Senior Manager, CFO Services

Pilot.com • San Francisco, CA

112d • $125,000 - $211,000

About The Position

Every day, we do exciting work that makes a difference to startup founders and business owners. At Pilot, you will be helping clients solve critical financial and business strategy challenges. Our team works with a multitude of high-growth startup founders from different industries and stages as their trusted advisors and hands-on strategic finance consultants. The next strategic vertical for Pilot CFO Services is manufacturing. We're excited about this for a few reasons: A large, rapidly growing market with government-led initiatives in re-shoring, used to leveraging technology, including AI, to solve overdue core operating problems, and unique challenges in bookkeeping, taxes, and finance. Please note that you will be expected to split your time between the manufacturing sector clients and other industries as a generalist. As a Senior Manager on the CFO Services team, you will work with colleagues from leading tech companies, private equity, consulting, and investment banking firms. Together, our team delivers world-class strategic finance advice, fundraising consulting, and hands-on support for complex financial engagements. You will have endless opportunities to be a problem solver, creative thinker, and new business builder.

Requirements

• 6+ years of relevant work experience in investment banking and/or strategic finance at a high-growth company.
• Technical expertise in accounting or finance for manufacturing companies & inventory movement is a plus.
• Exposure to technology or healthcare sectors or experience leading internal functions at startups or small/medium-sized businesses.
• Has an interest in exploring other industries given the partial generalist expectations.
• Experience working on complex financial engagements with junior team members, leading them to deliver high-quality outcomes.
• Advanced Excel modeling skills, with the ability to own financial models end-to-end, as well as ensure their quality, timeliness, and accuracy.
• Highly analytical with the ability to consume, process, and prioritize large amounts of unstructured information.
• Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight.
• Excellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plans.
• Maintain a high level of integrity in your work.
• Highly entrepreneurial, proactive, and able to thrive in ambiguous and fast-paced environments.
• A demonstrated ability to build strong collaborative working relationships with the immediate team, junior members, cross-functional partners, and function leads.

Responsibilities

• Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances.
• Lead complex financial engagements often with multiple junior team members to deliver exceptional results.
• Own communication with clients regularly to provide recommendations, anticipate their needs, and manage expectations.
• Utilize the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecast inventory planning.
• Research the latest developments and formulate insights into the clients’ industries to become a strategic partner in their business growth.
• Be part of the world’s leading tech-enabled firm’s financial services, acting as a trusted advisor to our clients on critical financial and business decisions.
• Build long-term client relationships and drive superior financial returns based on unique business insights.
• Partner with clients to help them deliver measurable and sustainable improvements in financial and business KPIs, including inventory movement from raw materials to finished goods.
• Keep business plans and projects on track with ongoing budget management, variance reporting, and rolling forecasts.
• Support successful investor discussions and board meetings by analyzing and tracking relevant key performance indicators and providing actionable insights.
• Track and evaluate key Manufacturing CFO Services business initiatives, including new experiments, offerings, and promotional campaigns.
• Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Manufacturing CFO Services offering further.
• Mentor and guide junior team members, helping them navigate complex financial engagements and build their skills, especially in the manufacturing space.

Benefits

• 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
• Equity options for full-time regular positions

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1-10 employees