Financial Analyst, FP&A
At a glance
Mid-level FP&A role at Serve Robotics. Remote, United States · full-time · $100,000–$125,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build and update financial forecasts and models that support business decisions
- Compare actual results with budgets, then surface patterns, risks and opportunities
- Model different business choices to show their potential financial effects
- Use Excel, Google Sheets and ChatGPT to streamline reporting and improve accuracy
- Partner with business teams, explain financial outlooks and variances, and support reporting integrity and close work
What you bring
- At least three years in financial analysis, preferably in technology, robotics or a fast-moving setting
- Advanced Excel and Google Sheets skills, including building and working with complex financial models
- Strong grounding in budgeting, forecasting, variance analysis, financial reporting and accounting principles
- You can explain financial information clearly to colleagues without finance backgrounds
Who this fits
This mid-level analyst role suits someone who can turn financial analysis into useful guidance for business teams. Travel is required two to four times per year, for about four to five business days each trip.
From the employer
At Serve Robotics, we’re reimagining how things move in cities. Our personable sidewalk robot is our vision for the future. It’s designed to take deliveries away from congested streets, make deliveries available to more people, and benefit local businesses.
The Serve fleet has been delighting merchants, customers, and pedestrians along the way in Los Angeles, Miami, Dallas, Atlanta and Chicago while doing commercial deliveries. We’re looking for talented individuals who will grow robotic deliveries from surprising novelty to efficient ubiquity.
Who We Are
We are tech industry veterans in software, hardware, and design who are pooling our skills to build the future we want to live in. We are solving real-world problems leveraging robotics, machine learning and computer vision, among other disciplines, with a mindful eye towards the end-to-end user experience. Our team is agile, diverse, and driven. We believe that the best way to solve complicated dynamic problems is collaboratively and respectfully.
JOB OVERVIEW
The Financial Analyst is responsible for supporting financial planning, analysis, and decision-making processes, with a focus on budgeting, forecasting, variance analysis, and scenario modeling.
JOB DUTIES
Lead the preparation, analysis, and maintenance of detailed financial models and forecasts to inform business decisions.
Perform regular variance analysis and provide insights into budget versus actual results, identifying trends, risks, and opportunities.
Develop and maintain dynamic scenario models to assess the financial impact of various business strategies and decisions.
Leverage advanced Excel/Google Sheets and ChatGPT to automate and simplify complex reporting processes, ensuring higher efficiency and accuracy.
Act as a trusted financial partner to business units, collaborating with cross-functional teams to understand their financial needs and deliver actionable insights.
Prepare clear, concise, and insightful financial commentary to explain variances, trends, and forecasts to stakeholders at all levels.
Apply solid knowledge of accounting principles to ensure the integrity of financial reporting and assist in closing processes.
Note: The list of responsibilities is intended to capture essential duties and responsibilities for incumbents in the job. An incumbent may perform additional duties as assigned
EXPERIENCE, QUALIFICATIONS, & SKILLS
Required Experience, Qualifications, and Skills
3+ years of experience in financial analysis, preferably in a tech, robotics, or fast-paced environment.
Proficiency in advanced Google Sheets and Excel, with the ability to create and manipulate complex financial models.
Strong knowledge of budgeting, forecasting, variance analysis, and financial reporting.
"Comfort using emerging productivity tools (e.g., ChatGPT, scripting, workflow automation) to enhance efficiency."
Strong business acumen, with the ability to communicate financial information effectively to non-financial stakeholders.
Knowledge of accounting principles and a solid understanding of financial statements.
Excellent problem-solving, analytical, and communication skills.
Preferred Experience, Qualifications, and Skills
Experience with scenario modeling and financial forecasting tools, as well as ERP tools like NetSuite; experience implementing FP&A planning tools (Planful, Pigment, Anaplan, Adaptive) a plus!
Additional Information
Travel will be required 2-4 times per year for around 4-5 business days each time.