Job Description
- Job Description:
- Collaborate cross-functionally to help other teams (e.g. Revenue Operations, Finance & Accounting, etc.) execute on important recurring reporting or drive operational scale and efficiency for CFO Services and COO Services
- Serve as the primary liaison to work with the Finance Operations teams to uplevel the customers’ experiences in having both Bookkeeping and Consulting Services with Pilot
- Assist with Consulting Services' month-end close process and reconciliations between prepaid hours and billed hours
- Maintain metrics and analysis of team KPIs, and provide regular flux reporting on performance through regular business reviews for both inside and outside of Consulting Services
- Partner with the team leads and department head to make informed judgments on customer pricing, workforce planning and forecasting
- Identify trends in customers usage and advise the team leads and department head with additional revenue opportunities
- Generate, dig into and leverage data and insights to run and improve Consulting Services processes (i.e. minimize team administrative time spent)
- Support onboarding the new hires for both CFO Services and COO Services
- Requirements:
- 5-8 years of relevant finance, data analytics or operations experience
- Excel modeling skills using large data sets from multiple sources with the ability to own complicated model end-to-end for a senior audience
- Experience with data visualization software (e.g. Looker) and/or SQL is a plus
- The ability to be highly detail oriented, but can visualize the larger impact from the aggregated data output
- Can-do attitude towards solving complex problems and building scalable, efficient processes
- Has an appreciation for the importance of revenue visibility and revenue recognition
- Demonstrated project management experience with minimal guidance
- Demonstrated professional experience collaborating cross-functionally to achieve an objective
- Nice to have: Experience reading and working with contracts (e.g. Zuora)
- Benefits:
- We invest in our employees’ development and happiness
- Flexible vacation/time-off policy
- All federal holidays are observed
- Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
- Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
- 401(k) plan
- Health benefits
- Equity (for full-time regular positions)
- Some benefits may be available for part-time or temporary positions
Apply tot his job
Apply To this Job