Pilot.com · 1 day ago
Associate, CFO Services
United States
Full-time
Remote
Entry Level
$91K/yr - $155K/yr
1+ years expPilot.com is a company that helps startup founders and business owners solve critical financial and business strategy challenges. As an Associate on the CFO Services team, you will provide strategic finance advice and fundraising consulting while collaborating with colleagues from top tech companies and financial firms.
AccountingArtificial Intelligence (AI)Bookkeeping and PayrollFinancial ServicesFinTechProfessional ServicesSoftware
Responsibilities
Partner with Senior Managers or Managers on the team to help our clients:
Apply the latest analytical techniques plus a deep understanding of financial modeling to develop financial models, budgets, and forecasts for our clients
Communicate with clients regularly to provide our insights and solve their needs
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
Conduct industry or company research required for customer service delivery
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
In partnership with the team and cross-functional partners, you will also:
Execute the strategies to address areas of opportunity within Pilot CFO Services
Implement improvements in financial and business for CFO Services KPIs
Recommend and drive process improvements to maximize accuracy and efficiency within our offering
Qualification
Required
1-2 years of relevant finance and strategy experience; previous experience in investment banking, consulting, or a fast-growing company environment is a plus
Advanced Excel modeling skills with the ability to swiftly and effectively translate ambiguity into succinct outputs
Highly analytical with the ability to consume and process large amounts of information
Excellent verbal and written communication skills
High attention to detail and ability to deliver accurate, high-quality outputs with minimal revisions
Highly entrepreneurial and able to thrive in an ambiguous, fast-paced, and cross-functional environment
Strategic thinker and able to carry out rigorous problem-solving as a self-starter
A proven ability to build strong collaborative working relationships with the immediate team
This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA
Preferred
CPA or MBA preferred (but not required) as an alternative to the expected experience
Benefits
Flexible vacation/time-off policy
All federal holidays are observed
Competitive benefits package including wellness benefits such as Spring Health, Headscape, One Medical, Aaptiv and Rightway
Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
401(k) plan
Company
Pilot.com
Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses.
201-500 employees
H1B Sponsorship
Pilot.com has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (61)
2024 (18)
2023 (21)
2022 (31)
2021 (11)
2020 (1)
Funding
Current Stage
Growth StageTotal Funding
$172.1MKey Investors
Akkadian VenturesIndex Ventures
2022-01-01Series Unknown
2021-06-01Secondary Market
2021-01-26Series C· $110.5M
Leadership Team
Jessica McKellar
Founder and CEO
Recent News
2025-12-18
SV Angel
2025-12-01
Company data provided by crunchbase