Job Description
Job description
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 operational challenges. Our team works with a multitude of high-growth startup founders and business owners from different industries and stages as their trusted operational partner and hands-on Financial Operations consultant.
As a Consultant on the Financial Operations team, you will work with colleagues from top tech companies and fast-growing businesses. Together, our team delivers world-class operational support across payroll, benefits, AP/AR, equity administration, and compliance. You will have endless opportunities to be a problem solver, creative thinker, and new business builder.
Key Responsibilities
This is a high-impact role working directly with our clients to:
• Implement rigorous problem-solving to help solve clients' operational challenges on how to manage payroll, benefits, compliance, and financial operations
• Own communication with clients regularly to provide our recommendations and manage expectations
• Bring operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, and equity administration
• Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions
• Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
• Keep operational projects on track with ongoing monitoring for status updates and escalation management
• Support successful compliance requirements and deadlines by tracking and ensuring timely completion
In partnership with the team and cross-functional partners, you will also:
• Refine the strategies to address areas of opportunity within Pilot Financial Operations
• Recommend and contribute to process improvements to maximize accuracy and efficiency within the Financial Operations offering
About You
We are looking for people who demonstrate these qualities:
• 2-5+ years of relevant operational experience, including previous experience in back-office operations, startup operations, or a fast-growing company environment
• Exposure to the business services sector or internal responsibilities at a small business preferred, but not required
• Advanced Excel skills with the ability to own operational workflows end-to-end, as well as ensure their quality, timeliness, and accuracy (Notion experience a plus)
• Highly analytical with the ability to consume, process, and prioritize large amounts of unstructured information
• Excellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plans
• Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight
• Maintain a high level of integrity in your work
• Highly entrepreneurial, proactive, and able to thrive in ambiguity and fast-paced environment
• A proven ability to build strong collaborative working relationships with the immediate team, cross-functional partners, and function leads
• This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA
About Pilot
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 2,000 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.
Why Pilot?
• 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 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
The base pay range target for the role seniority described in this job desc
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 operational challenges. Our team works with a multitude of high-growth startup founders and business owners from different industries and stages as their trusted operational partner and hands-on Financial Operations consultant.
As a Consultant on the Financial Operations team, you will work with colleagues from top tech companies and fast-growing businesses. Together, our team delivers world-class operational support across payroll, benefits, AP/AR, equity administration, and compliance. You will have endless opportunities to be a problem solver, creative thinker, and new business builder.
Key Responsibilities
This is a high-impact role working directly with our clients to:
• Implement rigorous problem-solving to help solve clients' operational challenges on how to manage payroll, benefits, compliance, and financial operations
• Own communication with clients regularly to provide our recommendations and manage expectations
• Bring operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, and equity administration
• Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions
• Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
• Keep operational projects on track with ongoing monitoring for status updates and escalation management
• Support successful compliance requirements and deadlines by tracking and ensuring timely completion
In partnership with the team and cross-functional partners, you will also:
• Refine the strategies to address areas of opportunity within Pilot Financial Operations
• Recommend and contribute to process improvements to maximize accuracy and efficiency within the Financial Operations offering
About You
We are looking for people who demonstrate these qualities:
• 2-5+ years of relevant operational experience, including previous experience in back-office operations, startup operations, or a fast-growing company environment
• Exposure to the business services sector or internal responsibilities at a small business preferred, but not required
• Advanced Excel skills with the ability to own operational workflows end-to-end, as well as ensure their quality, timeliness, and accuracy (Notion experience a plus)
• Highly analytical with the ability to consume, process, and prioritize large amounts of unstructured information
• Excellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plans
• Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight
• Maintain a high level of integrity in your work
• Highly entrepreneurial, proactive, and able to thrive in ambiguity and fast-paced environment
• A proven ability to build strong collaborative working relationships with the immediate team, cross-functional partners, and function leads
• This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA
About Pilot
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 2,000 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.
Why Pilot?
• 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 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
The base pay range target for the role seniority described in this job desc
💡 Quick Summary
Seeking a career-building opportunity? The Consultant, Financial Operations position is now open for candidates interested in the Finance sector. This role in Montgomery offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Finance is a plus.