Full-Time

Senior Finance Operations Account Manager

Confirmed live in the last 24 hours

Pilot.com

Pilot.com

201-500 employees

Financial services for startups and small businesses

Compensation Overview

$65k - $110k/yr

+ Equity + Health Benefits

Senior

Raleigh, NC, USA

Candidates must be located in the Raleigh, North Carolina area.

Category
Financial Planning and Analysis (FP&A)
Sales & Account Management
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • 5-7+ years in a finance, accounting, consulting or business role and B.S. or MS. in related field (i.e. Accounting, Business, Operations, Economics)
  • Tech savvy and a fast learner — the institutions we work with, the software we utilize, and the customers we support change quickly, so we must learn and adapt quickly in response
  • Highly organized and detailed with an eye towards process
  • Demonstrated problem solving and critical thinking skills
  • Can prioritize multiple tasks and appropriately escalate on a timely basis
  • Contributes to a culture of inclusion and belonging on the team
  • Willingness to mentor and coach newer or more junior members on the team
  • Excellent verbal and written communicator
  • Proficient in Excel/Google Sheets
Responsibilities
  • Leverage Pilot software to produce high quality books and financial reports
  • Develop scalable and accurate accounting workflows to record a customer’s financial activity accurately and efficiently
  • Build strong relationships with and provide exceptional experience to a portfolio of customers
  • Mentor and develop newer team members
Desired Qualifications
  • Public accounting experience and/or industry accounting experience
  • Management experience

Pilot provides financial services tailored for startups and small businesses, helping them manage their financial tasks such as bookkeeping, tax preparation, and CFO services. By outsourcing these financial responsibilities to Pilot, business owners can focus on growing their companies without worrying about complex financial management. Pilot operates on a subscription-based model, where clients pay a recurring fee for access to a team of finance experts who ensure accurate and professional handling of their finances. This model not only provides predictable costs for clients but also creates a steady revenue stream for Pilot. With significant funding from well-known investors, Pilot aims to continually enhance its services and expand its reach in the financial services market.

Company Size

201-500

Company Stage

Series C

Total Funding

$158.3M

Headquarters

San Francisco, California

Founded

2016

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for digital financial services due to remote work trends.
  • Expansion of subscription-based models supports Pilot's business strategy.
  • Emergence of integrated financial platforms aligns with Pilot's offerings.

What critics are saying

  • Increased competition from automated bookkeeping software threatens Pilot's market share.
  • Economic downturns may reduce startups' willingness to pay for outsourced services.
  • Ongoing bribery investigation could damage Pilot's reputation and client trust.

What makes Pilot.com unique

  • Pilot offers integrated financial services including bookkeeping, tax, and CFO support.
  • Subscription-based model provides predictable costs for startups and small businesses.
  • Significant funding from investors like Sequoia and Stripe enhances service improvement.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Holidays

Unlimited Paid Time Off

Commuter Benefits

Parental Leave

401(k) Retirement Plan

Wellness Program

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

-2%

2 year growth

-5%
Matr
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Additionally, Pilot recently introduced an upgraded mobile app, facilitating seamless access to company updates, documents, training materials, and resources for team members.

Taranga News
Dec 24th, 2023
Lawyer claims Jimmy Haslam admitted bribery charges during recent testimony

And it underscores the fact that, as Pilot lawyers acknowledged in a previous hearing, federal prosecutors are investigating bribery allegations.

The Economic Times
Dec 23rd, 2023
Congress' reshuffle: Sachin Pilot appointed Chhattisgarh In-charge, Priyanka Gandhi removed as UP Chief ahead of 2024 polls

Congress' reshuffle: sachin Pilot appointed Chhattisgarh in-charge, priyanka gandhi removed as UP chief ahead of 2024 polls.

CStore Decisions
Nov 20th, 2023
Pilot Co. Names New Chief People Officer

Pilot Co. has appointed Julius Cox as its chief people officer.