Manager, CFO Services

Shape the Future of Startups: Join Pilot as a CFO Services Manager

Do you thrive in a fast-paced environment, solving complex financial challenges for high-growth startups? At Pilot, we’re more than just a back-office solution; we’re a trusted advisor, empowering founders to navigate the intricacies of their businesses. As a Manager on our CFO Services team, you’ll play a pivotal role in guiding our clients toward financial success.

Your Mission: Driving Financial Excellence for Innovative Companies

As a CFO Services Manager, you’ll be at the forefront of our mission, working directly with clients to:

• Apply rigorous problem-solving to help clients overcome financial hurdles and fuel growth.
• Serve as a primary point of contact, delivering clear and insightful recommendations while managing client expectations.
• Develop sophisticated financial models, budgets, and forecasts using cutting-edge analytical techniques.
• Collaborate with a team of experienced professionals from top tech companies, private equity firms, and investment banks.
• Partner with clients to drive measurable improvements in key financial and business KPIs.
• Maintain project momentum through proactive budget management, variance reporting, and rolling forecasts.
• Prepare clients for successful investor discussions and board meetings by analyzing and tracking critical KPIs.

Beyond client-facing responsibilities, you’ll also collaborate with internal teams to:

• Refine strategies to optimize and expand Pilot’s CFO Services.
• Identify and implement process improvements to enhance accuracy and efficiency.

Are You Our Ideal Pilot?

We’re seeking individuals who embody these qualities:

• 2-5+ years of experience in finance and strategy, ideally within investment banking, consulting, or a rapidly growing startup.
• Familiarity with the business services sector or internal finance roles at a small business (preferred, but not required).
• Mastery of Excel modeling, with the ability to own financial models end-to-end, ensuring accuracy and timeliness.
• Exceptional analytical skills, capable of processing and prioritizing large volumes of unstructured data.
• Outstanding verbal and written communication skills, with the ability to articulate complex concepts into clear frameworks and action plans.
• Unwavering attention to detail and the ability to work independently, delivering high-quality results with minimal supervision.
• A strong commitment to integrity in all aspects of your work.
• A highly entrepreneurial spirit, thriving in ambiguous and fast-paced environments.
• A proven track record of building collaborative relationships with team members, cross-functional partners, and leadership.

This remote position is open to candidates residing in the following US states: CA, GA, NY, NC, TN, TX, and WA.

About Pilot: Revolutionizing Financial Management for Startups

Founded in 2017, Pilot is transforming the back office for small businesses. We provide dedicated finance experts (our full-time, US-based employees) who deeply understand our clients’ businesses. By integrating seamlessly with existing billing, banking, expense, and payroll systems, Pilot delivers accurate bookkeeping, financial management, and tax services, freeing entrepreneurs to focus on their core operations. With over 1,000 customers and $170 million in funding from leading investors, including Sequoia, Index Ventures, and Stripe, Pilot is leading the charge in fintech innovation. We’re also proud to be valued at $1.2 billion.

Why Choose Pilot?

At Pilot, we prioritize the development and happiness of our employees, recognizing that they are the key to our success and the satisfaction of our clients. We offer:

• The opportunity to join a seasoned founding team with a proven track record of successful startups.
• A flexible vacation/time-off policy.
• All federal holidays observed.
• A comprehensive benefits package, including wellness benefits such as Modern Health, Headspace, One Medical, Aaptiv, and Rightway.
• Generous parental leave for all parents (12 weeks at 100% pay).
• A 401(k) plan.

The base pay range for this role in San Francisco, CA is $129,000 – $175,000. Actual offers will vary based on factors such as experience, location, and market data. Full-time positions also include equity, 401(k), health benefits, and other benefits.

Pilot is an equal opportunity employer committed to diversity and inclusion. We consider all qualified applicants regardless of race, color, religion, sex, national origin, sexual orientation, age, disability, or veteran status.