HappyRobot

Strategic Finance & Business Operations

San Francisco

Sponsorship not specifiedDetected 65 days ago

PythonSQLComputer VisionComplianceFinancial ModelingExcelM&AFP&ALogisticsProcurementCompensationLeadership

About the role

This is a foundational role equal parts strategic finance leader and operator, splitting time between strategic finance (50%) and project-based business operations (50%).
You will report directly to the Head of Finance and work alongside the founders and leadership team.
We are looking for someone who combines the analytical rigor of investment banking or private equity with the scrappiness and speed of an early-stage operator.

Build dashboards and reporting that give leadership real-time visibility into revenue, burn, unit economics, and key operating metrics
Support fundraising, investor relations, and strategic transactions such as M&A and partnerships with data-driven analysis and materials
Develop and maintain the financial infrastructure needed to operate efficiently as we scale from Series B toward growth stage
Take on high-priority, ambiguous projects that move the needle: pricing strategy, market analysis, new market entry, partnership evaluation, sales compensation design, or whatever the business needs most
Build operational infrastructure and processes as the company scales: the systems, workflows, and playbooks that do not exist yet
Partner cross-functionally with Sales, Marketing, Product, and Engineering to bring financial and analytical rigor to business decisions
Drive procurement, vendor evaluation, and cost optimization across the company
HappyRobot is the infrastructure for enterprises to build and orchestrate AI workforces.
We started in logistics, built our own voice stack, models, and orchestration layer from the ground up, and are now bringing that infrastructure to every enterprise that runs the real economy.

You have built financial models extensively.
You know the difference between what is important and what is urgent
Join a category-defining company in a massive, underserved market at exactly the right moment: post-Series B, enterprise traction proven, and scaling rapidly

2 to 5 years of experience with a strong foundation in investment banking, private equity, or consulting, followed by experience at a high-growth technology company (Series A to D preferred)
SQL proficiency required.
Python or BI tools are a plus

Own financial planning and analysis including annual planning, rolling forecasts, and headcount modeling

Learn more about our vision in our manifesto. https://www.happyrobot.ai/blog/manifesto
Competitive compensation including base salary, equity, and benefits
Comprehensive Benefits
Healthcare, dental, vision coverage.
Competitive salary + equity in a high-growth startup.

Identify and solve operational bottlenecks before they become problems
You have built financial models extensively. Excel and Google Sheets are extensions of your brain
You thrive in ambiguity. You do not need a playbook. You write the playbook
High agency, low ego. You will build a board deck in the morning and chase down a missing invoice in the afternoon. No task is beneath you
Exceptional judgment and prioritization. You know the difference between what is important and what is urgent
Strong communicator who can distill complexity into clear, actionable recommendations for founders and leadership
SQL proficiency required. Python or BI tools are a plus
Comfortable operating with incomplete information and making decisions at speed
You take ownership of outcomes, not just tasks. When you see a problem, you fix it

This listing is sourced directly from HappyRobot's careers page and normalized into a canonical job model.