Consulting Services Operations Manager

Overview

The Role

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.

As a Consulting Services Operations Manager, you’ll drive and analyze key business processes within both CFO Services and COO Services  will support team leads in Consulting Services as well as other senior stakeholders across various verticals within Pilot to deliver analytic insights that ensure efficient day to day processes and support strategic decision-making. You will be expected to own key operational processes, identify process weaknesses, and drive scalable solutions.

• Collaborate cross-functionally to help other teams (e.g. Revenue Operations, Finance & Accounting, etc.) execute on important recurring reporting or drive operational scale and efficiency for CFO Services and COO Services
• Serve as the primary liaison to work with the Finance Operations teams to uplevel the customers’ experiences in having both Bookkeeping and Consulting Services with Pilot
• Assist with Consulting Services' month-end close process and reconciliations between prepaid hours and billed hours
• Maintain metrics and analysis of team KPIs, and provide regular flux reporting on performance through regular business reviews for both inside and outside of Consulting Services
• Partner with the team leads and department head to make informed judgments on customer pricing, workforce planning and forecasting
• Identify trends in customers usage and advise the team leads and department head with additional revenue opportunities
• Generate, dig into and leverage data and insights to run and improve Consulting Services processes (i.e. minimize team administrative time spent)
• Support onboarding the new hires for both CFO Services and COO Services

• 5-8 years of relevant finance, data analytics or operations experience
• Excel modeling skills using large data sets from multiple sources with the ability to own complicated model end-to-end for a senior audience
• Experience with data visualization software (e.g. Looker) and/or SQL is a plus
• The ability to be highly detail oriented, but can visualize the larger impact from the aggregated data output
• Can-do attitude towards solving complex problems and building scalable, efficient processes
• Has an appreciation for the importance of revenue visibility and revenue recognition
• Demonstrated project management experience with minimal guidance
• Demonstrated professional experience collaborating cross-functionally to achieve an objective
• Nice to have:
  Experience reading and working with contracts (e.g. Zuora)

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 1,000 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 – Meet Fintech’s Newest Unicorn.

• 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…