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Financial Strategy Associate
2 months ago
At Pilot, we engage in impactful work that significantly benefits startup founders and business proprietors. As a member of our team, you will assist clients in navigating essential financial and strategic business challenges. Our associates collaborate with a diverse array of high-growth startup leaders across various sectors and stages, serving as their trusted advisors and proactive strategic finance consultants.
In your role as a Financial Strategy Associate within the CFO Services division, you will partner with professionals from leading technology firms, private equity, and investment banking backgrounds. Together, we provide top-tier strategic finance guidance and fundraising advisory services. This position offers abundant opportunities for you to become a problem solver, innovative thinker, and business developer.
Key Responsibilities
- Collaborate with Senior Managers or Managers to assist our clients in:
- Utilizing advanced analytical methods and a thorough understanding of financial modeling to create financial models, budgets, and forecasts tailored to our clients' needs.
- Maintaining regular communication with clients to share insights and address their requirements.
- Being part of a premier financial services tech-enabled firm, acting as a trusted advisor for clients on their most critical financial and business decisions.
- Conducting industry or company research necessary for delivering exceptional customer service.
- Ensuring business plans and projects remain on schedule through continuous budget management and variance reporting.
- Facilitating productive investor discussions and board meetings by analyzing and monitoring relevant KPIs.
- Implement strategies to capitalize on opportunities within Pilot CFO Services.
- Drive enhancements in financial and business performance metrics for CFO Services.
- Propose and execute process improvements to optimize accuracy and efficiency in our offerings.
We seek individuals who embody the following qualities:
- 1-2 years of pertinent finance and strategy experience; prior exposure to investment banking, consulting, or a rapidly growing company is advantageous.
- CPA or MBA preferred (but not mandatory) as an alternative to the anticipated experience.
- Proficient Excel modeling skills with the capability to swiftly and effectively distill complex information into clear outputs.
- Highly analytical, with the ability to assimilate and process substantial amounts of data.
- Exceptional verbal and written communication abilities.
- Strong attention to detail, ensuring the delivery of precise, high-quality outputs with minimal revisions.
- Entrepreneurial mindset, thriving in a dynamic, fast-paced, and cross-functional environment.
- Strategic thinker with a proven ability to engage in rigorous problem-solving as a self-starter.
- A demonstrated capacity to cultivate strong collaborative relationships within the team.
- This position is available for remote employment within specific states in the United States.
Pilot was established to modernize back-office operations for small businesses. We provide dedicated finance professionals who are full-time, U.S.-based employees, well-versed in the intricacies of our clients' businesses. Our approach integrates seamlessly with existing billing, banking, expense, and payroll systems. Through a unique combination of tailored software and expert bookkeeping, Pilot delivers precise, consistent bookkeeping, financial management, and tax services, allowing entrepreneurs to concentrate on their core business activities.
With over 1,000 clients and more than $170 million in funding from prominent investors, including Sequoia and Index Ventures, Pilot is recognized as a leader in its field. Our recent funding round has significantly increased our valuation, marking us as a notable player in the fintech landscape.
Why Choose Pilot?
- We prioritize the development and well-being of our employees, recognizing that they are crucial to our success and customer satisfaction.
- Join a seasoned founding team with a track record of guiding companies through successful startups and acquisitions.
- Enjoy a flexible vacation and time-off policy.
- Receive competitive benefits, including wellness programs.
- Benefit from parental leave for all parents, with full pay for 12 weeks.
- Participate in a 401(k) plan.
