Financial Analyst, FP&A

Serverobotics
United States
Remote

Who this role is best for

A natural match if you have experience in financial analysis within a tech or robotics environment and are comfortable with automation tools.

Best fit for

  • Candidates with 3+ years of financial analysis in tech or robotics and strong automation tool experience
    — “3+ years of experience in financial analysis, preferably in a tech, robotics, or fast-paced environment.”
  • Professionals who can simplify complex financial reporting using tools like ChatGPT and Excel
    — “Leverage advanced Excel/Google Sheets and ChatGPT to automate and simplify complex reporting processes”
  • Individuals who thrive in collaborative, cross-functional environments and value user experience
    — “collaborating with cross-functional teams to understand their financial needs and deliver actionable insights.”

Things to consider

  • Remote work is possible, but travel is required 2-4 times per year for 4-5 business days each time
    — “Travel will be required 2-4 times per year for around 4-5 business days each time.”

How to stand out

  • Highlight experience with scenario modeling and ERP tools like NetSuite in your resume and interviews
    — “Experience with scenario modeling and financial forecasting tools, as well as ERP tools like NetSuite”
  • Demonstrate your ability to communicate financial insights to non-financial stakeholders
    — “Strong business acumen, with the ability to communicate financial information effectively to non-financial stakeholders.”
  • Showcase your track record in budgeting, forecasting, and variance analysis with specific examples
    — “Strong knowledge of budgeting, forecasting, variance analysis, and financial reporting.”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • lead the preparation, analysis, and maintenance of detailed financial models and forecasts
  • perform regular variance analysis and provide insights into budget versus actual results
  • develop and maintain dynamic scenario models
  • prepare clear, concise, and insightful financial commentary
  • apply solid knowledge of accounting principles to ensure the integrity of financial reporting
Typical background
3+ years of experience in financial analysis, preferably in a tech, robotics, or fast-paced environment

Skills & requirements

Required

Financial ModelingForecastingVariance AnalysisAdvanced Excel/google SheetsChatgptAccounting PrinciplesFinancial ReportingClosing ProcessesBusiness AcumenCommunication

Preferred

Scenario ModelingFinancial Forecasting ToolsERP Tools Like NetsuiteFP&A Planning Tools (planful, Pigment, Anaplan, Adaptive)

Stack & domain

Financial ModelsForecastsVariance AnalysisScenario ModelingAdvanced ExcelGoogle SheetsChatgptAutomationComplex ReportingAccounting PrinciplesFinancial ReportingClosing ProcessesERP ToolsFP&A Planning ToolsNetsuitePlanfulPigmentAnaplanAdaptiveBusiness AcumenCommunicationProblem-solvingAnalyticalFinancial InformationTechRoboticsMachine LearningComputer VisionEnd-to-end User ExperienceFinancial PlanningAnalysisDecision-makingBudgetingForecastingFinancial ImpactBusiness StrategiesFinancial NeedsActionable InsightsFinancial Statements

About the role

Original posting from Serverobotics via Ashby

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.

Source: Serverobotics careers (Ashby)

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