Associate - CFO Services

October 7

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Description

β€’ Partner with Senior Managers or Managers to help clients; β€’ Apply the latest analytical techniques plus a deep understanding of financial modeling to develop financial models, budgets, and forecasts; β€’ Communicate with clients regularly to provide insights and solve their needs; β€’ Conduct industry or company research required for customer service delivery; β€’ Keep business plans and projects on track with ongoing budget management and monitoring for variance reporting and rolling forecasts; β€’ Support successful investor discussions and board meetings by analyzing and tracking relevant KPIs; β€’ Execute strategies to address areas of opportunity within Pilot CFO Services; β€’ Implement improvements in financial and business for CFO Services KPIs; β€’ Recommend and drive process improvements to maximize accuracy and efficiency.

Requirements

β€’ 1-2 years of relevant finance and strategy experience; previous experience in investment banking, consulting, or a fast-growing company environment is a plus β€’ CPA or MBA preferred (but not required) as an alternative to the expected experience β€’ Advanced Excel modeling skills with the ability to swiftly and effectively translate ambiguity into succinct outputs β€’ Highly analytical with the ability to consume and process large amounts of information β€’ Excellent verbal and written communication skills β€’ High attention to detail and ability to deliver accurate, high-quality outputs with minimal revisions β€’ Highly entrepreneurial and able to thrive in an ambiguous, fast-paced, and cross-functional environment β€’ Strategic thinker and able to carry out rigorous problem-solving as a self-starter β€’ A proven ability to build strong collaborative working relationships with the immediate team β€’ This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA

Benefits

β€’ Flexible vacation/time-off policy β€’ All federal holidays are observed β€’ Competitive benefits package including wellness benefits such as Spring Health, Headscape, One Medical, Aaptiv and Rightway β€’ Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks β€’ 401(k) plan

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