Operations Manager, Consulting Services
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
• 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