Manager, CFO Services

The following information provides an overview of the skills, qualities, and qualifications needed for this role.The RoleEvery day, we do exciting work that makes a difference to startup founders and business owners. At Pilot, you will be helping clients solve critical financial and business strategy challenges. Our team works with a multitude of high-growth startup founders from different industries and stages as their trusted advisor and hands-on strategic finance consultant.As a Manager on the CFO Services team, you will work with colleagues from the top tech companies, private equity, and investment banking firms. Together, our team delivers world-class strategic finance advice and fundraising consulting. You will have endless opportunities to be a problem solver, creative thinker, and new business builder.That's life at Pilot. It could be for you.Key ResponsibilitiesThis is a high-impact role working directly with our clients to:Implement rigorous problem-solving to help solve clients' most challenging issues on how to grow their businesses and manage their financesOwn communication with clients regularly to provide our recommendations and manage expectationsBring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecastsBe part of the world's preeminent financial services tech-enabled firm - a trusted advisor for our clients on their most important financial and business decisionsPartner with clients to help them deliver measurable and sustainable improvements in financial and business KPIsKeep business plans and projects on track with ongoing budget management and monitoring for variance reporting and rolling forecastsSupport successful investor discussions and board meetings by analyzing and tracking relevant KPIsIn partnership with the team and cross-functional partners, you will also:Refine the strategies to address areas of opportunity within Pilot CFO ServicesRecommend and contribute to process improvements to maximize accuracy and efficiency within the CFO Services offeringAbout YouWe are looking for people who demonstrate these aspects:2-5+ years of relevant finance and strategy experience, including previous experience in investment banking, consulting, or a fast-growing company environmentAdvanced Excel modeling skills with the ability to own financial models end-to-end, as well as ensure their quality, timeliness, and accuracyHighly analytical with the ability to consume, process, and prioritize large amounts of unstructured informationExcellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plansExceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversightMaintain a high level of integrity in your workHighly entrepreneurial, proactive, and able to thrive in ambiguity and fast-paced environmentA proven ability to build strong collaborative working relationships with the immediate team, cross-functional partners, and function leadsThis position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WAAbout PilotPilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.Pilot has over 1,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion -Meet Fintech's Newest Unicorn.Why Pilot?We invest in our employees' development and happiness because our employees are the keys to our success and ensuring happy customersThe opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).Flexible vacation/time-off policyAll federal holidays are observedCompetitive benefits package including wellness benefits such as Spring Health, Headspace, One Medical, Aaptiv and RightwayParental leave for birthing or non-birthing parents - 100% pay for 12 weeks401(k) planThe base pay range target for the role seniority described in this job description is $103,000 - $175,000 in most remote locations, and between $129,000 - $175,000 in San Francisco, CA and New York City, NY. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot'srecruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policyhere.#J-18808-Ljbffr

Created: 2024-11-06