Manager, CFO Services (CG&R)

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 –