Operations Manager, Consulting 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.

💵 $80k - $122.4k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

🦅 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

• Collaborate cross-functionally to help other teams (e.g. Revenue Operations, Finance & Accounting, etc.) execute on important recurring reporting or drive operational scale and efficiency for CFO Services and COO Services • Serve as the primary liaison to work with the Finance Operations teams to uplevel the customers’ experiences in having both Bookkeeping and Consulting Services with Pilot • Assist with Consulting Services' month-end close process and reconciliations between prepaid hours and billed hours • Maintain metrics and analysis of team KPIs, and provide regular flux reporting on performance through regular business reviews for both inside and outside of Consulting Services • Partner with the team leads and department head to make informed judgments on customer pricing, workforce planning and forecasting • Identify trends in customers usage and advise the team leads and department head with additional revenue opportunities • Generate, dig into and leverage data and insights to run and improve Consulting Services processes (i.e. minimize team administrative time spent) • Support onboarding the new hires for both CFO Services and COO Services

🎯 Requirements

• 5-8 years of relevant finance, data analytics or operations experience • Excel modeling skills using large data sets from multiple sources with the ability to own complicated model end-to-end for a senior audience • Experience with data visualization software (e.g. Looker) and/or SQL is a plus • The ability to be highly detail oriented, but can visualize the larger impact from the aggregated data output • Can-do attitude towards solving complex problems and building scalable, efficient processes • Has an appreciation for the importance of revenue visibility and revenue recognition • Demonstrated project management experience with minimal guidance • Demonstrated professional experience collaborating cross-functionally to achieve an objective • Nice to have: Experience reading and working with contracts (e.g. Zuora)

🏖️ Benefits

• We invest in our employees’ development and happiness • Flexible vacation/time-off policy • All federal holidays are observed • Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks • 401(k) plan • Health benefits • Equity (for full-time regular positions) • Some benefits may be available for part-time or temporary positions