Associate, CFO Services (CG&R)

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 financial and business strategy challenges. Our team works with a multitude of high-growth startup clients from different industries and stages as their trusted advisor and hands-on strategic finance consultant. 

The next big vertical for Pilot is Consumer & Retail. We're excited about this for a few reasons:

• Large, fast-growing market
• Used to leveraging technology to solve core operating problems
• Unique challenges in bookkeeping, taxes, and finance

As a Consumer & Retail Associate on the CFO Services team, you will help deliver world-class strategic finance advice and fundraising consulting directly to founders of some of the most exciting consumer startups. You will have endless opportunities to be a problem solver, creative thinker, and new business builder. 

That’s life at Pilot. It could be for you. 

Key Responsibilities 

• Partner with Senior Managers or Managers on the team to help our clients:
• Bring the latest analytical techniques plus a deep understanding of financial modeling to help clients develop financial models, budgets, and forecasts
• Develop models to track KPIs, analyze channel and SKU sales performance, enhance product margins, and forecast inventory & demand planning
• Be the world’s preeminent tech-enabled financial services firm - a trusted advisor for our clients on their most important financial and business decisions
• Deliver measurable and sustainable improvements in financial and business KPIs
• Keep business plans and projects on track and on budget 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 
• Support fundraising initiatives by drafting investor decks and assisting with mock pitches and term sheet comparisons 
• Track and evaluate key Consumer & Retail CFO Services business initiatives including new experiments, offerings, and promotional campaigns
• Run ad-hoc analyses to help uncover growth opportunities, cost efficiencies, or ways to further scale the Consumer & Retail CFO Services offering

About You

We are looking for people who demonstrate these aspects:

• 1-2 years of relevant work experience in investment banking, management consulting, and/or strategic finance at a high-growth e-commerce/CPG company
• Technical expertise in accounting or finance for consumer & retail …