Senior Manager, Finance Operations

What we’re building

Pilot is a tech company building the bookkeeping firm you wish existed. We deliver books and a customer experience of unparalleled quality by automating the boring stuff and equipping a team of finance experts with software superpowers to deftly handle the rest.

The Role

Pilot's Finance Operations teams deliver bookkeeping of unparalleled quality to a portfolio of customers across a range of industries. Pilot's Controller Services team delivers specialized services to a portfolio of customers across a range of industries. Imagine a world where your team owns the customer relationship from scoping through steady state operations. A world where we've automated away all the repetitive parts of bookkeeping, letting you focus on the customer, quality, and new ideas for how to make our tools better and our processes more efficient.    As the Senior Manager for Financial Operations, you will manage a large and growing team of Controllers, Account Managers, and AP and AR specialists who provide a best in class service to our customers. No day is the same and you will need to adeptly maneuver moving from collaborating with your team on a complex client issue to working with our Bookkeeping and AP and AR teams during the monthly-end close process to provide mentorship to the team. As an added bonus, the Sales team will also need your teams’ expertise to help sell and scope potential clients.    In a nutshell, our Finance Operations team consists of accounting and finance experts with software superpowers who:  

• Delight customers with expert guidance and support
• Deliver high-quality books efficiently to our customers 
• Manage customer deadlines and expectations in a fast-paced, collaborative environment

  In a nutshell, our Controller team consists of accounting and finance experts with software superpowers who:  

• Manage the customer relationship from scoping through onboarding and ultimately into steady state
• Leverage their industry expertise to recommend process improvements to maximize accuracy and efficiency within our financial statement close process
• Investigate accounting issues to develop methodology based upon accounting principles
• Manage customer deadlines and expectations in a fast-paced, collaborative environment
• Provide guidance to our internal teams to represent industry best practices based upon accounting principles 

  As a Senior Manager on our Finance Operations team, you’ll focus your time on:  

• Owning your team’s portfolio of customers, ensuring that your team delivers a positive customer experience through on-time and high quality monthly financial statements 
• Providing guidance and support to customers and your team on complex accounting issues such as new revenue streams, COGS methodology, due diligence during M&A transactions, and audit preparation 
• Investigating accounting issues and collaborating with our Controller Services function to develop methodology based upon accounting principles
• Developing members of your team to become highly effective people managers and individual contributors
• Setting clear expectations, providing continuous feedback using data and qualitative feedback, addressing underperformance, and recognizing the individual strengths and contributions of your team members
• Collaborating cross-functionally with other Operations leaders to ensure a cohesive customer experience such as Tax and CFO Services.
• Using your industry expertise to recommend and implement process improvements to maximize accuracy and efficiency within our financial statement close process

Role requirements

Our ideal candidate is a highly motivated self-starter with a passion for and ability to grow and develop team members. Senior Managers on our Finance Operations team possess all of the following:  

• Required:
  • B.S. or M.S. in Accounting or equivalent
  • 2+ years in public accounting and 10+ total years of work experience
  • A minimum of 5 years of experience in a management role 
  • Exceptional time management skills
  • Excellent written and oral communication skills
  • Excellent attention to detail
  • A love of problem solving and making teams and processes more efficient
  • Delight in providing an exceptional customer experience
    Preferred: 
  • Experience working in a service delivery model or organization
  • Prior experience in E-commerce, Technology, and Professional Services a plus
  • Continuous accounting environment experience 
  • Start up or small company experience that requires you to roll up your sleeves to build and identify process improvements, c