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 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,