Remote (Country)

Pilot is hiring a Manager, CFO Services

About the Role

Pilot is seeking a Manager, CFO Services to act as a trusted advisor and strategic finance consultant for startup founders and business owners. In this role, you will tackle critical financial and business strategy challenges to help clients grow and manage their finances effectively.

What You'll Do

  • 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 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.
  • 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.
  • Refine the strategies to address areas of opportunity within Pilot CFO Services.
  • Recommend and contribute to process improvements to maximize accuracy and efficiency within the CFO Services offering.

What We're Looking For

  • 2-5+ years of relevant finance and strategy experience, including previous experience in investment banking, consulting, or a fast-growing company environment.
  • 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.

Nice to Have

  • Exposure to the business services sector or internal responsibilities at a small business.

Technical Stack

  • Excel

Team & Environment

You will work with colleagues from the top tech companies, private equity, and investment banking firms. You'll also partner closely with the team and cross-functional partners.

Benefits & Compensation

  • Compensation: $129,000 - $175,000 in San Francisco, CA. + equity: Eligible for equity.
  • Flexible vacation/time-off policy.
  • All federal holidays are observed.
  • Competitive benefits package including wellness benefits such as Modern Health, Headspace, One Medical, Aaptiv and Rightway.
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks.
  • 401(k) plan.
  • Equity.
  • Health benefits.

Work Mode

This is a remote position. Candidates must be located in one of the following states: CA, GA, NY, NC, TN, TX, or WA.

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.

Required Skills
ExcelFinancial AnalysisAccountingFinancial ReportingGAAPCPACFOClient ManagementProject ManagementCommunicationLeadershipProblem SolvingFinancial ModelingBudgetingForecasting
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About company
Pilot

Pilot provides small businesses with dedicated finance experts who learn the ins-and-outs of their business, delivering accurate, consistent bookkeeping and financial management and tax services.

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Posted 3 months ago