Talent.com
No longer accepting applications
Associate, CFO Services (CG&R)

Associate, CFO Services (CG&R)

Pilot.comBaltimore, MD, US
1 day ago
Job type
  • Full-time
  • Part-time
Job description

Associate, CFO Services (CG&R)

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 clients from different industries and stages as their trusted advisor and hands-on strategic finance consultant.

The next big vertical for Pilot is Consumer & Retail. We're excited about this for a few reasons :

  • Large, fast-growing market
  • Used to leveraging technology to solve core operating problems
  • Unique challenges in bookkeeping, taxes, and finance

As a Consumer & Retail Associate on the CFO Services team, you will help deliver world-class strategic finance advice and fundraising consulting directly to founders of some of the most exciting consumer startups. You will have endless opportunities to be a problem solver, creative thinker, and new business builder.

That's life at Pilot. It could be for you.

Key Responsibilities

  • Partner with Senior Managers or Managers on the team to help our clients :
  • Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts
  • Develop models to track KPIs, analyze channel and SKU sales performance, enhance product margins, and forecast inventory & demand planning
  • Be the world's preeminent tech-enabled financial services firm - a trusted advisor for our clients on their most important financial and business decisions
  • Deliver measurable and sustainable improvements in financial and business KPIs
  • Keep business plans and projects on track and on budget with ongoing budget management and monitoring for variance reporting and rolling forecasts
  • Support successful investor discussions and board meetings by analyzing and tracking relevant KPIs
  • Support fundraising initiatives by drafting investor decks and assisting with mock pitches and term sheet comparisons
  • Track and evaluate key Consumer & Retail CFO Services business initiatives including new experiments, offerings, and promotional campaigns
  • Run ad-hoc analyses to help uncover growth opportunities, cost efficiencies, or ways to further scale the Consumer & Retail CFO Services offering
  • About You

    We are looking for people who demonstrate these aspects :

  • 1-2 years of relevant work experience in investment banking, management consulting, and / or strategic finance at a high-growth e-commerce / CPG company
  • Technical expertise in accounting or finance for consumer & retail companies
  • Advanced Excel modeling skills with an ability to own complicated models end-to-end
  • Highly analytical with the ability to consume and process large amounts of unstructured information
  • Excellent communication skills with the ability to distill complex issues into structured frameworks and concrete action plans
  • High attention to detail
  • Highly entrepreneurial and comfortable working in a fast-paced and cross-functional environment
  • Strategic thinker and ability to independently carry out rigorous problem-solving
  • Strong interest and passion for the Consumer & Retail industry
  • This position is only available for remote employment in the United States in the following states : CA, GA, NY, NC, TN, TX, and WA
  • About Pilot

    Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business. Pilot has over 2,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion.

    Why Pilot?

  • 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 Spring Health, Headscape, One Medical, Aaptiv and Rightway
  • Parental leave for birthing or non-birthing parents 100% pay for 12 weeks
  • 401(k) plan
  • The base pay range target for the role seniority described in this job description is $91,000 - $155,000 in most remote locations, and between $114,000 - $155,000 in San Francisco, CA and New York City, NY. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.

    Pilot commits to provide 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. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

    Create a job alert for this search

    Cfo • Baltimore, MD, US

    Related jobs
    • Promoted
    • New!
    C&I Credit Portfolio Manager III (Hybrid- Annapolis or Columbia Maryland)

    C&I Credit Portfolio Manager III (Hybrid- Annapolis or Columbia Maryland)

    Atlantic Union BankAnnapolis, MD, United States
    Full-time
    Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship M...Show moreLast updated: 11 hours ago
    • Promoted
    • New!
    Associate Director, Client Finance

    Associate Director, Client Finance

    DEPTWashington, DC, US
    Full-time
    Associate Director, Client Finance.We are always leaning forward, thinking of what we can create tomorrow that does not exist today. We were born digital and we are a new model of agency, with a dee...Show moreLast updated: 18 hours ago
    • Promoted
    Associate Director, Client Strategy

    Associate Director, Client Strategy

    Morning ConsultWashington, DC, US
    Full-time
    Associate Director, Client Strategy.Morning Consult is seeking a client-obsessed, strategic Associate Director, Client Strategy to serve as a trusted advisor to our most important clients, includin...Show moreLast updated: 30+ days ago
    • Promoted
    Trade & Client Operations Associate

    Trade & Client Operations Associate

    Morgan StanleyBaltimore, MD, US
    Full-time
    Trading & Client Operations Associate.We're seeking someone to join our team as a Trading & Client Operations Associate.Capital Markets Core Processing is a team of dedicated professionals servicin...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Associate : Aerospace, Defense and Government Services, M&A and Strategy

    Senior Associate : Aerospace, Defense and Government Services, M&A and Strategy

    AprioWashington, DC, US
    Full-time
    Senior Associate : Aerospace, Defense and Government Services, M&A and Strategy.Join Aprio's Advisory Team and help clients maximize their opportunities. Aprio is a progressive, fast-growing firm loo...Show moreLast updated: 15 days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    Beacon Pointe Advisors LLCColumbia, MD, US
    Full-time
    Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Columbia, MD office. The Client Service Associate will join a ...Show moreLast updated: 20 days ago
    • Promoted
    Emerging Companies and Venture Capital Associate

    Emerging Companies and Venture Capital Associate

    5 LegalWashington, DC, US
    Full-time
    Top 50 AmLaw firm seeks an associate to join its Business and Transactions Department in any of their Philadelphia, Washington, D. Qualified candidates must have at least 2-3 years of significant ex...Show moreLast updated: 30+ days ago
    • Promoted
    CFO (Membership Association)

    CFO (Membership Association)

    Addison GroupWashington, DC, United States
    Full-time
    Role : Chief Financial Officer (Membership Association) at Addison Group.Salary Base : $200,000 - $250,000 / Year.Benefits Provided : generous health, retirement, and insurance plans are standard in s...Show moreLast updated: 15 days ago
    • Promoted
    Senior Associate, Human Capital Services

    Senior Associate, Human Capital Services

    AprioWashington, DC, US
    Full-time
    Senior Associate, Human Capital Services.Nashville, TN / Atlanta, GA / Arlington, VA / Austin, TX / Birmingham, AL / Charlotte, NC / Fort Lauderdale, FL / Houston, TX / Boston, MA / Minneapolis, MN...Show moreLast updated: 23 days ago
    • Promoted
    Client Service Associate

    Client Service Associate

    B.F. Saul CompanyBethesda, MD, US
    Full-time
    Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions.Located just outs...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    CFO – Non-Profit Organization & Hybrid in DC!

    CFO – Non-Profit Organization & Hybrid in DC!

    Creative Financial Staffing (CFS)Washington, District of Columbia, US
    Full-time +1
    CFO – Non-Profit Organization & Hybrid in DC!.Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features. Creative Financial Staffing (CFS) provided pay range...Show moreLast updated: 18 hours ago
    • Promoted
    Corporate M&A Associate

    Corporate M&A Associate

    5 LegalWashington, DC, US
    Full-time
    A leading international law firm seeks associates to join its Corporate Advisory Practice Area in their Washington, DC office. Qualified applicants must have 3-5 years of M&A and Private Equity ...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Provost for Faculty Affairs and Budget (PLEASE USE LINK IN THE JOB DESCRIPTION SECTIO...

    Associate Provost for Faculty Affairs and Budget (PLEASE USE LINK IN THE JOB DESCRIPTION SECTIO...

    InsideHigherEdBowie, Maryland, United States
    Full-time
    JR100719 Associate Provost for Faculty Affairs and Budget (PLEASE USE LINK IN THE JOB DESCRIPTION SECTION TO APPLY.The Associate Provost for Faculty Affairs and Budget (APFAB) will join the leaders...Show moreLast updated: 30+ days ago
    • Promoted
    Associate, People Services

    Associate, People Services

    CienaBaltimore, MD, United States
    Full-time
    As the global leader in high-speed connectivity, Ciena is committed to a people-first approach.Our teams enjoy a culture focused on prioritizing a flexible work environment that empowers individual...Show moreLast updated: 16 days ago
    • Promoted
    Fintech Associate

    Fintech Associate

    5 LegalWashington, DC, US
    Full-time
    One of Fortune’s Best Places to Work and top 50 AmLaw firm, is seeking associates to join their Technology Transactions, and Privacy practice in their New York, Chicago, Seattle, Washington D...Show moreLast updated: 30+ days ago
    • Promoted
    Corporate Finance and Lending Associate (Mid-Level)

    Corporate Finance and Lending Associate (Mid-Level)

    Venable LLPBaltimore, MD, United States
    Full-time
    Venable LLP's Corporate Group seeks a mid-level finance associate with four to six years of financial transactions experience to join our finance and lending team in the Baltimore, Chicago, Denver,...Show moreLast updated: 30+ days ago
    • Promoted
    Associate Director FP&A - Private Equity Advisory

    Associate Director FP&A - Private Equity Advisory

    CrossCountry ConsultingWashington, DC, US
    Full-time
    Associate Director FP&A - Private Equity Advisory.From the beginning, our goal was to establish an advisory firm that stands apart from the rest one that is grounded in our Core Values and dedicat...Show moreLast updated: 21 days ago
    • Promoted
    Associate Director of Consumer Policy

    Associate Director of Consumer Policy

    Americans for Financial Reform Education Fund (AFREF)Washington, DC, US
    Full-time
    Join us in the fight to change the rules governing the economy, and make finance work for us, not against us.Americans for Financial Reform Education Fund (AFREF) is seeking an Associate Director t...Show moreLast updated: 21 days ago