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Associate, CFO Services

Skills
Attention To DetailBudget ManagementBudgetingBusiness PlanningBusiness ResearchExcel ModelingKey Performance Indicators
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • 1-2 years of relevant finance and strategy experience.
  • Advanced Excel modeling skills required.
  • Highly analytical with excellent verbal and written communication skills.
  • Proven ability to build strong collaborative working relationships.
  • Ability to thrive in a fast-paced and ambiguous environment.

Nice to have

  • CPA
  • MBA
  • Consulting Experience
  • Investment Banking Experience

Day to day

  • Partner with Senior Managers to develop financial models and forecasts.
  • Communicate with clients regularly to provide insights and solve their needs.
  • Support investor discussions and board meetings by analyzing and tracking KPIs.
  • Implement strategies and process improvements within Pilot CFO Services.