Pilot.com

Associate, CFO Services

Pilot.com

full-time

Posted on:

Origin:  • 🇺🇸 United States • California, New York, North Carolina, Tennessee

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Salary

💰 $91,000 - $155,000 per year

Job Level

JuniorMid-Level

Tech Stack

OracleSpring

About the role

  • Partner with Senior Managers or Managers to develop financial models, budgets, and forecasts
  • Communicate with clients regularly to provide insights and solve their needs
  • Conduct industry or company research required for customer service delivery
  • Keep business plans and projects on track 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
  • Execute strategies to address areas of opportunity within Pilot CFO Services
  • Implement improvements in financial and business KPIs for CFO Services
  • Recommend and drive process improvements to maximize accuracy and efficiency

Requirements

  • 1-2 years of relevant finance and strategy experience
  • Previous experience in investment banking, consulting, or a fast-growing company environment is a plus
  • CPA or MBA preferred (but not required) as an alternative to the expected experience
  • Advanced Excel modeling skills
  • Highly analytical with the ability to consume and process large amounts of information
  • Excellent verbal and written communication skills
  • High attention to detail and ability to deliver accurate, high-quality outputs with minimal revisions
  • Highly entrepreneurial and able to thrive in an ambiguous, fast-paced, and cross-functional environment
  • Strategic thinker and able to carry out rigorous problem-solving as a self-starter
  • A proven ability to build strong collaborative working relationships with the immediate team
  • Must be eligible to work remotely in the United States and reside in one of the following states: CA, GA, NY, NC, TN, TX, WA