Pilot.com is hiring a
Associate, CFO Services

Summary

The job is for an Associate on the CFO Services team at Pilot, a tech-enabled financial services firm. The role involves helping clients with financial modeling, budgeting, forecasting, communication, industry research, KPI analysis, and process improvements. The candidate should have relevant finance and strategy experience, advanced Excel skills, excellent communication skills, high attention to detail, entrepreneurial spirit, strategic thinking, and the ability to build strong collaborative relationships.

Requirements

• 1-2 years of relevant finance and strategy experience; previous experience in investment banking, consulting, or a fast-growing company environment is a plus
• Advanced Excel modeling skills with the ability to swiftly and effectively translate ambiguity into succinct outputs
• Highly analytical with the ability to consume and process large amounts of information
• Excellent verbal and written communication skills
• High attention to detail and ability to deliver accurate, high-quality outputs with minimal revisions
• Highly entrepreneurial and able to thrive in an ambiguous, fast-paced, and cross-functional environment
• Strategic thinker and able to carry out rigorous problem-solving as a self-starter
• A proven ability to build strong collaborative working relationships with the immediate team

Responsibilities

• Partner with Senior Managers or Managers on the team to help our clients apply the latest analytical techniques plus a deep understanding of financial modeling to develop financial models, budgets, and forecasts for our clients
• Communicate with clients regularly to provide insights and solve their needs
• Be part of the world’s preeminent financial services tech-enabled firm - a trusted advisor for our clients on their most important financial and business decisions
• Conduct industry or company research required for customer service delivery
• Keep business plans and projects on track 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
• Execute the strategies to address areas of opportunity within Pilot CFO Services
• Implement improvements in financial and business for CFO Services KPIs
• Recommend and drive process improvements to maximize accuracy and efficiency within our offering

Preferred Qualifications

CPA or MBA preferred (but not required) as an alternative to the expected experience

Benefits

• Flexible vacation/time-off policy
• All federal holidays are observed
• Competitive benefits package including wellness benefits such as Spring Health, Headscape, One Medical, Aaptiv and Rightway
• Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
• 401(k) plan