Financial Analyst, FP&A
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Job Description
Financial Analyst supporting budgeting, forecasting, and scenario modeling for Serve Robotics’ sidewalk delivery robot business. Delivering financial insights through advanced Excel, Google Sheets, and ChatGPT.
Responsibilities:
- 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
Requirements:
- 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
- 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
Benefits:
- Equity
- Travel required only 2–4 times per year for around 4–5 business days each time
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