Consultant, Financial Operations

About 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.

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
• 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 description is $66,000 - $111

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