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Pilot.com · 1 day ago

Senior Manager, CFO Services

United States

Full-time

Remote

Mid, Senior Level

$125K/yr - $211K/yr

6+ years exp

Pilot.com is a company that provides dedicated finance experts to small businesses, helping them navigate financial challenges. The Senior Manager, CFO Services role involves working with clients to solve complex financial issues and deliver strategic finance advice while managing a team and building long-term client relationships.

AccountingArtificial Intelligence (AI)Bookkeeping and PayrollFinancial ServicesFinTechProfessional ServicesSoftware

No H1B

Responsibilities

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 forecast inventory planning

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

Partner with clients to help them deliver measurable and sustainable improvements in financial and business KPIs, including inventory movement from raw materials to finished goods

Keep business plans and projects on track with ongoing budget management, variance reporting, and rolling forecasts

Support successful investor discussions and board meetings by analyzing and tracking relevant key performance indicators and providing actionable insights

Track and evaluate key Manufacturing CFO Services business initiatives, including new experiments, offerings, and promotional campaigns

Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Manufacturing CFO Services offering further

Mentor and guide junior team members, helping them navigate complex financial engagements and build their skills, especially in the manufacturing space

Qualification

Investment BankingStrategic FinanceFinancial ModelingAdvanced ExcelAccounting for ManufacturingAnalytical SkillsEntrepreneurial MindsetCommunication SkillsAttention to DetailTeam Leadership

Required

6+ years of relevant work experience in investment banking and/or strategic finance at a high-growth company

Technical expertise in accounting or finance for manufacturing companies & inventory movement is a plus

Exposure to technology or healthcare sectors or experience leading internal functions at startups or small/medium-sized businesses

Has an interest in exploring other industries given the partial generalist expectations

Experience working on complex financial engagements with junior team members, leading them to deliver high-quality outcomes

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 ambiguous 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

This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA