Senior Consultant, Financial Operations

November 21

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

+4 more states

🏄 California – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $80k - $136k / year

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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Pilot.com

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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

• Implement rigorous problem-solving to help solve clients' most challenging operational issues on how to scale their businesses and manage their back-office operations • Lead complex operational engagements often with multiple junior team members to deliver exceptional results • Own communication with clients regularly to provide recommendations, anticipate their needs, and manage expectations • Utilize operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, equity administration, and compliance frameworks • Research the latest developments and formulate insights into operational tools and best practices to become a strategic partner in their business growth • Be part of the world's leading tech-enabled firm's operational services, acting as a trusted partner to our clients on critical operational decisions • Build long-term client relationships and drive superior operational outcomes based on unique business insights • Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs • Keep operational projects on track with ongoing monitoring, escalation management, and proactive problem-solving • Support successful compliance requirements, investor discussions, and board meetings by ensuring operational excellence and providing actionable insights • Track and evaluate key Financial Operations business initiatives, including new experiments, offerings, and process improvements • Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Financial Operations offering further • Support new product development, new strategies, and explore new partnerships to expand the Financial Operations service line • Mentor and guide junior team members, helping them navigate complex operational engagements and build their skills

🎯 Requirements

• 4-6+ years of relevant work experience in back-office operations, startup operations, and/or operational finance at a high-growth company • Technical expertise in payroll, benefits administration, AP/AR, equity administration, or compliance is a plus • Exposure to technology or other sectors or experience leading internal functions at startups or small/medium-sized businesses • Experience working on complex operational engagements with junior team members, leading them to deliver high-quality outcomes • Advanced Excel skills, with the ability to own operational workflows end-to-end, as well as ensure their quality, timeliness, and accuracy (Notion experience a plus) • Highly analytical with the ability to consume, process, and prioritize large amounts of unstructured information • Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight • Excellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plans • Maintain a high level of integrity in your work • Highly entrepreneurial, proactive, and able to thrive in ambiguous and fast-paced environments • A demonstrated ability to build strong collaborative working relationships with the immediate team, junior members, 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.

🏖️ 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