Pilot.com · 9 hours ago
Consultant, Financial Operations
United States
Full-time
Remote
Entry, Mid Level
$66K/yr - $111K/yr
2+ years expPilot.com is a company that provides dedicated finance experts to small businesses, helping them modernize their back office operations. The Consultant on the Financial Operations team will work with clients to solve operational challenges related to payroll, benefits, compliance, and financial operations, while delivering measurable improvements in business KPIs.
AccountingArtificial Intelligence (AI)Bookkeeping and PayrollFinancial ServicesFinTechProfessional ServicesSoftware
Responsibilities
Implement rigorous problem-solving to help solve clients' operational challenges on how to manage payroll, benefits, compliance, and financial operations
Own communication with clients regularly to provide our recommendations and manage expectations
Bring operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, and equity administration
Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions
Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
Keep operational projects on track with ongoing monitoring for status updates and escalation management
Support successful compliance requirements and deadlines by tracking and ensuring timely completion
Refine the strategies to address areas of opportunity within Pilot Financial Operations
Recommend and contribute to process improvements to maximize accuracy and efficiency within the Financial Operations offering
Qualification
Required
2-5+ years of relevant operational experience, including previous experience in back-office operations, startup operations, or a fast-growing company environment
Advanced Excel skills with the ability to own operational workflows end-to-end, as well as ensure their quality, timeliness, and accuracy (Notion experience a plus)
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
Preferred
Exposure to the business services sector or internal responsibilities at a small business preferred, but not required
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