200+ applicants

Company

Pilot.com · 2 days ago

Principal, CFO Services

United States

Full-time

Remote

Lead/Staff

$146K/yr - $247K/yr

10+ years exp

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AccountingArtificial Intelligence (AI)

H1B Sponsor Likely

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Responsibilities

Develop and possess a subset of CFO Services opportunities across various industries and products.

Implement rigorous problem-solving to help solve clients’ most complex issues on how to grow their businesses and manage their resources

Own proactive communication with clients regularly to provide our recommendations, anticipate their challenges, and exceed expectations.

Bring the latest analytical techniques plus a deep understanding of industry knowledge to help clients develop financial models, budgets, and forecasts.

Research the latest developments and formulate insights into the clients’ industry to be a strategic partner for the clients in a scalable manner.

Be part of the world’s leading tech-enabled firm’s financial services, acting as a trusted advisor for our clients on critical financial and business decisions.

Build long-term relationships and drive superior financial returns based on unique business insights across multiple customers.

Support the development and execution of innovative go-to-market strategies by building your network within the startup ecosystem, collaborating with sales & marketing, and identifying new product opportunities for our clients.

Partner with clients to help them deliver measurable and sustainable improvements in financial and business KPIs.

Lead the preparation of key deliverables for investor discussions and board meetings, including KPI analysis, financial models, and strategic recommendations.

Oversee the ongoing management of budgets, variance reports, and rolling forecasts to ensure business plans are on track.

Identify areas of opportunity inside and outside of Pilot CFO Services and develop strategies to capitalize on them.

Lead structural improvements that influence CFO Services into the broader organization.

Ensure commitments to major initiatives are fully executed, and all loose ends are tied.

Mentor and coach junior team members, providing guidance and support to help them grow into future leadership roles.

Develop and spearhead process improvements to maximize accuracy and efficiency within Pilot’s 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.

CFO ServicesFinancial modelingBusiness strategyInvestment bankingConsultingAdvanced ExcelClient acquisitionMarket expansionTechnology sector experienceManufacturing sector experienceHealthcare sector experienceBusiness services experienceCollaboration skills

Required

10+ years of relevant finance and strategy experience, including previous experience in investment banking, consulting, or fast-growing company environments.

Experience leading go-to-market strategies or playing a key role in client acquisition, business development, or market expansion.

Advanced Excel modeling skills with the ability to own financial models end-to-end, as well as ensure their quality, timeliness, and accuracy.

Ability to operate in ambiguity, break complex situations down into smaller work units, and delegate effectively.

Highly analytical with the ability to consume, process, and prioritize large amounts of unstructured information.

Exceptional verbal and written communication skills, with the ability to translate complex data into clear and actionable insights.

Highly entrepreneurial, proactive, and able to thrive in ambiguity and fast-paced environments.

Proven ability to build strong collaborative working relationships across teams, junior members, and cross-functional partners.

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

MBA or other advanced degree preferred but not required

Exposure to technology, manufacturing, healthcare, or business services sectors, or experience leading internal functions at startups or small/medium-sized business (preferred but not required)

Benefits

Flexible vacation/time-off policy

All federal holidays are observed

Competitive benefits package including wellness benefits such as Modern 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

Glassdoor

3.3

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

Founded in 2016

San Francisco, California, USA

201-500 employees

https://pilot.com

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)