Senior Finance Operations Account Manager
About The Position
Pilot is building a first-of-its-kind, hybrid software/service solution to tackle the financial back office (bookkeeping, tax, CFO, etc.) so that founders and business owners can focus on building and running their businesses. We already work with 1700+ customers in the tech startup and SMB sectors, and we are expanding rapidly. The Finance Operations team partners with our customers to support them in their business goals. This team manages the bookkeeping and accounting back office needs to a portfolio of customers across a range of industries. You will leverage our advanced tech to eliminate common errors, deliver faster results, and deliver an elevated customer experience overall. Beyond that, your feedback is key to building our product, and you may have opportunities to support our R&D teams in building better accounting automation, more efficient workflows, or more intuitive designs for our customers.
Requirements
- 4-7+ years in a finance, accounting, consulting or business role and B.S. or MS. in related field (i.e. Accounting, Business, Operations, Economics)
- Strong technical proficiency with web-based applications and cloud software - you'll work across QuickBooks Online, Google Workspace, and diverse client tech stacks including Stripe, bill.com, HubSpot, and banking platforms
- Self-directed with technology - comfortable learning new software systems independently and navigating multiple applications simultaneously with minimal training
- Exceptional productivity and efficiency - demonstrated ability to manage high-volume, complex client work independently
- Strong execution skills and bias for action - makes sound decisions quickly with available information
- Highly organized and detailed with an eye towards process
- Demonstrated problem solving and critical thinking skills
- Can prioritize multiple tasks and appropriately escalate on a timely basis
- Contributes to a culture of inclusion and belonging on the team
- Willingness to mentor and coach newer or more junior members on the team
- Excellent verbal and written communicator
- Proficient in Excel/Google Sheets
Nice To Haves
- Public accounting experience and/or industry accounting experience
- Management experience
- Experience in high-growth startup or fast-paced consulting environment
Responsibilities
- Leverage Pilot software to produce high quality books and financial reports
- Develop scalable and accurate accounting workflows to record a customer's financial activity accurately and efficiently
- Build strong relationships with and provide exceptional experience to a portfolio of customers
- Mentor and develop newer team members
- Manage complex client portfolios with high efficiency and minimal manager support
- Handle client escalations independently and make sound judgment calls on client issues
- Mentor and coach junior team members through knowledge sharing and feedback
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, Headspace, One Medical, Aaptiv and Rightway
- Parental leave for birthing or non-birthing parents - 100% pay for 12 weeks
- 401(k) plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Professional, Scientific, and Technical Services
Number of Employees
251-500 employees
