Financial Strategist

3 weeks ago


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

We are seeking a highly skilled and experienced Financial Strategist to join our team as a CFO Services Manager. As a key member of our team, you will work closely with our clients to provide strategic finance advice and support their business growth.

Key Responsibilities
  • Develop and implement rigorous financial models to help clients solve complex business challenges
  • Provide expert financial guidance and support to clients, including budgeting, forecasting, and financial planning
  • Collaborate with cross-functional teams to deliver high-quality financial services and solutions
  • Stay up-to-date with industry trends and best practices to ensure our clients receive the latest and most effective financial strategies
  • Build and maintain strong relationships with clients, understanding their unique needs and goals
About You

We are looking for a highly motivated and experienced professional with a strong background in finance and strategy. You will have a proven track record of delivering high-quality financial services and solutions, and a passion for helping clients achieve their business goals.

Key qualifications include:

  • 2-5+ years of experience in finance and strategy, including investment banking, consulting, or a fast-growing company environment
  • Advanced Excel modeling skills and experience with financial modeling software
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Strong analytical and problem-solving skills, with the ability to think critically and creatively
  • Ability to work independently and as part of a team, with a strong attention to detail and ability to meet deadlines
About Pilot

Pilot is a leading provider of financial services and solutions, dedicated to helping small businesses achieve their goals. We are a dynamic and growing company, with a strong commitment to innovation and excellence.

We offer a competitive salary and benefits package, including health insurance, 401(k) matching, and paid time off. We also offer opportunities for professional growth and development, and a collaborative and supportive work environment.



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