Serve Robotics

Financial Analyst, FP&A

USA, United States full-time Mid Salary not listed
full-time Mid level Technology & IT Curated
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About the role

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.

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT Accounting Data Analysis Excel Finance Project Management Mid level

Likely questions

  1. Tell us about work you have done that is close to the Financial Analyst, FP&A role.
  2. How would you approach your first 30 days at Serve Robotics?
  3. Which of Accounting, Data Analysis and Excel have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you handle busy days, changing priorities, or pressure at work?

Prepare before the call

  • A recent example that proves your experience with Accounting, Data Analysis and Excel.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Financial Analyst, FP&A role because I can bring practical experience in Accounting, Data Analysis and Excel, learn the team quickly, and contribute to the outcomes Serve Robotics needs from this hire.

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