Finance Operations Account Manager

As a Finance Operations Account Manager at Pilot, you will manage bookkeeping and accounting for a diverse portfolio of small businesses. Your role is crucial in leveraging our proprietary software for producing high-quality financial reports, ensuring timely delivery, and nurturing solid relationships with clients.

To thrive as a Finance Operations Account Manager at Pilot, you need at least 2 years of experience in finance, accounting, or consulting. Strong communication skills, tech-savviness, and problem-solving abilities are essential. Additionally, familiarity with Excel or Google Sheets is a must to succeed.

Pilot is committed to the professional growth of its Finance Operations Account Managers through structured training sessions and mentorship programs. This supportive environment allows you to gain hands-on experience across various industries, helping you advance your career effectively.

The work environment for Finance Operations Account Managers at Pilot is vibrant and collaborative, located in a WeWork office in Music Row, Nashville. You'll enjoy a mix of professional development, providing excellent customer experiences, and working alongside friendly colleagues—all while enjoying snacks and lunch!

As a Finance Operations Account Manager at Pilot, we expect you to deliver exceptional customer service, meet monthly reporting deadlines, and contribute to creating inclusive workplace culture. Your performance will set the stage for potential remote work opportunities.

In your response, highlight any previous roles in finance or accounting where you successfully managed multiple accounts. Emphasize your attention to detail, ability to analyze financial data, and any software or tools you utilized.

Discuss your organizational skills and techniques, such as using task management software or creating priority lists. Give examples of how you’ve handled overlapping deadlines effectively in the past.

Share specific examples of how you’ve built rapport with clients through regular communication and personalized support. Highlight your listening skills and commitment to understanding their unique needs.

Explain your approach to conflict resolution, emphasizing empathy, acknowledgment of their concerns, and your desire to find a satisfactory solution. Mention previous experiences where you successfully turned a negative situation into a positive outcome.

Discuss the technology tools you’ve used in your previous roles, focusing on their efficiency and accuracy improvements. Emphasize your ability to adapt to new software, which is crucial for a tech-driven position like the Finance Operations Account Manager.

Share specific projects or reports you’ve worked on that involved financial analysis. Highlight your familiarity with generating reports and using them to inform business decisions, an essential part of the Finance Operations Account Manager role.

Provide an example where you faced a significant challenge in financial operations. Explain the steps you took to diagnose the issue, collaborate with teammates, and implement a solution, showcasing your problem-solving skills.

Describe your attention to detail and any specific checklists or methods you use to verify financial data. References to your familiarity with accounting principles and your proactive approach to preventing discrepancies would be beneficial.

Discuss your passion for helping businesses succeed and how financial clarity plays a crucial role in that success. Emphasize the satisfaction you derive from building relationships and supporting your clients.

Express your admiration for Pilot's innovative approach to financial services and the company's commitment to small business growth. Highlight your enthusiasm for being part of a dynamic, tech-driven team that values personal development and relationships.