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.

As a CFO Services Operations Manager, you’ll drive and analyze key business processes within CFO Services at Pilot. You will support team leads in CFO Services as well as other senior stakeholders across various verticals within Pilot to deliver analytic insights that ensure efficient day to day processes and support strategic decision-making. You will be expected to own key operational processes, identify process weaknesses, and drive scalable solutions.

Key Responsibilities

• Collaborate cross-functionally to help other teams (e.g. Revenue Operations, Finance & Accounting, etc.) execute on important recurring reporting or drive operational scale and efficiency for CFO Services
• Assist with CFO Services month-end close process and reconciliations between prepaid hours and billed hours
• Maintain metrics and analysis of team KPIs, and provide regular flux reporting on performance through regular business reviews for both inside and outside of CFO Services
• Partner with the team leads and department head to make informed judgments on customer pricing, workforce planning and forecasting
• Identify trends in customers usage and advise the team leads and department head with additional revenue opportunities
• Generate, dig into and leverage data and insights to run and improve CFO Services processes (i.e. minimize team administrative time spent)

About you

• 5-8 years of relevant finance, data analytics or operations experience
• Excel modeling skills using large data sets from multiple sources with the ability to own complicated model end-to-end for a senior audience
  • Experience with data visualization software (e.g. Looker) and/or SQL is a plus
• The ability to be highly detail oriented, but can visualize the larger impact from the aggregated data output
• Can-do attitude towards solving complex problems and building scalable, efficient processes
• Has an appreciation for the importance of revenue visibility and the revenue recognition
• Demonstrated project management experience with minimal guidance
• Demonstrated professional experience collaborating cross-functionally to achieve an objective
• Nice to have: Experience reading and working with contracts (e.g. Zuora)

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

RECRUITMENT SCAM NOTICE

Recruitment fraud is a sophisticated scam offering fake job opportunities. This type of fraud can occur through false websites, impostor LinkedIn profiles, fake job postings on job boards, phishing e-mails claiming to be from the company, etc. The fraudsters often request recipients to provide sensitive personal or financial information (SSN, bank account, etc.) and/or to make payments.

Please note that employment offers and any requests for information will always be made by a Pilot employee with a @pilot.com email address. If you are receiving an employment inquiry or employment offer from a non @pilot.com email address, please assume it is not genuine. Pilot never asks job seekers to make any payment as part of the recruiting process. If you have any questions about the authenticity of the Pilot recruitment process or an offer that you have received, please contact us by email at recruiting@pilot.com. If you have provided monies or other sensitive personal information and suspect you are the victim of fraud, please contact your local authorities or the Federal Trade Commission at 1-877-382-4357 or online at ftc.gov/complaint.

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RECRUITMENT AGENCY POLICY

Pilot does not accept agency resumes. Please do not forward resumes to our jobs alias, employees, or any other company location. Pilot is not responsible for any fees related to unsolicited resumes.

EQUAL EMPLOYMENT OPPORTUNITY

Pilot is an equal opportunity employer committed to providing employees with a work environment free of discrimination and harassment. We base employment decisions on business needs, job requirements, and individual qualifications, without regard to race, color, religion, or belief; national, social, or ethical origin; age; physical, mental, or sensory disability; sexual orientation; gender identity and/or expression; martial, civil union, or domestic partnership status; past or present military service; HIV status; family medical history or genetic information; family or parental status including pregnancy; or any other status protected by the laws or regulations in the locations where we operate. Pilot will not tolerate discrimination or harassment based on any of these characteristics.

Pilot welcomes the opportunity to consider qualified applicants with prior arrest or conviction records. Pilot’s demonstrated commitment to diversity extends to hiring talented individuals in spite of prior criminal history in accordance with local, state, and/or federal laws, including San Francisco’s Fair Chance Ordinance and the California and Tennessee ban-the-box laws.

If you are a qualified individual with a disability and need a reasonable accommodation in the job application process, please reach out to recruiting@pilot.com.

IMPORTANT E-VERIFY INFORMATION

Federal law requires Pilot to confirm the identity and employment eligibility of all persons hired to work in the United States, and Pilot participates in the E-Verify program for this purpose. Pilot will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee’s Form I-9 to confirm work authorization.

Please read the attached notices, available in English and Spanish, for important information.

• E-Verify Notice
• Right to Work Notice