Senior Finance Operations Account Manager

Pilot.com; Dallas (TX); On-site; USD 61,000 - 107,000; Full time

Benefits offered by this job

Flexible vacation/time-off policy

401(k) plan

Competitive benefits package

Parental leave for birthing and non-birthing parents

Job summary

A financial services firm is looking for a Senior Finance Operations Account Manager in Dallas, Texas. This role involves managing client portfolios, ensuring high-quality financial reporting, and developing efficient accounting workflows. Ideal candidates will have 4-7 years of relevant experience, a degree in a related field, and strong technical skills with various web-based applications. This position offers a competitive salary and benefits.

Qualifications

• 4-7+ years in finance, accounting, consulting or business role.
• Ability to navigate multiple applications simultaneously with minimal training.
• Can prioritize multiple tasks and appropriately escalate on a timely basis.

Responsibilities

• Leverage Pilot software to produce high quality books and financial reports.
• Develop scalable and accurate accounting workflows.
• Manage complex client portfolios with high efficiency.

Skills

Strong technical proficiency with web-based applications

Self-directed with technology

Exceptional productivity and efficiency

Strong execution skills

Highly organized and detailed

Demonstrated problem-solving skills

Excellent verbal and written communication skills

Proficient in Excel/Google Sheets

Education

B.S. or M.S. in a related field (e.g., Accounting, Business)

Tools

QuickBooks Online

Google Workspace

Stripe

bill.com

HubSpot

Job description

Senior Finance Operations Account Manager

Join to apply for the Senior Finance Operations Account Manager role at Pilot.com

The Role

Pilot is building a first‑of‑its‑kind, hybrid software/service solution to tackle the financial back office (bookkeeping, tax, CFO, etc.) so that founders and business owners can focus on building and running their businesses. We already work with 1,700+ customers in the tech startup and SMB sectors, and we are expanding rapidly.

The Finance Operations team partners with our customers to support them in their business goals. This team manages the bookkeeping and accounting back office needs for a portfolio of customers across a range of industries. You will leverage our advanced tech to eliminate common errors, deliver faster results, and provide an elevated customer experience overall.

Beyond that, your feedback is key to building our product, and you may have opportunities to support our R&D teams in building better accounting automation, more efficient workflows, or more intuitive designs for our customers.

Key Responsibilities

• Leverage Pilot software to produce high quality books and financial reports
• Develop scalable and accurate accounting workflows to record a customer’s financial activity accurately and efficiently
• Build strong relationships with and provide exceptional experience to a portfolio of customers
• Mentor and develop newer team members
• Manage complex client portfolios with high efficiency and minimal manager support
• Handle client escalations independently and make sound judgment calls on client issues
• Mentor and coach junior team members through knowledge sharing and feedback

About You

Need to haves:

• 4-7+ years in a finance, accounting, consulting or business role and B.S. or M.S. in a related field (e.g., Accounting, Business, Operations, Economics)
• Strong technical proficiency with web‑based applications and cloud software – you'll work across QuickBooks Online, Google Workspace, and diverse client tech stacks including Stripe, bill.com, HubSpot, and banking platforms
• Self‑directed with technology – comfortable learning new software systems independently and navigating multiple applications simultaneously with minimal training
• Exceptional productivity and efficiency – demonstrated ability to manage high‑volume, complex client work independently
• Strong execution skills and bias for action – makes sound decisions quickly with available information
• Highly organized and detailed with an eye toward process
• Demonstrated problem‑solving and critical thinking skills
• Can prioritize multiple tasks and appropriately escalate on a timely basis
• Contributes to a culture of inclusion and belonging on the team
• Willingness to mentor and coach newer or more junior members on the team
• Excellent verbal and written communication skills
• Proficient in Excel/Google Sheets

Nice to haves:

• Public accounting experience and/or industry accounting experience
• Management experience
• Experience in high‑growth startup or fast‑paced consulting environment

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 2,000 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 this role is $61,000 – $107,000. 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 providing 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.

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Sales and Business Development

Industries: Accounting