Description review
Financial Analyst, FP&A
Serve Robotics · USA · back to the listing
HR standards
57/100
needs work
Title ↔ description
92/100
strong
Reads as
Financial Analyst
100% confident
What this role officially is
financial analyst — ESCO, the EU occupation classification
Financial analysts conduct economic research and elicit valuable analyses on financial matters such as profitability, liquidity, solvency, and asset management. They provide recommendations on financial matters for decision-making processes. Financial analysts work in both the public and the private sector.
Also known as: financial markets report writer, structured finance analyst, financial markets analyst, company analyst, financial markets forecaster, stock market analyst
How others title the same work
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Startups
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What the listing never says
- 16 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
- No location or timezone policy stated, so a candidate cannot tell where they may work from. Scope clarity
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
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, Miami, Dallas, Atlanta and Chicago 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.
JOB OVERVIEW
The Financial Analyst is responsible for supporting financial planning, analysis, and decision-making processes, with a focus on budgeting, forecasting, variance analysis, and scenario modeling.
JOB DUTIES
•
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.
Note: The list of responsibilities is intended to capture essential duties and responsibilities for incumbents in the job. An incumbent may perform additional duties as assigned
EXPERIENCE, QUALIFICATIONS, & SKILLS
Required Experience, Qualifications, and Skills
•
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.
Preferred Experience, Qualifications, and 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!
Additional Information
•
Travel will be required 2-4 times per year for around 4-5 business days each time.
The Serve fleet has been delighting merchants, customers, and pedestrians along the way in Los Angeles, Miami, Dallas, Atlanta and Chicago 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.
JOB OVERVIEW
The Financial Analyst is responsible for supporting financial planning, analysis, and decision-making processes, with a focus on budgeting, forecasting, variance analysis, and scenario modeling.
JOB DUTIES
•
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.
Note: The list of responsibilities is intended to capture essential duties and responsibilities for incumbents in the job. An incumbent may perform additional duties as assigned
EXPERIENCE, QUALIFICATIONS, & SKILLS
Required Experience, Qualifications, and Skills
•
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.
Preferred Experience, Qualifications, and 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!
Additional Information
•
Travel will be required 2-4 times per year for around 4-5 business days each time.