Manager, Strategic Finance

Serve Robotics

. Lead strategic prioritization and recommend where the company should invest, scale back, or stop .

Posted 10/16/2026full-timeRemote • Texas • United StatesMid-LevelSenior💰 $160,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in strategic finance, capital budgeting, and financial modeling, with a strong ability to partner with C-level executives and influence decision-making. Proficient in utilizing advanced tools like Google Sheets and Pigment for financial analysis and reporting.

Highest-signal resume keywords

Strategic Finance LeadershipCapital Budgeting (NPV/IRR)Financial Modeling for M&AExpertise in Google Sheets and ExcelPeople Management Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Capital BudgetingFinancial ModelingValuation AnalysisMarket SizingKPI FrameworksVariance AnalysisInvestment AnalysisScenario ModelingSensitivity ModelingAd Hoc Analysis

Soft Skills

Analytical SkillsProblem-SolvingCommunication SkillsExecutive PresenceCuriosity

Tools & Technologies

PigmentGoogle SheetsExcelERP SystemsAI/Workflow-Automation Tools

Certifications & Qualifications

MBACFACPA

Industry Keywords

Strategic FinanceCorporate FinanceInvestment BankingCorporate DevelopmentFP&ARoboticsHealthcare TechnologyCapital-Intensive BusinessesHigh-Growth EnvironmentTech Industry

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Lead strategic prioritization and recommend where the company should invest, scale back, or stop
Own capital budgeting and investment analysis using NPV, IRR, payback, scenario, and sensitivity models
Size targets and market opportunities, including TAM/SAM, unit economics, adoption, and penetration curves
Build and maintain sum-of-the-parts analyses for business lines, products, and markets
Lead financial modeling for M&A, strategic partnerships, and commercial agreements
Own and refresh the multi-year strategic plan and financial model
Define and maintain KPI and unit-economics frameworks
Prepare executive-ready presentations, valuation outputs, and financial narratives for leadership, board, and investor discussions
Run ad hoc analyses on pricing, go-to-market investments, competitive positioning, and corporate development
Act as primary Strategic Finance and FP&A partner to the Diligent Robotics CEO and COO, while developing understanding of Serve Robotics
Build toward team leadership by hiring, developing, and managing finance staff as the function scales
Own the operating budget, rolling forecast, and long-range plan
Run monthly and quarterly forecast cycles, variance analysis, and commentary
Partner with functional leaders and Accounting to challenge assumptions and reconcile forecasts, actuals, and financial statements
Serve as systems owner for Pigment, building and maintaining financial models and keeping it the single source of truth for planning
Improve data accuracy, speed, and scalability through automation and process redesign using Excel, Google Sheets, Pigment, and AI/workflow-automation tools

Requirements

What you’ll need

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
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 influence senior leadership through analysis and executive presence
Demonstrated curiosity and track record of learning an operating business from the ground up
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 such as NetSuite
Strong business acumen and excellent analytical, problem-solving, and communication skills
Comfortable operating with ambiguity and evolving priorities in a fast-scaling organization
Investment banking, management consulting, venture capital/private equity, or corporate development experience preferred
Experience in robotics, hardware, healthcare technology, or other capital-intensive operating businesses preferred
Prior people-management experience, or demonstrated readiness to build and lead a small team
MBA, CFA, or CPA preferred
Willingness to work in the United States; the application asks whether sponsorship will be required for employment visa status

Benefits

Comp & perks

Equity
Travel required 2-4 times per year, approximately 4-5 business days per trip
Opportunity to build and lead a finance team as the function scales