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Pilot.com logo
Pilot.com

Get your finances right with Pilot.

Manager, CFO Services

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteMid LevelTeam 51-200H1B SponsorCompany SiteLinkedIn

Location

California + 5 moreAll locations: California | New York | North Carolina | Tennessee | Texas | Washington

Posted

22 days ago

Salary

$103K - $175K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Manager, CFO Services

Pilot.com

• 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

Job Requirements

  • 2-5+ years of relevant finance and strategy experience, including previous experience in investment banking, consulting, or a fast-growing company environment
  • Exposure to the business services sector or internal responsibilities at a small business preferred, but not required
  • 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

Benefits

  • 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
  • Flexible vacation/time-off policy
  • All federal holidays are observed

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