Salary
💰 $80,000 - $122,400 per year
About the role
- Collaborate cross-functionally to help other teams (e.g. Revenue Operations, Finance & Accounting, etc.) execute on important recurring reporting or drive operational scale and efficiency for CFO Services and COO Services
- Serve as the primary liaison to work with the Finance Operations teams to uplevel the customers’ experiences in having both Bookkeeping and Consulting Services with Pilot
- Assist with Consulting Services' month-end close process and reconciliations between prepaid hours and billed hours
- Maintain metrics and analysis of team KPIs, and provide regular flux reporting on performance through regular business reviews for both inside and outside of Consulting Services
- Partner with the team leads and department head to make informed judgments on customer pricing, workforce planning and forecasting
- Identify trends in customers usage and advise the team leads and department head with additional revenue opportunities
- Generate, dig into and leverage data and insights to run and improve Consulting Services processes (i.e. minimize team administrative time spent)
- Support onboarding the new hires for both CFO Services and COO Services
Requirements
- 5-8 years of relevant finance, data analytics or operations experience
- Excel modeling skills using large data sets from multiple sources with the ability to own complicated model end-to-end for a senior audience
- Experience with data visualization software (e.g. Looker) and/or SQL is a plus
- The ability to be highly detail oriented, but can visualize the larger impact from the aggregated data output
- Can-do attitude towards solving complex problems and building scalable, efficient processes
- Has an appreciation for the importance of revenue visibility and revenue recognition
- Demonstrated project management experience with minimal guidance
- Demonstrated professional experience collaborating cross-functionally to achieve an objective
- Nice to have: Experience reading and working with contracts (e.g. Zuora)