Financial Analyst, FP&A

The role

The Financial Analyst supports financial planning, analysis, and decision-making processes. This role focuses on budgeting, forecasting, variance analysis, and scenario modeling.

What you will do

• 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 to assess the financial impact of business strategies.
• Leverage advanced Excel/Google Sheets and ChatGPT to automate and simplify reporting processes.
• Act as a trusted financial partner to business units and cross-functional teams.
• Prepare clear, concise, and insightful financial commentary for stakeholders.
• Apply knowledge of accounting principles to ensure financial reporting integrity and assist in closing processes.

Required qualifications

• 3+ years of experience in financial analysis
• Proficiency in advanced Google Sheets and Excel
• Strong knowledge of budgeting, forecasting, variance analysis, and financial reporting
• Comfort using emerging productivity tools (e.g., ChatGPT, scripting, workflow automation)
• Strong business acumen
• 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

Nice to have

• Experience in a tech, robotics, or fast-paced environment
• Experience with scenario modeling and financial forecasting tools
• Experience with ERP tools like NetSuite
• Experience implementing FP&A planning tools (Planful, Pigment, Anaplan, Adaptive)

About the company

Serve Robotics is building sidewalk robots for commercial deliveries. The team consists of tech industry veterans in software, hardware, and design.