HappyRobot
Strategic Finance & Business Operations
San Francisco · Mid
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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.
Responsibilities
- 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
Requirements
- 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
Nice to have
- 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
Compensation
- Own financial planning and analysis including annual planning, rolling forecasts, and headcount modeling
Company info
- We are "majos" Be friendly & have fun with your coworkers.
This listing is sourced directly from HappyRobot's careers page and normalized into a canonical job model.