Manager, CFO Services

Pilot.com • San Francisco, CA

281d • $103,000 - $175,000

About The Position

Every day, we do exciting work that makes a difference to startup founders and business owners. At Pilot, you will be helping clients solve critical financial and business strategy challenges. Our team works with a multitude of high-growth startup founders from different industries and stages as their trusted advisor and hands-on strategic finance consultant. As a Manager on the CFO Services team, you will work with colleagues from the top tech companies, private equity, and investment banking firms. Together, our team delivers world-class strategic finance advice and fundraising consulting. You will have endless opportunities to be a problem solver, creative thinker, and new business builder.

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

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees