President/COO

Job title: President/COO in Chicago, IL at Embarc Advisors

Company: Embarc Advisors

Job description: Imagine being part of an organization that inspires you to do your best work, that allows you to refine and expand your skillset, that prioritizes your professional growth, that embraces your ideas and generously rewards your contributions - a place where leaders are determined to foster a culture that does not burn out their exceptional team. Imagine joining Embarc Advisors.About Embarc AdvisorsFounded by a former Goldman Sachs investment banker and McKinsey & Co. consultant who was eager to disrupt the status quo, Embarc Advisors delivers the highest quality advice across M&A, capital raise, outsourced corporate development, and strategic CFO services. Our innovative mode of delivery supports clients through each stage of the company lifecycle. As we are not a transaction-fee based business, we don't have to worry about league table credits; rather our focus is on helping our clients wherever they need us ensuring their continued success.As an accomplished group of corporate finance experts with backgrounds in investment banking, private equity, consulting, investment management and strategic finance / FP&A, we are uniquely positioned to provide 360-degree support on the full spectrum of corporate finance needs. Recently, we have successfully closed multiple merger and acquisition (M&A) transactions, executed capital raises from early-stage seed to $100M+ growth equity rounds, and supported the sustainable, profitable growth of several companies as their strategic CFO team.Our firm has grown substantially and continues to grow at a brisk and intentional pace. Externally, our goal is to deliver the highest quality corporate finance expertise that was previously only accessible to Fortune 500 companies, to all types of companies. Internally, our goal is to create an environment where everyone enjoys their work and is provided with a fulfilling experience, career development, and team bonding. We are diversified across various industry sectors (from technology, consumer retail to industrial) and service lines (M&A, capital raise and CFO services). The diversified nature of our business model has proven resilient even in the current economic environment and we continue to grow profitably with no external funding.Embarc Intro Deck here:Role OverviewTitle: President/COOJob Type: Full timePosition Location: Remote with a strong preference to be located near the San Francisco area and/or the ability to undertake frequent travel to the Bay Area.We are looking for an experienced President/COO to join our leadership team and propel our organization forward. This individual will be responsible for initiating and implementing systems and plans that bring clarity to the essential components of a successful, vision-driven company.The President/COO will serve as the cohesive force within the organization, seamlessly integrating major business functions such as deal execution, marketing, sales, and business development. This role is pivotal in translating overarching ideas into actionable plans and ensuring that daily operations align with long-term growth objectives.A successful hire would drive accountability, expectations, and culture that enable the firm to achieve its goal.Key Responsibilities:

• Strategic Planning & Execution

• Act as the key link between the Visionary and the leadership team, ensuring strategic visions are executed
• Create a comprehensive 5-year business plan to achieve goals, milestones, and individualized targets
• Own the company's operating plan and ensure progress on Rocks and KPIs
• Identify and implement key metrics for tracking, demonstrating effectiveness in metric selection and tenacity in execution based on the business plan
• Be hands-on in enacting key changes and solving problems for the business, employees, and clients
• Facilitate quarterly and annual planning sessions using the EOS Process

• Communication & Alignment

• Ensure consistent messaging and alignment throughout the organization
• Align employee motivations and incentives with Embarc's success through detailed metrics and cultural values
• Foster a healthy, functional, and cohesive leadership team
• Lead the senior management team, holding them accountable and removing obstacles to their success
• Ensure adherence to core processes and create communication plans for seamless integration

• Leadership Team Management

• Drive the execution of the Visionary's vision by aligning all departments and holding them accountable for results
• Lead, manage, motivate and mentor the current and future leaders across operations, execution, and client-facing roles
• Ensure the right people are in the right seats, using the EOS tools
• Serve as the cultural and operational anchor, fostering cross-functional alignment
• Identify, prioritize, and resolve critical issues, demonstrating the ability to address high-impact conflicts and drive timely resolutions

• Daily Operational Execution

• Oversee daily operations and develop major operational functions and projects, ensuring alignment with strategic objectives
• Drive consistency and scalability through process documentation and improvement
• Report on business performance metrics and drive improvements
• Ensure alignment towards common goals and budget adherence
• Facilitate smooth collaboration processes, ensuring predictability in leadership intervention and autonomy
• Solve issues quickly and effectively, fostering a culture of problem-solving

Key Competencies & Characteristics:

• Strong strategic thinking and execution capabilities in a fast-paced, dynamic, and entrepreneurial environment.
• High emotional intelligence with excellent interpersonal and communication skills.
• Willingness to develop a deep understanding of Corporate Development, M&A and Investment Banking workflows, Strategic Finance requirements, client service, and Business Development cycles
• Exceptional organizational and leadership skills, modeling a mission-driven and hard-working attitude to inspire the firm
• Disciplined, focused, and results-driven, yet creative in finding solutions and metrics for continued improvement and target achievement.

Experience & Qualifications:

• Proven experience in a President/COO, General Manager, or similar leadership role.
• Strong track record of operational, organizational, and team leadership excellence.
• Experience driving BD or marketing success in a services-based environment.
• Detail-oriented and process-focused with strong financial acumen.
• Proven ability to resolve conflicts and make tough decisions.
• Bachelor's or Master's degree in finance, economics, social science, mathematics, or business preferred.

Success Metrics:

• Revenue and deal pipeline growth
• Leadership team performance and accountability
• Achievement of Rocks and business goals
• Operational efficiency and consistency
• Healthy company culture and team alignment
• Clear communication and execution of the Visionary's direction

Embarc and EOS:Embarc operates according to the EOS® (Entrepreneurial Operating System) platform. We use a proven set of tools and processes to create clarity, accountability, and traction across our entire organization. EOS helps us align around a shared vision, track measurable progress, solve issues quickly, and ensure that the right people are in the right seats. Our team meets regularly using structured meeting cadences and operates with a strong emphasis on transparency, ownership, and results. To learn more about EOS®, .Why Join The Embarc Team?Diverse experience is a hallmark of the Embarc experience: we work across a broad range of project types, including strategic CFO advisory, capital raise, and M&A. Our clients span various industries - technology, media, CPG, business services, consumer goods, industrial, PE/VC, and more.We offer:

• A dynamic environment of a fast-growing startup, allowing you to make a significant impact across all aspects of our organization.
• High-octane experience of an advisory firm
• Opportunity to work with highly-skilled individuals from diverse backgrounds
• An environment where each team member can grow at their own pace and take on a variety of roles to round out their skillset
• Exposure to startup environments, at the senior management level, without the inherent risk of "putting all of your chips" on a single startup
• A tight-knit culture, focused on fostering psychological safety and taking 100% responsibility
• The opportunity to share on the upside
• 100% remote work

Our benefits include:

• Competitive compensation, plus a semi-annual performance bonus
• 401K with immediately vested match
• Full medical, dental, and vision benefits
• Unlimited vacation time
• Paid sick leave
• Bi-annual offsites
• Short-term disability insurance

Expected salary:

Location: Chicago, IL

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