Full-Time

Finance Operations Account Manager

Confirmed live in the last 24 hours

Pilot

Pilot

201-500 employees

Financial services for startups and small businesses

Fintech
Financial Services

Compensation Overview

$47k - $81kAnnually

+ Equity + Health Benefits

Junior, Mid

Nashville, TN, USA

Hybrid role based in Nashville Ops HQ.

Category
Financial Planning and Analysis (FP&A)
Sales & Account Management
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • 2+ years in a finance, accounting, consulting or business role — or 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
  • Excellent verbal and written communicator
  • Experience with Excel/Google Sheets
  • Public accounting experience and/or industry accounting experience
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

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 functions to Pilot, businesses can focus on growth while ensuring their finances are handled accurately by professionals. The company operates on a subscription-based model, where clients pay a recurring fee for access to a team of finance experts, allowing for predictable costs in financial management. Unlike many competitors, Pilot specifically targets the unique needs of startups and small businesses, offering a range of services that scale with the client's size and requirements. With significant funding from notable investors, Pilot aims to continually enhance its offerings and expand its reach in the financial services market.

Company Stage

Series C

Total Funding

$154M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

-7%

1 year growth

-10%

2 year growth

-20%
Simplify Jobs

Simplify's Take

What believers are saying

  • Pilot's comprehensive service offerings, from bookkeeping to CFO-level advice, make it a one-stop-shop for financial management needs.
  • The company's strong financial backing allows for continuous improvement and expansion, ensuring long-term growth and stability.
  • Clients benefit from professional and accurate financial management, freeing them to focus on business growth.

What critics are saying

  • The competitive landscape in financial services is intense, requiring Pilot to continuously innovate to maintain its edge.
  • Reliance on a subscription model means that customer retention is crucial; losing clients could significantly impact revenue.

What makes Pilot unique

  • Pilot focuses exclusively on startups and small businesses, unlike many financial service providers who target a broader market.
  • Their subscription-based model offers predictable costs for clients, which is particularly appealing for startups with limited budgets.
  • Significant backing from high-profile investors like Sequoia and Stripe provides Pilot with the financial stability to continually enhance its services.

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Benefits

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