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Serve Robotics

Financial Analyst, FP&A

Serve Robotics

. Lead the preparation, analysis, and maintenance of detailed financial models and forecasts to inform business decisions .

Posted 10/14/2026full-timeRemote • United StatesMid-LevelSenior💰 $100,000 - $125,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial analysis, including budgeting, forecasting, and variance analysis, while leveraging advanced tools like Excel and Google Sheets to create complex financial models. Strong communication skills facilitate effective collaboration with cross-functional teams and the delivery of actionable insights to stakeholders.

Highest-signal resume keywords
Financial AnalysisAdvanced ExcelBudgetingVariance AnalysisScenario Modeling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Financial ModelingForecastingVariance AnalysisBudgetingFinancial ReportingAccounting PrinciplesScenario ModelingAnalytical SkillsProblem-Solving
Soft Skills
Communication SkillsBusiness Acumen
Tools & Technologies
Google SheetsExcelChatGPTNetSuiteFP&A Planning Tools
Industry Keywords
Financial InsightsCross-Functional CollaborationTech EnvironmentRobotics

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Comp & perks
  • Equity
  • Travel required only 2–4 times per year for around 4–5 business days each time