Chief Financial Officer Services Manager, Pilot
Capital Goods & Retail
$130-175k
Plus equity. Salary is for San Francisco and New York only
More information about location
Bookkeeping services for startups
Open for applications
Bookkeeping services for startups
201-500 employees
Open for applications
$130-175k
Plus equity. Salary is for San Francisco and New York only
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
- 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
What the job involves
- 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
- 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
- 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
Our take
Back office operations such as bookkeeping are an unwelcome distraction and expense for businesses, but they don't have to be. 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 chief financial officer. This empowers small businesses and startups to make better budgeting and spending decisions without the need of an expensive finance department hire.
The company's commitment to providing the best customer experience is a particular strength. Over 80% of the company’s business is driven by customer referrals and organic interest. It has also established a number of strategic partnerships with companies such as American Express, bill.com, Stripe and SVB, allowing it to offer a great deal of flexibility in supporting its customers whatever payment methods they use.
Going forward Pilot aims to be 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. With rapid revenue growth and significant financial backing from investors, it is well poised to achieve this.
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
- 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/time-off policy
- All federal holidays are observed
- Competitive benefits package including 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
(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
(CTO & 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.
Jeff Arnold
(COO & Co-Founder)Formerly the Senior Director of Software Development at Oracle and Head of Product at Dropbox.
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