Manager, CFO Services (CG&R)

Posted 6 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
103K-175K Annually
Mid level
Software
Pilot provides small businesses with dedicated finance experts.
The Role
As a Manager in CFO Services, you will help clients with financial strategy, modeling, and business operations, focusing on consumer and retail sectors.
Summary Generated by Built In
The Role

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 clients from different industries and stages as their trusted advisor and hands-on strategic finance consultant. 

The next big vertical for Pilot is Consumer & Retail. We're excited about this for a few reasons:

  • Large, fast-growing market
  • Used to leveraging technology to solve core operating problems
  • Unique challenges in bookkeeping, taxes, and finance

As a Consumer & Retail Manager on the CFO Services team, you will help deliver world-class strategic finance advice and fundraising consulting directly to founders of some of the most exciting consumer startups. 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 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 
  • Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts
  • Develop models to track KPIs, analyze channel and SKU sales performance, enhance product margins, and forecast inventory & demand planning
  • Be the world’s preeminent tech-enabled financial services firm - a trusted advisor for our clients on their most important financial and business decisions
  • Become a trusted partner to clients in building the proper infrastructure to scale their business
  • Advise on tactics to drive measurable and sustainable improvements in financial and business KPIs
  • Keep business plans and projects on track and on budget 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
  • Support fundraising initiatives by drafting investor decks and assisting with mock pitches and term sheet comparisons  

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

  • Identify areas of opportunity within the Consumer & Retail CFO Services offering and develop strategies to address them
  • Mentor new and less experienced members of the team
  • Develop new products and services that are valuable to clients and can scale across the CFO Services department
  • Recommend and drive process improvements to maximize accuracy and efficiency within our offering
About You

We are looking for people who demonstrate these aspects:

  • 3-5+ years of relevant experience in strategic finance or business operations, including previous experience in private equity, investment banking, or management consulting and at a high-growth e-commerce/CPG company
  • Advanced Excel modeling skills with an ability to own complicated models end-to-end for a senior audience
  • Highly analytical with the ability to consume and process large amounts of unstructured information
  • Excellent communication skills with the ability to distill complex issues into structured frameworks and concrete action plans
  • Ability to tackle and lead ambiguous situations without structured guidance
  • Strategic thinker and ability to independently carry out rigorous problem-solving
  • Strong interest and passion for the consumer & retail industry
  • This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA
About Pilot

Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.
Pilot has over 1,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock.  Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene.  Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.

 Why Pilot?
  • We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
  • The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
  • Flexible vacation/time-off policy
  • All federal holidays are observed
  • 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

The base pay range target for the role seniority described in this job description is $103,000 - $175,000 in most remote locations, and between $129,000 - $175,000 in San Francisco, CA and New York City, NY. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.

Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information.  You may view our job candidate privacy policy here.

Top Skills

Excel
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Francisco, CA
422 Employees
Year Founded: 2017

What We Do

Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.

Why Work With Us

Pilot is truly a diverse company. We embrace people from all backgrounds including those who were formerly incarcerated. In addition, with our high growth environment we love to promote people within and offer them great career opportunities.

Gallery

Gallery

Similar Jobs

HopSkipDrive Logo HopSkipDrive

Marketplace Manager

Automotive • Edtech • Kids + Family • Mobile • Social Impact • Transportation
Easy Apply
Remote
USA
450 Employees
95K-110K Annually

HopSkipDrive Logo HopSkipDrive

Supply Chain Demand Planner

Automotive • Edtech • Kids + Family • Mobile • Social Impact • Transportation
Easy Apply
Remote
USA
450 Employees
95K-110K Annually

KPA Logo KPA

Director of Marketing

Automotive • Greentech • HR Tech • Sales • Software
Easy Apply
Remote or Hybrid
Westminster, CO, USA
405 Employees
150K-170K Annually

General Motors Logo General Motors

Software Engineer

Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Remote or Hybrid
United States
165000 Employees

Similar Companies Hiring

Standard Template Labs Thumbnail
Software • Information Technology • Artificial Intelligence
New York, NY
10 Employees
PRIMA Thumbnail
Travel • Software • Marketing Tech • Hospitality • eCommerce
US
15 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account