Pilot.com · 1 day ago
Senior Consultant, Financial Operations
United States
Full-time
Remote
Mid, Senior Level
$80K/yr - $136K/yr
4+ years expPilot.com is a company that provides dedicated finance experts to small businesses, helping them modernize their back office operations. As a Senior Consultant on the Financial Operations team, you will assist clients in solving operational challenges and delivering exceptional results across various financial processes.
AccountingArtificial Intelligence (AI)Bookkeeping and PayrollFinancial ServicesFinTechProfessional ServicesSoftware
Responsibilities
Implement rigorous problem-solving to help solve clients' most challenging operational issues on how to scale their businesses and manage their back-office operations
Lead complex operational 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 operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, equity administration, and compliance frameworks
Research the latest developments and formulate insights into operational tools and best practices to become a strategic partner in their business growth
Be part of the world's leading tech-enabled firm's operational services, acting as a trusted partner to our clients on critical operational decisions
Build long-term client relationships and drive superior operational outcomes based on unique business insights
Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
Keep operational projects on track with ongoing monitoring, escalation management, and proactive problem-solving
Support successful compliance requirements, investor discussions, and board meetings by ensuring operational excellence and providing actionable insights
Track and evaluate key Financial Operations business initiatives, including new experiments, offerings, and process improvements
Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Financial Operations offering further
Support new product development, new strategies, and explore new partnerships to expand the Financial Operations service line
Mentor and guide junior team members, helping them navigate complex operational engagements and build their skills
Qualification
Required
4-6+ years of relevant work experience in back-office operations, startup operations, and/or operational finance at a high-growth company
Technical expertise in payroll, benefits administration, AP/AR, equity administration, or compliance
Exposure to technology or other sectors or experience leading internal functions at startups or small/medium-sized businesses
Experience working on complex operational engagements with junior team members, leading them to deliver high-quality outcomes
Advanced Excel skills, with the ability to own operational workflows 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
Preferred
Notion 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