Associate, CFO Services

September 5

🏄 California – Remote

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🗽 New York – Remote

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+4 more states

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💵 $91k - $155k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

Apply Now
Logo of Pilot.com

Pilot.com

Finance • B2B • SaaS

Pilot. com is a leading provider of back-office services for startups and small businesses in the United States. Specializing in bookkeeping, CFO services, and tax preparation, Pilot. com offers tailored financial solutions to help businesses establish a strong financial foundation and achieve sustainable growth. Their expertise extends to various industries, including consumer goods, retail, and professional services. With a team of over 250 US-based accountants and finance specialists, Pilot. com is dedicated to delivering scalable and tech-forward solutions, ensuring seamless integration with existing business tools. They are renowned for their deep industry knowledge and commitment to client success.

51 - 200 employees

💸 Finance

🤝 B2B

☁️ SaaS

📋 Description

• Partner with Senior Managers or Managers to develop financial models, budgets, and forecasts • Communicate with clients regularly to provide insights and solve their needs • Conduct industry or company research required for customer service delivery • 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 • Execute strategies to address areas of opportunity within Pilot CFO Services • Implement improvements in financial and business KPIs for CFO Services • Recommend and drive process improvements to maximize accuracy and efficiency

🎯 Requirements

• 1-2 years of relevant finance and strategy experience • Previous experience in investment banking, consulting, or a fast-growing company environment is a plus • CPA or MBA preferred (but not required) as an alternative to the expected experience • Advanced Excel modeling skills • Highly analytical with the ability to consume and process large amounts of information • Excellent verbal and written communication skills • High attention to detail and ability to deliver accurate, high-quality outputs with minimal revisions • Highly entrepreneurial and able to thrive in an ambiguous, fast-paced, and cross-functional environment • Strategic thinker and able to carry out rigorous problem-solving as a self-starter • A proven ability to build strong collaborative working relationships with the immediate team • Must be eligible to work remotely in the United States and reside in one of the following states: CA, GA, NY, NC, TN, TX, WA

🏖️ 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 • Equity (eligible for full-time regular positions)

Apply Now

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