HappyRobot

2 months ago

Strategic Finance & Business Operations

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Strategic finance leader and operator responsible for building dashboards, financial planning, fundraising support, and scalable financial infrastructure while driving cross-functional business operations to optimize growth at an AI-powered enterprise startup.

Location: San Francisco

Workplace: Hybrid

Employment Type: Full time

Job Function: Business Operations

Seniority: Mid level

Key Responsibilities

•Build dashboards and reporting that give leadership real-time visibility into revenue, burn, unit economics, and key operating metrics
•Own financial planning and analysis including annual planning, rolling forecasts, and headcount modeling
•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

Pay and Benefits

Salary: USD 110,000 - 145,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionEquity

Key Requirements

•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)
•Proficient in building financial models; Excel and Google Sheets are extensions of your brain
•Ability to operate in ambiguity and write playbooks; self-starter with high agency
•Strong communication skills; able to distill complexity into clear, actionable recommendations for founders and leadership
•SQL proficiency required; Python or BI tools are a plus

Experience:2-5 yearsAISaaSStartupEnterprise software

Skills:CommunicationLeadershipProblem-solvingOwnershipPrioritization

Languages:English

Tech Stack:SQLExcelGoogle SheetsPythonBI tools

Company Brief

HappyRobot

Builds and manages enterprise AI workers (conversational and document-processing agents) to automate operational workflows for supply chain and logistics companies, integrating with systems to execute tasks, collect real-time data, and drive operational insights.

Industry: Supply Chain Technology

Company Size: Medium (51 to 250 employees)

Growth: Scaleup

Valuation: USD 250M to 500M

Funding: Series B

Headquarters: San Francisco, United States

Founded: 2022

Website LinkedIn Glassdoor

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HappyRobot

2 months ago

Strategic Finance & Business Operations

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: San Francisco

Workplace: Hybrid

Employment Type: Full time

Job Function: Business Operations

Seniority: Mid level

Key Responsibilities

•Build dashboards and reporting that give leadership real-time visibility into revenue, burn, unit economics, and key operating metrics
•Own financial planning and analysis including annual planning, rolling forecasts, and headcount modeling
•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

Pay and Benefits

Salary: USD 110,000 - 145,000 annually

Equity and Bonus:Equity

Perks:Health InsuranceDentalVisionEquity

Key Requirements

•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)
•Proficient in building financial models; Excel and Google Sheets are extensions of your brain
•Ability to operate in ambiguity and write playbooks; self-starter with high agency
•Strong communication skills; able to distill complexity into clear, actionable recommendations for founders and leadership
•SQL proficiency required; Python or BI tools are a plus

Experience:2-5 yearsAISaaSStartupEnterprise software

Skills:CommunicationLeadershipProblem-solvingOwnershipPrioritization

Languages:English

Tech Stack:SQLExcelGoogle SheetsPythonBI tools

Company Brief

HappyRobot

Industry: Supply Chain Technology

Company Size: Medium (51 to 250 employees)

Growth: Scaleup

Valuation: USD 250M to 500M

Funding: Series B

Headquarters: San Francisco, United States

Founded: 2022

Website LinkedIn Glassdoor