Manager – CFO Services @ Pilot

The Role

Every day, we do exciting work that makes a difference to startup founders and business owners. At Pilot, you will be helping clients solve critical financial and business strategy challenges. Our team works with a multitude of high-growth startup clients from different industries and stages as their trusted advisor and hands-on strategic finance consultant.

The next big vertical for Pilot is Consumer & Retail. We’re excited about this for a few reasons:

Large, fast-growing market
Used to leveraging technology to solve core operating problems
Unique challenges in bookkeeping, taxes, and finance

As a Consumer & Retail Manager on the CFO Services team, you will help deliver world-class strategic finance advice and fundraising consulting directly to founders of some of the most exciting consumer startups. You will have endless opportunities to be a problem solver, creative thinker, and new business builder.

That’s life at Pilot. It could be for you.

Key Responsibilities

This is a high-impact role working with our clients to:

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

In partnership with the team and cross-functional partners, you will also:

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

About You

We are looking for people who demonstrate these aspects:

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

About Pilot

Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.

Pilot has over 1,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.

Why Pilot?

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 Spring Health, Headspace, One Medical, Aaptiv and Rightway
Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
401(k) plan

The base pay range target for the role seniority described in this job description is $103,000 - $175,000 in most remote locations, and between $129,000 - $175,000 in San Francisco, CA and New York City, NY. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.

Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here.

Compensation Overview

The Role

Key Responsibilities

About You

About Pilot

Why Pilot?

6 month growth

1 year growth

2 year growth

Simplify's Take

What believers are saying

What critics are saying

What makes Pilot unique

Benefits