Strategic Finance & Business Operations

HappyRobot
San Francisco
Workplace: HybridFull timeUSD 110,000 - 145,000 annuallyFunction: Business OperationsExperience: 2-5 yearsSkills: ["Communication","Leadership","Problem-solving","Ownership","Prioritization"]

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.

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HappyRobot
HappyRobot
4 months ago

Strategic Finance & Business Operations

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Last checked: 16 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
WebsiteLinkedInGlassdoor