Senior Manager, CFO Services

Overview

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
• 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.

That’s life  could be for you.

This is a high-impact role working directly with our clients to:

• 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.

In partnership with the team and cross-functional partners, you will also:

• 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.

We are looking for people who demonstrate these aspects:

• 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…