Manager, Strategic Finance

About Serve Robotics Serve Robotics (NASDAQ: SERV) builds AI-powered, low-emissions delivery robots that move meals across sidewalks, connecting restaurants and customers through local delivery. Spun off from Uber in 2021, Serve now operates as an independent company. We've completed tens of thousands of deliveries for partners including Uber Eats, DoorDash, and Grubhub, and we've grown our fleet to 2,000 robots in multiple U.S. markets. We're building a future where people thrive with robots by their side. Come join us, we're hiring!

Serve Robotics

Serve Robotics develops advanced, AI-powered, sidewalk delivery robots that make delivery sustainable and economical

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S

serverobotics.com

51-200 employees

Technology, Information and Internet

Los Angeles, CA

2021

Public Company

33k LinkedIn followers

Raised $544M

• The Manager, Strategic Finance is the finance leader responsible for shaping where Diligent Robotics invests and how it grows. Working directly with the Diligent CEO and COO as principal business partners, the role leads the analysis behind the company’s biggest decisions: strategic prioritization, target and market sizing, sum-of-the-parts valuation, capital budgeting (NPV, IRR, payback), and the investment cases for new markets, partnerships, and M&A. Success requires a deep command of the operational drivers of the Diligent Robotics business (fleet deployment, utilization, unit economics, hospital customer dynamics, and cost structure) and an equally deep understanding of the Serve Robotics business, so that every recommendation is grounded in how the combined business actually runs. The role also owns the planning and forecasting foundation that makes that analysis credible, including the budget, long-range plan, and the Pigment planning environment. The role may begin as an individual contributor with line of sight to building and leading a team within the first 12 months.
• We have a strong preference for someone based in Austin, TX :)
• JOB DUTIES
• Strategic Finance and Capital Allocation
• Lead strategic prioritization for the business: frame trade-offs across initiatives, quantify resource requirements and expected returns, and recommend to the CEO and COO where the company should invest, scale back, or stop
• Own capital budgeting and investment analysis, building NPV, IRR, payback, and scenario and sensitivity models for capital deployment, major programs, pricing changes, and new market entry, and setting the hurdle-rate and return frameworks used to evaluate them
• Size targets and market opportunities (TAM/SAM, unit economics, adoption and penetration curves) to underpin company goals, board-level targets, and the long-range plan
• Build and maintain sum-of-the-parts analyses that value and compare business lines, products, and markets, and use them to drive portfolio, pricing, and resource-allocation decisions
• Lead financial modeling for M&A, strategic partnerships, and commercial agreements, including valuation, synergies, integration scenarios, deal structuring inputs, and post-deal performance tracking against the original investment case
• Own the long-range strategic plan: translate company strategy into a multi-year financial model with explicit growth, margin, and capital assumptions, and refresh it as the strategy evolves
• Define and maintain the KPI and unit-economics framework the CEO and COO use to run the business, ensuring the metrics tie to the financial model and to value creation
• Prepare and deliver executive-ready presentations, valuation outputs, and financial narratives for leadership meetings, board reviews, and investor discussions, ensuring alignment between strategy, financials, and messaging
• Run ad hoc strategic analyses on pricing strategy, go-to-market investments, competitive positioning, and corporate development opportunities
• Serve as the primary Strategic Finance and FP&A partner to the Diligent Robotics CEO and COO, acting as their trusted advisor on operating performance, resource allocation, and investment decisions
• Develop a deep, first-hand understanding of the operational drivers of the Diligent Robotics business by spending time with operations, deployment, and customer teams, and translate that understanding into forecast assumptions, KPIs, and decision frameworks
• Build an equally deep understanding of the Serve Robotics business, including its operating model, drivers, and strategic priorities, so that Diligent investment cases are evaluated in the context of the combined business
• Operate with strong executive presence, communicating complex financial concepts clearly to non-finance stakeholders and influencing decisions through data-driven insight
• Build toward team leadership: as the function scales, hire, develop, and manage finance staff, set priorities and quality standards for the team’s work, and establish processes that scale beyond a single contributor
• Own the company-wide operating budget, rolling forecast, and long-range plan, reconciling top-down targets with bottom-up functional inputs so forecasts are internally consistent, realistic, and decision-useful
• Run the monthly and quarterly forecast cycle, including variance analysis and commentary that connects results to the operational and strategic drivers of the business
• Partner with functional leaders and Accounting to challenge assumptions, surface risks and opportunities early, and ensure forecasts, actuals, and financial statements tie
• Serve as the systems owner for Pigment, the company’s newly completed planning environment, with responsibility for building financial models and conducting analysis within it, maintaining and extending the build, and keeping it the single source of truth for planning
• Improve data accuracy, speed, and scalability through automation and process redesign, leveraging advanced Excel/Google Sheets, Pigment, and emerging AI and workflow-automation tools, so that more of the team’s time goes to strategic analysis

Required

• 6-8+ years of progressive experience in strategic finance, corporate finance, investment banking, corporate development, or FP&A with significant strategic scope, preferably in a tech, robotics, or high-growth environment
• Demonstrated ownership of strategic finance work, including capital budgeting (NPV/IRR), target or market sizing, sum-of-the-parts or valuation analysis, and M&A or partnership modeling, with examples of recommendations that changed a decision
• Experience building and defending multi-year financial models and investment cases in front of executives, boards, or investors
• Proven ability to partner directly with C-level executives (CEO/COO) and to influence senior leadership through analysis and executive presence
• Demonstrated curiosity and track record of learning an operating business from the ground up, getting close to operations and customers rather than just the general ledger, and converting that knowledge into better forecasts and decisions
• Proven ownership of a company-wide budget, forecast, and long-range planning cycle
• Expert-level proficiency in Google Sheets and Excel, including complex modeling and automation techniques
• Hands-on experience with Pigment or a comparable enterprise planning platform (Pigment strongly preferred)
• Solid understanding of accounting principles and financial statements; experience with ERP systems (e.g., NetSuite)
• Strong business acumen and excellent analytical, problem-solving, and communication skills
• Comfortable operating with ambiguity and evolving priorities in a fast-scaling organization

Preferred

• Investment banking, management consulting, venture capital/private equity, or corporate development experience
• Experience in robotics, hardware, healthcare technology, or other capital-intensive operating businesses
• Prior people-management experience, or demonstrated readiness to build and lead a small team

• Equity