[Remote] Associate, CFO Services

Note: The job is a remote job and is open to candidates in USA. Pilot.com is a company that helps startup founders and business owners solve critical financial and business strategy challenges. As an Associate on the CFO Services team, you will provide strategic finance advice and fundraising consulting while collaborating with colleagues from top tech companies and financial firms. Responsibilities Partner with Senior Managers or Managers on the team to help our clients: Apply the latest analytical techniques plus a deep understanding of financial modeling to develop financial models, budgets, and forecasts for our clients Communicate with clients regularly to provide our insights and solve their needs Be part of the world’s preeminent financial services tech-enabled firm - a trusted advisor for our clients on their most important financial and business decisions Conduct industry or company research required for customer service delivery Keep business plans and projects on track with ongoing budget management and monitoring for variance reporting and rolling forecasts Support successful investor discussions and board meetings by analyzing and tracking relevant KPIs In partnership with the team and cross-functional partners, you will also: Execute the strategies to address areas of opportunity within Pilot CFO Services Implement improvements in financial and business for CFO Services KPIs Recommend and drive process improvements to maximize accuracy and efficiency within our offering Skills 1-2 years of relevant finance and strategy experience; previous experience in investment banking, consulting, or a fast-growing company environment is a plus Advanced Excel modeling skills with the ability to swiftly and effectively translate ambiguity into succinct outputs Highly analytical with the ability to consume and process large amounts of 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 Strategic 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 CPA or MBA preferred (but not required) as an alternative to the expected experience 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 Company Overview Pilot provides the most reliable accounting, CFO, and tax services for startups and small businesses. It was founded in 2016, and is headquartered in San Francisco, California, USA, with a workforce of 201-500 employees. Its website is Company H1B Sponsorship Pilot.com has a track record of offering H1B sponsorships, with 61 in 2025, 18 in 2024, 21 in 2023, 31 in 2022, 11 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.