Manager, CFO Services

Pilot.com

Manager in CFO Services team at Pilot helping clients with financial and business strategy challenges. Delivering strategic finance advice and fundraising consulting to startups.

Posted 5/4/2026full-timeRemote • California, New York, North Carolina, Tennessee, Texas, Washington • 🇺🇸 United StatesJuniorMid-Level💰 $103,000 - $175,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

Competitive benefits package including wellness benefits such as Spring Health, Headspace, One Medical, Aaptiv and Rightway
Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
401(k) plan
Flexible vacation/time-off policy
All federal holidays are observed

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingbudget managementvariance reportingforecastingExcel modelinganalytical techniquesprocess improvementsKPI analysisdata processingproblem-solving

Soft Skills

communicationattention to detailindependenceintegrityentrepreneurial mindsetcollaborationanalytical thinkingadaptabilityproactivityorganizational skills