Chief of Staff

Posted 23 Days Ago
New York City, NY
In-Office
150K-190K Annually
Mid level
Financial Services
The Role
The Chief of Staff will partner with the CEO and leadership to drive strategic initiatives, ensure cross-functional alignment, and execute critical projects while managing communications and decision-making processes.
Summary Generated by Built In

About the Role

We are seeking a Chief of Staff to partner closely with our CEO and leadership team as we scale the company. This role sits at the intersection of strategy, execution, and communication - designed for someone who thrives in ambiguity, moves quickly, and can translate high-level priorities into concrete action. The Chief of Staff acts as a force multiplier for the CEO, owning critical initiatives, driving cross-functional alignment, and ensuring the company stays focused on what matters most. This is a highly visible role with broad exposure across the entire business, offering direct partnership with senior leadership on the company's most important challenges. Team members residing within the New York City metropolitan area must maintain a minimum on-site presence of three days per week.

Key Responsibilities

Serve as a strategic partner to the CEO, helping prioritize time, decisions, and initiatives while preparing for key meetings with board members, investors, partners, and executives.

  • Lead high-impact, cross-functional initiatives from concept through execution, translating company strategy into clear goals, milestones, and operating plans

  • Drive the operating cadence including OKRs, quarterly planning, and executive offsites while ensuring alignment across Product, Engineering, GTM, Finance, and Operations

  • Build and maintain dashboards and metrics that inform leadership decisions, conducting ad-hoc analysis on strategic questions related to market, product, financial, and operational matters

  • Facilitate effective leadership meetings with clear agendas and follow-through, improving internal communication and information flow across the company

  • Own and execute special projects that don't neatly fit into one function, stepping in where the business needs leverage most at any given time

Experience

  • 4-6 years of experience in a fast-paced environment such as startup, consulting, banking, or venture capital

  • Strong business judgment with proven ability to operate at both strategic and tactical levels while leading cross-functional initiatives without formal authority

  • Exceptional written and verbal communication skills with the ability to synthesize complex information into clear recommendations

  • Highly organized, detail-oriented, and execution-focused with comfort working directly with senior executives, board members, and external partners

  • High integrity, discretion, and sound judgment when handling confidential matters (bonus: experience in fintech or financial services, modeling proficiency, experience with AI tooling, or ability to write code)

About april

april is the only embedded, year-round tax platform built to power smarter financial decisions. From filing to planning to onboarding, april's white-labeled tools bring real-time tax intelligence into the platforms people already use, helping users understand the impact of every paycheck, equity transaction, or income shift, and stay on top of tax payments throughout the year. Built to handle even the most complex tax situations, april's AI-powered tax engine ingests data directly from partner apps to deliver accurate outcomes in record time—making tax planning and filing more connected, contextual, and accessible than ever. With API-first infrastructure and seamless data integrations, april helps partners deliver more value, deepen loyalty, and turn taxes into a strategic edge—for their clients and their business.

Top Skills

Ai Tooling
Financial Services
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The Company
New York, New York
63 Employees
Year Founded: 2021

What We Do

Integrating intelligent tax experiences wherever people make financial decisions.

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