Senior Manager, Finance Operations



Accounting & Finance, Operations
Nashville, TN, USA
Posted on Tuesday, November 7, 2023

What we’re building

Pilot is a tech company building the bookkeeping firm you wish existed. We deliver books and a customer experience of unparalleled quality by automating the boring stuff and equipping a team of finance experts with software superpowers to deftly handle the rest.

The Role

Pilot's Finance Operations teams deliver bookkeeping of unparalleled quality to a portfolio of customers across a range of industries. Pilot's Controller Services team delivers specialized services to a portfolio of customers across a range of industries. Imagine a world where your team owns the customer relationship from scoping through steady state operations. A world where we've automated away all the repetitive parts of bookkeeping, letting you focus on the customer, quality, and new ideas for how to make our tools better and our processes more efficient.
As the Senior Manager for Financial Operations, you will manage a large and growing team of Controllers, Account Managers, and AP and AR specialists who provide a best in class service to our customers. No day is the same and you will need to adeptly maneuver moving from collaborating with your team on a complex client issue to working with our Bookkeeping and AP and AR teams during the monthly-end close process to provide mentorship to the team. As an added bonus, the Sales team will also need your teams’ expertise to help sell and scope potential clients.
In a nutshell, our Finance Operations team consists of accounting and finance experts with software superpowers who:
  • Delight customers with expert guidance and support
  • Deliver high-quality books efficiently to our customers
  • Manage customer deadlines and expectations in a fast-paced, collaborative environment
In a nutshell, our Controller team consists of accounting and finance experts with software superpowers who:
  • Manage the customer relationship from scoping through onboarding and ultimately into steady state
  • Leverage their industry expertise to recommend process improvements to maximize accuracy and efficiency within our financial statement close process
  • Investigate accounting issues to develop methodology based upon accounting principles
  • Manage customer deadlines and expectations in a fast-paced, collaborative environment
  • Provide guidance to our internal teams to represent industry best practices based upon accounting principles
As a Senior Manager on our Finance Operations team, you’ll focus your time on:
  • Owning your team’s portfolio of customers, ensuring that your team delivers a positive customer experience through on-time and high quality monthly financial statements
  • Providing guidance and support to customers and your team on complex accounting issues such as new revenue streams, COGS methodology, due diligence during M&A transactions, and audit preparation
  • Investigating accounting issues and collaborating with our Controller Services function to develop methodology based upon accounting principles
  • Developing members of your team to become highly effective people managers and individual contributors
  • Setting clear expectations, providing continuous feedback using data and qualitative feedback, addressing underperformance, and recognizing the individual strengths and contributions of your team members
  • Collaborating cross-functionally with other Operations leaders to ensure a cohesive customer experience such as Tax and CFO Services.
  • Using your industry expertise to recommend and implement process improvements to maximize accuracy and efficiency within our financial statement close process

Role requirements

Our ideal candidate is a highly motivated self-starter with a passion for and ability to grow and develop team members. Senior Managers on our Finance Operations team possess all of the following:
  • Required:
    • B.S. or M.S. in Accounting or equivalent
    • 2+ years in public accounting and 10+ total years of work experience
    • A minimum of 5 years of experience in a management role
    • Exceptional time management skills
    • Excellent written and oral communication skills
    • Excellent attention to detail
    • A love of problem solving and making teams and processes more efficient
    • Delight in providing an exceptional customer experience
    • Experience working in a service delivery model or organization
    • Prior experience in E-commerce, Technology, and Professional Services a plus
    • Continuous accounting environment experience
    • Start up or small company experience that requires you to roll up your sleeves to build and identify process improvements, create out of the box ideas to meet client needs, and ability to balance many priorities

About Pilot

Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.

Pilot has over 1,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.

Why Pilot?

  • We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
  • The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
  • Flexible vacation/time-off policy
  • All federal holidays are observed
  • Competitive benefits package including wellness benefits such as Modern Health, Headspace, 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 $109,000 - $147,000 in Nashville, TN. 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.

Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information. You may view our job candidate privacy policy here.