Financial Operations Consultant

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🏄 California, New York, +4 more states – Remote

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

💵 $66k - $111k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Pilot.com

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

🤝 B2B

☁️ SaaS

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.

📋 Description

• Implement rigorous problem-solving to help solve clients' operational challenges on how to manage payroll, benefits, compliance, and financial operations • Own communication with clients regularly to provide our recommendations and manage expectations • Bring operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, and equity administration • Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions • Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs • Keep operational projects on track with ongoing monitoring for status updates and escalation management • Support successful compliance requirements and deadlines by tracking and ensuring timely completion • Refine the strategies to address areas of opportunity within Pilot Financial Operations • Recommend and contribute to process improvements to maximize accuracy and efficiency within the Financial Operations offering

🎯 Requirements

• 2-5+ years of relevant operational experience, including previous experience in back-office operations, startup operations, 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 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 • 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

🏖️ 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