CFO Services Associate, Pilot
Consumer Goods and Retail
£91-155k
Plus equity. Salary dependent on location
More information about location
Bookkeeping services for startups
Job no longer available
Bookkeeping services for startups
201-500 employees
Job no longer available
£91-155k
Plus equity. Salary dependent on location
More information about location
201-500 employees
Company mission
To help small businesses and startups to achieve their commercial goals by taking care of the CFO services, tax preparation and bookkeeping.
Role
Who you are
- 1-2 years of relevant work experience in investment banking, management consulting, and/or strategic finance at a high-growth e-commerce/CPG company
- Technical expertise in accounting or finance for consumer & retail companies
- Advanced Excel modeling skills with an ability to own complicated models end-to-end
- 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 fast-paced and cross-functional environment
- 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
What the job involves
- As a Consumer & Retail Associate 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
- 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 world’s preeminent tech-enabled 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 ad-hoc analyses to help uncover growth opportunities, cost efficiencies, or ways to further scale the Consumer & Retail CFO Services offering
Our take
Back office operations such as bookkeeping can be an unwelcome distraction and expense for businesses. Pilot is the largest provider of back office services for startups and small businesses in the US, aiming to take care of a company's back office so they can focus on their core activities.
Founded in 2016. Pilot has attracted an impressive range of customers including Bolt, r2c and Pathrise. The company's proposition is more than just bookkeeping software, providing services that would ordinarily be provided by a fractional CFO. This empowers small businesses and startups to make better budgeting and spending decisions without the need of an expensive finance department hire.
The company evidently excels in customer service, with the vast majority of its business driven by customer referrals and organic interest. Going forward, Pilot aims to become to startups and medium-sized firms what AWS is to cloud computing - a comprehensive, easily scalable solution that prevents the need to reinvent a necessary but non-core function from scratch.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-4% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Mar 2021
$40m
SERIES C
Jan 2021
$60m
SERIES C
Total funding: $158.3m
Company benefits
- Development opportunities & employee happiness initiatives
- Seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox)
- Flexible vacation/time-off policy
- All federal holidays are observed
- Wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
- Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
- 401(k) plan
Company HQ
Financial District, San Francisco, CA
Leadership
Waseem Daher
(Chair & Co-Founder)They studied at MIT before founding Ksplice, where they spent 3 years as COO, and working at Oracle and Dropbox. Having founded Zulip in August 2012, they co-founded Pilot in January 2017.
Jessica McKellar
(CEO & Co-Founder)Previously, they were the founder and the VP of Engineering for a real-time collaboration startup acquired by Dropbox, where they then served as a Director of Engineering.
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