Senior Financial Consultant
Listed on 2026-01-07
-
Finance & Banking
Financial Analyst
Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Pillar Advisors
OverviewPillar Advisors is a modern financial services platform partnering with individuals, businesses, and investors to provide full-spectrum bookkeeping, tax, and strategic advisory services. We are fore running the industry by leading with frontier AI technology, client service excellence, and best-in-class talent that generate substantial value for all stakeholders.
Our expertise is unmatched. We have executed multibillion dollars of investments, value creation plans, strategic initiatives, capital raises, and M&A deals across leading global firms such as Blackstone, Apollo, Blue Owl, Ares, Moelis, EY, Deloitte, and Citrin Cooperman. Our advisory network spans diverse industries, including private equity, private credit, financial services, technology, real estate, healthcare, legal, and media.
We are highly experienced in building platforms, having invested over $5 billion of capital across several verticals in the financial services industry—one of which generates over $500 million in annual cash flow.
Our mission is to make institutional-grade accounting and finance expertise accessible for businesses, operators, entrepreneurs, and investors of all stages. If you thrive in dynamic environments, are passionate about numbers, obsessive about detail, and want to be at the forefront of the industry, we’d love to have you. Please reach out at
About the RoleWe are seeking a high-performing Senior Financial Consultant to drive accounting and financial operations and serve as a trusted financial partner to our clients, who range from pre-revenue startups to private equity-backed companies. This position requires deep accounting and financial knowledge, a client-first mindset, and a strong problem-solving skillset.
You will work with founders, business leaders, and internal experts to design solutions, execute value-add services, and drive partnerships forward. You will also get firsthand access to our proprietary AI solutions, helping us build cutting-edge, AI-enabled workflows.
This is a unique opportunity to engage directly with clients and senior leadership, access frontier AI technology, and execute at the highest level.
What You’ll Do- Drive Full-Cycle Financial Operations: Manage end-to-end financial operations within core ERPs, including Quick Books Online. This includes executing month-end closes, bank reconciliations, double-entry accounting, historical clean-up, and complex accounts receivable/payable processing to ensure all data is precise, organized, and tax-ready. You’ll also help design and implement solutions for clients to set them up for success.
- Lead Financial Analysis & Reporting: Go beyond data entry to conduct in-depth analysis of Balance Sheets, P&Ls, and Cash Flow statements. You will ensure reporting accuracy for large, complex client accounts and translate financial data into actionable insights.
- Own Client Relationships & Advisory: Working alongside Partners, serve as the primary account manager and strategic partner for founders and executives. You will support the full client lifecycle with excellent professionalism—from onboarding and retention to proactive communication—providing expert guidance on financial operations and systems that deepens engagement and drives long-term value.
- Champion AI & Tech-Enablement: Utilize our proprietary AI tools and automation to increase workflow efficiency. You will act as the "human in the loop," working alongside product and engineering teams to refine our dynamic platform while implementing scalable solutions to streamline client processes.
- Coordinate with Delivery Teams & Ensure Quality: Coordinate tasks with our delivery teams to ensure work is completed accurately and on time. You will serve as the final checkpoint for quality—maintaining tight processes, reviewing deliverables, and tracking detailed documentation.
- Collaborate for Results & Professional Growth: Operate with high autonomy on day-to-day deliverables while proactively identifying opportunities to enhance client services and advance company wide goals. This…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).