Facebook pixel

Senior Manager
Finance & Strategy
Posted on 11/1/2022
Experience Level
Desired Skills
  • Advanced Excel modeling skills with the ability to own complex models end-to-end for a senior audience
  • Highly analytical with ability to identify and prioritize the data needs from unstructured information
  • Excellent verbal and written communication skills with the ability to guide and influence others
  • A self-starter capable of driving results and managing internal or external projects without significant supervision
  • Sets the bar for work quality and integrity
  • Highly entrepreneurial 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
  • Implement rigorous problem solving to help solve clients' toughest issues on how to grow their business 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
  • Be the world's preeminent financial services tech-enabled firm - trusted advisor for our clients on their most important financial and business decisions
  • Build long-term relationships and drive superior financial returns based on unique business insights
  • Partner with clients to help them deliver 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 discussion and board meetings by analyzing and tracking relevant KPIs
  • Identify areas of opportunity within Pilot CFO Services and develop strategies to address them
  • Mentor new and less experienced members of the team
  • Recommend and drive process improvements to maximize accuracy and efficiency within our offering
  • Use your industry / technical expertise to serve as a subject matter expert and a trusted advisor
Desired Qualifications
  • 5+ years of relevant finance and strategy experience; previous experience in in a fast-growing tech environment; investment banking or consulting is a plus

51-200 employees

Bookkeeping, tax, and CFO services
Company Overview
Pilot powers the financial back office for startups and small businesses. They specialize in bookkeeping, tax preparation, and CFO services and are focused on delivering a customer experience of unparalleled quality.
  • 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, Headscape, One Medical, Aaptiv and Rightway
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
  • 401(k) plan
Company Core Values
  • Care more than they expect
  • Do it well or don't do it
  • Fix the systemic issue
  • Share the work and the win
  • Seek justice
  • Always be closing