Senior Manager - CFO Services

October 7

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Pilot.com

WebsiteLinkedInAll Job Openings

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. • Together, our team delivers world-class strategic finance advice, fundraising consulting, and hands-on support for complex financial engagements. • 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. • Lead complex financial engagements often with multiple junior team members to deliver exceptional results. • Own communication with clients regularly to provide recommendations, anticipate their needs, and manage expectations. • Utilize the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts. • Research the latest developments and formulate insights into the clients’ industries to become a strategic partner in their business growth. • Be part of the world’s leading tech-enabled firm’s financial services, acting as a trusted advisor to our clients on critical financial and business decisions. • Build long-term client relationships and drive superior financial returns based on unique business insights. • Support successful investor discussions and board meetings by analyzing and tracking relevant key performance indicators and providing actionable insights.

Requirements

• 6+ years of relevant finance and strategy experience, including previous experience in investment banking, consulting, or fast-growing company environments. • Experience working on complex financial engagements with junior team members, leading them to deliver high-quality outcomes. • Exposure to technology, manufacturing, healthcare, or business services sectors, or experience leading internal functions at startups or small/medium-sized businesses (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. • Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight. • Excellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plans. • Maintain a high level of integrity in your work. • Highly entrepreneurial, proactive, and able to thrive in ambiguity and fast-paced environments. • A demonstrated ability to build strong collaborative working relationships with the immediate team, junior members, cross-functional partners, and function leads.

Benefits

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