Manager, CFO Services @ Pilot.com | Jobright.ai
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Pilot.com · 1 day ago

Manager, CFO Services

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AccountingArtificial Intelligence (AI)
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Responsibilities

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 our 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
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
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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Finance experienceAdvanced Excel modelingFinancial modelingInvestment banking experienceConsulting experienceCollaboration skills

Required

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

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, Headspace, One Medical, Aaptiv and Rightway
Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
401(k) plan

Company

Pilot.com

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Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses.

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
2023 (3)
2022 (3)
2021 (6)
2020 (1)

Funding

Current Stage
Growth Stage
Total Funding
$172.1M
Key Investors
Akkadian VenturesIndex Ventures
2022-01-01Series Unknown
2021-06-01Secondary Market
2021-01-26Series C· $110.5M

Leadership Team

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Jessica McKellar
Founder and CTO
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Paul Jun
Chief Financial Officer and Head of Comms
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Company data provided by crunchbase
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