Associate - CFO Services - Remote

Overview

As an Associate on the CFO Services team at Pilot, you will help clients solve critical financial and business strategy challenges, working with high-growth startup founders as their trusted advisor.

In Short

• Partner with Senior Managers to assist clients with financial modeling, budgets, and forecasts.
• Communicate regularly with clients to provide insights and solutions.
• Conduct industry or company research for service delivery.
• Manage business plans and projects with ongoing budget monitoring.
• Support investor discussions and board meetings by analyzing KPIs.
• Execute strategies to improve CFO Services.
• Implement process improvements for accuracy and efficiency.
• 1-2 years of finance and strategy experience preferred.
• Advanced Excel skills required.
• Excellent communication and analytical skills are essential.

Requirements

• 1-2 years of relevant finance and strategy experience.
• CPA or MBA preferred.
• Advanced Excel modeling skills.
• Highly analytical with strong communication skills.
• Attention to detail and ability to deliver high-quality outputs.
• Entrepreneurial mindset and ability to thrive in fast-paced environments.
• Strategic thinker with problem-solving abilities.
• Proven ability to build collaborative relationships.
• Remote employment available in specific US states.

Benefits

• Investment in employee development and happiness.
• Flexible vacation/time-off policy.
• All federal holidays observed.
• Competitive benefits package including wellness benefits.
• Parental leave with 100% pay for 12 weeks.
• 401(k) plan.