Senior Manager, CFO Services

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Requirements:

• 6+ years of relevant finance and strategy experience, including previous experience in investment banking, consulting, or fast-growing company environments.
• Experience working on complex financial engagements with junior team members, leading them to deliver high-quality outcomes.
• Exposure to technology, manufacturing, healthcare, or business services sectors, or experience leading internal functions at startups or small/medium-sized businesses (preferred but not required).
• Advanced Excel modeling skills, with the ability to own financial models end-to-end, as well as ensure their quality, timeliness, and accuracy.
• 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 ambiguity 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.

Responsibilities:

• Implement rigorous problem-solving to help solve clients’ most challenging issues on how to grow their businesses and manage their finances.
• Lead complex financial 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 the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts.
• Research the latest developments and formulate insights into the clients’ industries to become a strategic partner in their business growth.
• Build long-term client relationships and drive superior financial returns based on unique business insights.
• Partner with clients to help them deliver measurable and sustainable improvements in financial and business KPIs.
• Keep business plans and projects on track with ongoing budget management, variance reporting, and rolling forecasts.
• Support successful investor discussions and board meetings by analyzing and tracking relevant key performance indicators and providing actionable insights.
• Identify areas of opportunity within Pilot CFO Services and develop strategies to address them.
• Mentor and guide junior members of the team, helping them navigate complex financial engagements and build their skills.
• Lead process improvements to maximize the accuracy and efficiency of Pilot’s service offerings.