Pilot.com

Manager, CFO Services

Pilot.com

full-time

Posted on:

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

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Salary

💰 $129,000 - $175,000 per year

Job Level

JuniorMid-Level

Tech Stack

Oracle

About the role

  • Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances
  • Own communication with clients regularly to provide our recommendations and manage expectations
  • Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts
  • Be part of the world’s preeminent financial services tech-enabled firm - a trusted advisor for our clients on their most important financial and business decisions
  • Partner with clients to help them deliver measurable and sustainable improvements in financial and business KPIs
  • 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
  • Refine the strategies to address areas of opportunity within Pilot CFO Services
  • Recommend and contribute to process improvements to maximize accuracy and efficiency within the CFO Services offering

Requirements

  • 2-5+ years of relevant finance and strategy experience, including previous experience in investment banking, consulting, or a fast-growing company environment
  • Exposure to the business services sector or internal responsibilities at a small business preferred, but not required
  • Advanced Excel modeling skills with the ability to own financial models end-to-end, as well as ensure their quality, timeliness, and accuracy
  • Highly analytical with the ability to consume, process, and prioritize large amounts of unstructured information
  • Excellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plans
  • Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight
  • Maintain a high level of integrity in your work
  • Highly entrepreneurial, proactive, and able to thrive in ambiguity and fast-paced environment
  • A proven ability to build strong collaborative working relationships with the immediate team, cross-functional partners, and function leads
  • This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA