Senior Consultant, Financial Operations

Role Description

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
• Compliance

You will have endless opportunities to be a problem solver, creative thinker, and new business builder.

Key Responsibilities

• 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.
• 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.

Qualifications

• 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.

Requirements

• This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA.

Benefits

• 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.