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Daylen Osmer
Mid-level Chief of Staff and operations professional specializing in financial services
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About
Former military professional who transitioned into finance and operations, then took on leadership responsibilities in a Series B AI tax SaaS company and later PMO/regulatory initiatives at Wafra. Brings a blend of finance, compliance, audit readiness, and cross-functional program execution, with experience managing distributed teams and modernizing paper-based processes into controlled digital workflows.
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Key Strengths
- finance leadership at a Series B AI tax SaaS startup
- managed teams across two countries and multiple US offices
- built operating cadence with weekly team meetings and Monday 1:1s
- drove cost-control initiatives through vendor audit and T&E policy redesign
- strong cross-functional work with legal and compliance
- PMO leadership on digitizing carried interest workflows
- handled stakeholder alignment and scope creep with mockups and feedback loops
- integrated HR systems and data warehouse inputs into a new application
- structured SEC mock audit readiness efforts using Smartsheet tracking
- prioritized high-risk dependencies to unblock teams
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