Associate, Finance & Strategy (Consumer & Retail) at Pilot | Powderkeg

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 Associate on the CFO Services team, you will help deliver world-class strategic finance advice and fundraising consulting directly to founders of some 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 **

  • Partner with Principals on the team to help our clients with the following:
    • 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 financial services tech-enabled firm - trusted advisor for our clients on their most important financial and business decisions
    • Build long-term relationships and drive superior financial returns based on unique business insights
    • Deliver 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 discussion 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
  • Track and evaluate key Consumer & Retail CFO Services business initiatives including new experiments, offerings and promotional campaigns
  • Run ad-hoc analyses to help uncover growth opportunities, cost efficiencies, or ways to further scale the Consumer & Retail CFO Services offering

About You

We are looking for people who demonstrate these aspects:

  • 1-4 years of relevant work experience in investment banking, management consulting and/or strategic finance at an e-commerce/CPG growth-stage company and have developed technical expertise in accounting or finance for Consumer & Retail companies
  • Advanced Excel modeling skills with an ability to own complicated models end-to-end
  • Highly analytical with 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
  • High attention to detail
  • Highly entrepreneurial and comfortable working in a fast-paced environment with minimal guidance
  • Strategic thinker and ability to independently carry out rigorous problem solving
  • Strong interest and passion for Consumer & Retail industry

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 Modern Health, Headscape, One Medical, Aaptiv and Rightway
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
  • 401(k) plan

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.

Job Summary
  • Job Title
    Associate, Finance & Strategy (Consumer & Retail)
  • Company
  • Location
    San Francisco, CA
  • Employment Type
    Full time
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