Senior Financial Analyst, Strategic Finance & FP&A

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 Senior Financial Analyst, Strategic Finance & FP&A plays a critical part in driving strategic decision-making, supporting Business Development initiatives, and delivering forward-looking financial analysis for M&A, partnerships, and long-range planning. JOB DUTIES

• Own and enhance company-wide and functional forecasts, ensuring alignment with strategic priorities and long-term growth objectives
• Lead development of driver-based financial models that incorporate operational, commercial, and strategic assumptions
• Build and evaluate both top-down and bottom-up financial models, reconciling differences to ensure forecasts are internally consistent, realistic, and decision-useful
• Partner with senior leaders to refine forecasts, challenge assumptions, and identify risks and opportunities
• Build and maintain advanced scenario and sensitivity models to assess financial impacts of strategic initiatives, market expansion, pricing changes, and capital allocation decisions

Support long-range planning (LRP) and multi-year financial projections, ensuring consistency across strategic narratives and financial outputs

• Serve as the primary FP&A partner for Business Development, supporting:
• Financial modeling for M&A, strategic partnerships, and commercial agreements
• Evaluation of investment returns, synergies, and integration scenarios
• Develop forward-looking forecasts and valuation models to support transaction diligence, board materials, and executive decision-making
• Assist in post-deal financial integration planning and performance tracking
• Lead monthly and quarterly variance analysis, translating results into clear insights on performance drivers
• Identify emerging trends, risks, and execution gaps, and proactively recommend corrective actions
• Elevate financial storytelling by connecting results to operational and strategic context
• Act as a key Pigment power user, owning or supporting:
• Model design and maintenance
• Forecasting workflows and version control
• Reporting structures and dashboards
• Partner with Finance leadership to enhance and scale Pigment, including new use cases, integrations, and model improvements
• Leverage advanced Excel/Google Sheets, Pigment, and emerging productivity tools (e.g., ChatGPT, scripting, workflow automation) to streamline reporting and analysis
• Improve data accuracy, speed, and scalability through automation and process redesign
• Act as a trusted financial advisor to Business Development and other functional leaders
• Demonstrate strong executive presence, with the ability to confidently interface with senior executive leadership and influence decisions through clear, data-driven insights
• Prepare and deliver executive-ready materials, including presentations and financial narratives for leadership meetings, investor discussions, and board reviews
• Communicate complex financial concepts clearly to non-finance stakeholders
• Support the Strategy team with financial analysis, market research, and competitive insights to inform long-term strategic initiatives
• Partner on deck-building and narrative development for executive, board, and investor presentations, ensuring alignment between strategy, financials, and messaging
• Assist with ad hoc strategic analyses related to new market entry, pricing strategy, partnerships, and corporate development
• Apply strong accounting fundamentals to ensure alignment between forecasts, actuals, and financial statements
• Partner with Accounting during close cycles to support accruals, explanations, and reporting integrity

EXPERIENCE, QUALIFICATIONS, & SKILLS Required Experience, Qualifications, and Skills

• 4–6+ years of experience in FP&A, strategic finance, or corporate finance, preferably in a tech, robotics, or high-growth environment
• Demonstrated experience supporting Business Development, strategic initiatives, or M&A-related financial analysis
• Hands-on experience with Pigment (implementation or heavy usage strongly preferred)
• Strong expertise in budgeting, forecasting, variance analysis, scenario modeling, and long-range planning
• Advanced proficiency in Google Sheets and Excel, including complex modeling and automation techniques
• Experience with ERP systems (e.g., NetSuite)
• Solid understanding of accounting principles and financial statements
• Proven ability to operate with executive presence, effectively supporting and influencing senior leadership
• Strong business acumen with the ability to turn data into insights and action
• Excellent analytical, problem-solving, and communication skills
• Comfortable operating with ambiguity and evolving priorities in a fast-scaling organization

Preferred Experience, Qualifications, and Skills

• Investment banking, management consulting, or venture capital experience preferred (but not required)
• Experience with other FP&A tools (Planful, Adaptive, Anaplan) a plus

Additional Information

• Travel required 2–4 times per year, approximately 4–5 business days per trip
• This role may take on additional responsibilities as the company continues to scale

Compensation

Range: $125K - $145K Apply tot his job Apply To this Job