Senior Consultant, Financial Operations

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 Senior 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' most challenging operational issues on how to scale their businesses and manage their back-office operations Lead complex operational 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 operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, equity administration, and compliance frameworks Research the latest developments and formulate insights into operational tools and best practices to become a strategic partner in their business growth Be part of the world's leading tech-enabled firm's operational services, acting as a trusted partner to our clients on critical operational decisions Build long-term client relationships and drive superior operational outcomes based on unique business insights Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs Keep operational projects on track with ongoing monitoring, escalation management, and proactive problem-solving Support successful compliance requirements, investor discussions, and board meetings by ensuring operational excellence and providing actionable insights In partnership with the team and cross-functional partners, you will also: Track and evaluate key Financial Operations business initiatives, including new experiments, offerings, and process improvements Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Financial Operations offering further Support new product development, new strategies, and explore new partnerships to expand the Financial Operations service line Mentor and guide junior team members, helping them navigate complex operational engagements and build their skills About You We are looking for people who demonstrate these qualities: 4-6+ years of relevant work experience in back-office operations, startup operations, and/or operational finance at a high-growth company Technical expertise in payroll, benefits administration, AP/AR, equity administration, or compliance is a plus Exposure to technology or other sectors or experience leading internal functions at startups or small/medium-sized businesses Experience working on complex operational engagements with junior team members, leading them to deliver high-quality outcomes 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 Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight Excellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plans Maintain a high level of integrity in your work Highly entrepreneurial, proactive, and able to thrive in ambiguous and fast-paced environments A demonstrated ability to build strong collaborative working relationships with the immediate team, junior members, 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 3,000 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 description is $80,000 - $136,000 in most remote locations, and between $100,000 - $136,000 in San Francisco, CA and New York City, NY. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions. Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, information about requesting a reasonable accommodation in the job application process, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here. Apply To This Job