams and business partners to align on objectives, timelines, and deliverables.

Operational Support:

• Work with the leadership team to identify and implement opportunities for process improvements and operational efficiencies.
• Support the management team by providing data-driven insights, reports, and recommendations for decision-making.
• Work cross-functionally with other departments (e.g., operations, finance, marketing, service lines, IT) to ensure smooth operations and alignment with business goals.

Data Extraction and Analysis:

• Actively extract, clean, and analyze data from various internal systems to identify trends, patterns, and areas of opportunity.
• Prepare reports and presentations for management, highlighting key findings and actionable insights.
• Utilize data to drive operational improvements and support strategic initiatives across the business.

Corporate Development and M&A Support:

• Assist in the integration of newly acquired businesses, ensuring smooth operational transitions and alignment with the company's goals.
• Provide operational due diligence support, including milestone and timeline support.

Strategy and Project Management:

• Monitor strategic projects, ensuring they are executed on time, within scope, and aligned with company objectives.
• Work closely with leadership to define strategic initiatives and monitor their successful implementation.
• Drive the development of operational KPIs and performance metrics to measure success and continuously improve operations.

Supervisory responsibilities

none

Work environment

Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

Travel required

Travel is required

Required education and experience

• Bachelor's degree in business, operations, finance, or related field
• Proven experience in business operations, or similar role, with a strong track record of working with business operations and cross-functional teams.
• Hands-on experience in data analysis, data extraction, and business intelligence tools (e.g., Excel, SQL, Power BI, Tableau).
• Strong communication and interpersonal skills, with the ability to build relationships with both internal teams and external business partners.
• Solid understanding of corporate strategy, mergers & acquisitions, and integration processes.
• Demonstrated leadership and team management skills with a focus on driving results and operational efficiency.
• Excellent problem-solving and analytical skills, with the ability to think strategically and act tactically.

Preferred education and experience

• Master's degree in business, operations, finance, or a related field
• Experience in high-growth or M&A-focused organizations.
• Familiarity with industry-specific software tools and systems.
• Experience within the CPA or professional services industry.

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.