Manager, CFO Services

September 5

🏄 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

💵 $129k - $175k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

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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 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

🎯 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 • 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

• We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers • The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox). • Flexible vacation/time-off policy • All federal holidays are observed • Competitive benefits package including wellness benefits such as Modern Health, Headspace, One Medical, Aaptiv and Rightway • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks • 401(k) plan