Associate CFO Services CGR

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 highgrowth startup clients from different industries and stages as their trusted advisor and handson strategic finance consultant.

The next big vertical for Pilot is Consumer & Retail. Were excited about this for a few reasons:

• Large fastgrowing market
• Used to leveraging technology to solve core operating problems
• Unique challenges in bookkeeping taxes and finance

As a Consumer & Retail Associate on the CFO Services team you will help deliver worldclass 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.

Thats life at Pilot. It could be for you.

Key Responsibilities

• Partner with Senior Managers or Managers on the team to help our clients:
• 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 worlds preeminent techenabled financial services firm a trusted advisor for our clients on their most important financial and business decisions
• Deliver 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
• Track and evaluate key Consumer & Retail CFO Services business initiatives including new experiments offerings and promotional campaigns
• Run adhoc analyses to help uncover growth opportunities cost efficiencies or ways to further scale the Consumer & Retail CFO Services offering

About You

We are looking for people who demonstrate these aspects:

• 12 years of relevant work experience in investment banking management consulting and/or strategic finance at a highgrowth ecommerce/CPG company
• Technical expertise in accounting or finance for consumer & retail companies
• Advanced Excel modeling skills with an ability to own complicated models endtoend
• 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
• High attention to detail
• Highly entrepreneurial and comfortable working in a fastpaced and crossfunctional environment
• Strategic thinker and ability to independently carry out rigorous problemsolving
• 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 fulltime U.S.based employees who learn the insandouts 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 1000 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 worldclass entrepreneurs including Patrick and John Collison Drew Houston and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion Meet Fintechs 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/timeoff 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 nonbirthing parents 100 pay for 12 weeks
• 401(k) plan

The base pay range target for the role seniority described in this job description is $91000 $155000 in most remote locations and between $114000 $155000 in San Francisco CA and New York City NY. Final offer amounts depend on multiple factors such as candidate experience and expertise geographic location total compensation and market data. In addition to cash pay fulltime regular positions are eligible for equity 401(k) health benefits and other benefits; some of these benefits may be available for parttime or temporary positions.

Pilot commits to provide a work environment free of discrimination and harassment as well as equal employment opportunity regardless of race color ancestry religion sex national origin sexual orientation age citizenship marital status disability gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories consistent with legal requirements. You may view all of Pilots recruiting notices here including our EEO policy recruitment agency policy recruitment scam notice and important EVerify information. You may view our job candidate privacy policyhere.