Senior Financial Planning and Analysis Manager

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 while doing commercial deliveries.

The Serve fleet has been delighting merchants, customers, and pedestrians along the way in Los Angeles 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.

The Financial Planning and Analysis Manager will play a pivotal leadership role in shaping the Finance team and establishing the FP&A function. Reporting directly to the Chief Financial Officer, you will be responsible for building and scaling the foundation of FP&A while developing the processes, systems, and strategies to support the company’s growth and ensure long-term financial health.

This role offers a unique opportunity to directly influence the quality and impact of our work as we scale. We are looking for a finance professional with entrepreneurial drive, a proactive mindset, and the ability to partner effectively across a dynamic, growing public organization. The ideal candidate will bring innovative, forward-thinking approaches to FP&A, combining strategic insight with hands-on execution.

Please note, this position is designed to operate as the sole FP&A function for the next 12 months, with opportunities for expansion as the company grows.

Responsibilities

• Support the executive team in understanding the financial implications of strategic decisions, including resource investments, spend allocation, and business planning.

• Build long-range plans and size strategic initiatives in collaboration with department leaders across the organization.

• Oversee the annual operating budget process, track and report performance relative to plan, and implement and manage rolling forecast updates with a focus on operational excellence and attention to detail. 

• Improve operating teams’ understanding of financial statements and budget adherence through transparent analysis and strong partnership.

• Establish, track, and monitor operational KPIs to drive greater efficiency and alignment with company goals.

• Define and report on critical business metrics, proactively analyze trends, and identify opportunities to improve financial performance.

• Provide data-driven insights to inform strategy, improve efficiency, and maximize ROI.

• Partner with operating teams to deliver actionable recommendations that support revenue growth, profitability, and operational efficiency.

• Assist in preparing materials for Board of Directors meetings, ensuring accuracy and clarity.

• Continuously enhance processes, tools, and methodologies to improve efficiency, accuracy, and the strategic impact of the FP&A function.

• Work closely with the CFO to develop and execute financial strategies, initiatives, and key investments.

Qualifications 

• Bachelor’s Degree in Finance, Accounting, Economics, or a related field..

• 8+ years of relevant experience, ideally in organizations that have experienced significant growth and operational maturity.

• Advanced knowledge of the Google ecosystem, including super-user proficiency in Google Sheets.

• Advanced understanding of GAAP financial statements and the ability to apply them in dynamic business scenarios.

• Forward-thinking problem-solver with a knack for building clarity and solutions out of ambiguity and executing with precision.

• Strong ability to connect financial data to strategic objectives, with exceptional storytelling skills to communicate financial performance and insights effectively.

Preferred Qualifications 

• Experience coding (e.g., Java, Python) to enhance financial modeling capabilities.

• Industry Knowledge:

  • Manufacturing finance experience.

  • Exposure to the unique requirements of public companies.