Head of Strategic Finance and Planning

4 days ago


San Francisco, California, United States Pilot Full time
About the Role

Pilot is seeking a seasoned finance leader to join our team as a Head of Strategic Finance and Planning. As a key member of our finance team, you will play a critical role in driving our company's financial strategy and planning processes.

As a strategic finance leader, you will partner closely with our executive team to develop and execute our company's financial plans, forecasts, and budgets. You will also oversee all aspects of financial planning, budgeting, forecasting, and analysis, ensuring cross-functional alignment and effective decision-making.

Key responsibilities will include developing and executing our company's budget and forecast model, ensuring cross-functional alignment on key financial plans and company financial strategy, and overseeing all aspects of financial planning, budgeting, forecasting, and analysis.

You will also serve as a trusted sounding board to our executive team, offering insights and guidance on critical business decisions, and lead long-term strategic planning processes, including scenario modeling and sensitivity analyses.

Additionally, you will drive the evolution of our company's KPI metrics and implement best practices in tracking them, spearhead strategic finance projects, and support investor relations reporting activities.

As a seasoned finance leader, you will possess a strong proficiency in advanced accounting and corporate finance principles, a deep understanding of SaaS and Professional Services business models, metrics, and value drivers, and expert financial modeling skills with a rigorous attention for detail when reviewing models.

You will also have experience scaling finance planning processes and reporting in high-growth environments, possess a strategic mindset with the ability to balance short-term results and long-term value creation, and proven ability to be a self-starter capable of defining and driving outcomes without significant supervision.

Experience in Quickbooks, Looker, and Salesforce is a plus, and you will be based in the United States in one of the following states: CA, GA, NY, NC, TN, TX, or WA.

About Pilot

Pilot is a leading provider of financial management solutions for small businesses, offering dedicated finance experts, custom software, and expert bookkeepers to deliver accurate, consistent bookkeeping and financial management and tax services.

We invest in our employees' development and happiness, offer flexible vacation/time-off policy, observe all federal holidays, and provide a competitive benefits package including wellness benefits, parental leave, and 401(k) plan.

The base pay range target for this role is $168,800 - $286,000 in most remote locations, and between $211,000 - $286,000 in San Francisco, CA and New York City, NY. Final offer amounts depend on multiple factors, including candidate experience and expertise, geographic location, total compensation, and market data.

Pilot is an equal opportunity employer and commits to providing 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.



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