Manager, Strategic Finance

This is a fully remote position, open to applicants in Texas.

📋 Description

• Direct the strategic prioritization process and advise on where the company should allocate resources, reduce investments, or discontinue initiatives.

• Oversee capital budgeting and investment assessments utilizing NPV, IRR, payback periods, scenario analysis, and sensitivity models.

• Evaluate targets and market potentials, encompassing TAM/SAM, unit economics, adoption rates, and penetration curves.

• Develop and sustain sum-of-the-parts analyses across business lines, product offerings, and markets.

• Lead financial modeling efforts for mergers and acquisitions, strategic collaborations, and commercial agreements.

• Manage and update the multi-year strategic plan alongside financial models.

• Establish and uphold KPI and unit-economics frameworks.

• Create executive-level presentations, valuation outputs, and financial narratives for discussions with leadership, the board, and investors.

• Conduct ad hoc analyses on pricing strategies, go-to-market investments, competitive positioning, and corporate development initiatives.

• Serve as the primary Strategic Finance and FP&A liaison for the CEO and COO of Diligent Robotics while enhancing understanding of Serve Robotics.

• Progress towards team leadership by recruiting, developing, and managing finance personnel as the function expands.

• Oversee the operating budget, rolling forecasts, and long-term planning.

• Execute monthly and quarterly forecasting cycles, variance analysis, and commentary.

• Collaborate with functional leaders and the Accounting team to challenge assumptions and reconcile forecasts, actuals, and financial statements.

• Act as the systems owner for Pigment, developing and maintaining financial models and ensuring it serves as the single source of truth for planning.

• Enhance data accuracy, speed, and scalability through automation and process redesign using Excel, Google Sheets, Pigment, and AI/workflow automation tools.

⛳️ Requirements

• 6-8+ years of progressive experience in strategic finance, corporate finance, investment banking, corporate development, or FP&A with a substantial strategic focus, preferably in a technology, robotics, or high-growth sector.

• Proven ownership of strategic finance responsibilities, including capital budgeting (NPV/IRR), market sizing, sum-of-the-parts or valuation analysis, and M&A or partnership modeling.

• Experience in constructing and defending multi-year financial models and investment cases in front of executives, boards, or investors.

• Established ability to engage directly with C-level executives (CEO/COO) and influence senior leadership through analysis and executive presence.

• Demonstrated curiosity and a successful history of learning about an operating business from the ground up.

• Proven management of a company-wide budget, forecasting, and long-term planning processes.

• Expert-level proficiency in Google Sheets and Excel, including complex modeling and automation strategies.

• Hands-on experience with Pigment or a similar enterprise planning platform (Pigment is highly preferred).

• Strong grasp of accounting principles and financial statements; familiarity with ERP systems like NetSuite.

• Excellent business acumen coupled with strong analytical, problem-solving, and communication skills.

• Comfortable navigating ambiguity and shifting priorities within a rapidly scaling organization.

• Preferred background in investment banking, management consulting, venture capital/private equity, or corporate development.

• Experience in robotics, hardware, healthcare technology, or other capital-intensive operating sectors is preferred.

• Prior experience in people management or demonstrated readiness to build and lead a small team.

• MBA, CFA, or CPA is preferred.

• Willingness to work in the United States; the application will inquire if sponsorship is necessary for employment visa status.

🏝️ Benefits

• 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 expands.