Note: The job is a remote job and is open to candidates in USA. Pilot.com is a company that provides financial services to startups and business owners. As an Associate on the CFO Services team, you will help deliver strategic finance advice and fundraising consulting to founders of consumer startups, while also developing financial models and analyzing business performance.
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
Skills
- 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
Benefits
- 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
Company Overview
Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. It was founded in 2016, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is https://pilot.com.Company H1B Sponsorship
Pilot.com has a track record of offering H1B sponsorships, with 61 in 2025, 18 in 2024, 21 in 2023, 31 in 2022, 11 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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