Every day, we do exciting work that makes a difference to startup founders and business owners. At Pilot, you will be helping clients solve critical financial and business strategy challenges. Our team works with a multitude of high-growth startup founders from different industries and stages as their trusted advisor and hands-on strategic finance consultant.

As a Manager on the CFO Services team, you will work with colleagues from the top tech companies, private equity, and investment banking firms. Together, our team delivers world-class strategic finance advice and fundraising consulting. You will have endless opportunities to be a problem solver, creative thinker, and new business builder.

That’s life at Pilot. It could be for you.

Key Responsibilities 

This is a high-impact role working directly with our clients to:

  • 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

In partnership with the team and cross-functional partners, you will also:

  • 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

About You 

We are looking for people who demonstrate these aspects:

  • 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
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