Full-Time
Associate – CFO Services
Confirmed live in the last 24 hours
Provides financial services for startups
Compensation Overview
$91,000 - $155,000Annually
Junior
Remote in USA
- 1-2 years of relevant work experience in investment banking, management consulting, and/or strategic finance at a high-growth e-commerce/CPG company
- Technical expertise in accounting or finance for consumer & retail companies
- Advanced Excel modeling skills with an ability to own complicated models end-to-end
- 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
- High attention to detail
- Highly entrepreneurial and comfortable working in a fast-paced and cross-functional environment
- Strategic thinker and ability to independently carry out rigorous problem-solving
- Strong interest and passion for the Consumer & Retail industry
- 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
- 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 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
- Track and evaluate key Consumer & Retail CFO Services business initiatives including new experiments, offerings, and promotional campaigns
- Run ad-hoc analyses to help uncover growth opportunities, cost efficiencies, or ways to further scale the Consumer & Retail CFO Services offering
Pilot provides comprehensive bookkeeping, tax, and CFO services tailored for startups and small businesses, with deep integrations with existing tools and a seamless platform for financial management. The main technologies include triple-checked financial statements, expert support for tax filings, budgeting, KPI tracking, and R&D tax credit handling.
Company Stage
Series C
Total Funding
$161.6M
Headquarters
San Francisco, California
Founded
2016
6 month growth
↓ -2%1 year growth
↓ -7%2 year growth
↑ 16%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