Manager - CFO Services

October 7, 2024

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Pilot.com

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Pilot. com is a leading provider of back-office services for startups and small businesses in the United States. Specializing in bookkeeping, CFO services, and tax preparation, Pilot. com offers tailored financial solutions to help businesses establish a strong financial foundation and achieve sustainable growth. Their expertise extends to various industries, including consumer goods, retail, and professional services. With a team of over 250 US-based accountants and finance specialists, Pilot. com is dedicated to delivering scalable and tech-forward solutions, ensuring seamless integration with existing business tools. They are renowned for their deep industry knowledge and commitment to client success.

51 - 200 employees

💸 Finance

🤝 B2B

☁️ SaaS

📋 Description

•Every 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. •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. •This 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 finances. •Own communication with clients regularly to provide our recommendations and manage expectations. •Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts. •Be part of the world’s preeminent financial services tech-enabled firm - a trusted advisor for our clients on their most important financial and business decisions. •Partner with clients to help them deliver measurable and sustainable improvements in financial and business KPIs. •Keep business plans and projects on track with ongoing budget management and monitoring for variance reporting and rolling forecasts. •Support successful investor discussions and board meetings by analyzing and tracking relevant KPIs.

🎯 Requirements

•2-5+ years of relevant finance and strategy experience, including previous experience in investment banking, consulting, or a fast-growing company environment •Exposure to the business services sector or internal responsibilities at a small business preferred, but not required •Advanced Excel modeling skills with the ability to own financial models end-to-end, as well as ensure their quality, timeliness, and accuracy •Highly analytical with the ability to consume, process, and prioritize large amounts of unstructured information •Excellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plans •Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight •Maintain a high level of integrity in your work •Highly entrepreneurial, proactive, and able to thrive in ambiguity and fast-paced environment •A proven ability to build strong collaborative working relationships with the immediate team, cross-functional partners, and function leads •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

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