Manager, CFO Services – CG&R

November 12

🏄 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

💵 $103k - $175k / year

⏰ Full Time

🟡 Mid-level

🟠 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 issues on how to grow their businesses and manage their finances • Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts • Develop models to track KPIs, analyze channel and SKU sales performance, enhance product margins, and forecast inventory & demand planning • Be the world’s preeminent tech-enabled financial services firm - a trusted advisor for our clients on their most important financial and business decisions • Become a trusted partner to clients in building the proper infrastructure to scale their business • Advise on tactics to drive measurable and sustainable improvements in financial and business KPIs • Keep business plans and projects on track and on budget 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 • Support fundraising initiatives by drafting investor decks and assisting with mock pitches and term sheet comparisons • Identify areas of opportunity within the Consumer & Retail CFO Services offering and develop strategies to address them • Mentor new and less experienced members of the team • Develop new products and services that are valuable to clients and can scale across the CFO Services department • Recommend and drive process improvements to maximize accuracy and efficiency within our offering

🎯 Requirements

• 3-5+ years of relevant experience in strategic finance or business operations, including previous experience in private equity, investment banking, or management consulting and at a high-growth e-commerce/CPG company • Advanced Excel modeling skills with an ability to own complicated models end-to-end for a senior audience • Highly analytical with the ability to consume and process large amounts of unstructured information • Excellent communication skills with the ability to distill complex issues into structured frameworks and concrete action plans • Ability to tackle and lead ambiguous situations without structured guidance • Strategic thinker and ability to independently carry out rigorous problem-solving • Strong interest and passion for the consumer & retail industry • 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, Headspace, One Medical, Aaptiv and Rightway • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks • 401(k) plan