Associate, 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 an Associate 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

Partner with senior team members to help our clients:

• Execute day-to-day operational tasks for our clients including payroll processing, benefits administration, AP/AR workflows, and equity grant tracking
• Apply operational best practices and support implementation of systems like Gusto, Rippling, Deel, Carta, and Bill.com
• Communicate with clients regularly to provide updates and address their operational needs
• Be part of the world's preeminent operational services tech-enabled firm - a trusted partner for our clients on their most important operational decisions
• Conduct research on operational tools and best practices required for customer service delivery
• Keep operational projects on track with ongoing monitoring and status updates
• Support successful compliance requirements by tracking deadlines and ensuring timely completion

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

• Execute the strategies to address areas of opportunity within Pilot Financial Operations
• Implement improvements in operational and business KPIs for Financial Operations
• Recommend and drive process improvements to maximize accuracy and efficiency within our offering

About You

• 1-2 years of relevant operational experience; previous experience in back-office operations, startup operations, or a fast-growing company environment is a plus
• Experience with operational tools such as Gusto, Rippling, Bill.com, or similar platforms preferred
• Advanced Excel skills with the ability to swiftly and effectively translate ambiguity into succinct outputs (Notion experience a plus)
• Highly detail-oriented with the ability to consume and process large amounts of operational information
• Excellent verbal and written communication skills
• High attention to detail and ability to deliver accurate, high-quality outputs with minimal revisions
• Highly entrepreneurial and able to thrive in an ambiguous, fast-paced, and cross-functional environment
• Systematic thinker and able to carry out rigorous problem-solving as a self-starter
• A proven ability to build strong collaborative working relationships with the immediate team
• 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 peace of mind.