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# Manager, Strategic Finance

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[Apply for this job](#job-application)[View company](https://jobicy.com/company/serve-robotics.md)ShareRemote from[USA](https://jobicy.com/job-region/usa.md)SalaryUSD 160k–180k / yrDepartment[Finance & Accounting](https://jobicy.com/categories/accounting-finance.md)EmploymentFull TimeExperienceDirectorPublished19 Oct 2026Apply before18 Nov 2026Listing views28Application actions2Application toolkit

## Make your next move.

Prepare your resume, explore your fit, and draft a cover letter for this opportunity.

AI Summary

## The role, at a glance.

This strategic finance manager will partner closely with the CEO and COO to guide capital allocation, business planning, and major growth decisions across the combined robotics business. The role owns investment cases, valuation and M&A modeling, market sizing, unit economics, budgeting, rolling forecasts, and the long-range plan. It requires hands-on ownership of the Pigment planning environment and executive-ready financial narratives for leadership, board, and investor discussions. The position begins as an individual contributor but may grow into a small finance leadership role within the first year.

## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

5/5EasyHard

### Pace & Pressure

5/5RelaxedFast-paced

### Autonomy Level

5/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThe role combines high-stakes strategic finance, company-wide FP&A ownership, valuation work, and direct executive influence in a fast-scaling, capital-intensive robotics environment. Success requires both advanced modeling depth and the ability to turn operational uncertainty into clear investment recommendations.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job median (per year)Highly competitive$170,000US market range (per year)$145k–$195k0$214.50k

AI insightThe employer discloses an annual base-pay range of $160,000–$180,000 USD, with a midpoint of $170,000. The estimated US market range for a strategic finance manager with substantial FP&A, capital-allocation, and executive-partnership scope is approximately $145,000–$195,000 per year; this is an AI estimate, not verified salary research.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[Strategic finance](https://jobicy.com/jobs?search_keywords=Strategic%20finance.md)[Financial modeling](https://jobicy.com/jobs?search_keywords=Financial%20modeling.md)[Capital budgeting](https://jobicy.com/jobs?search_keywords=Capital%20budgeting.md)[NPV analysis](https://jobicy.com/jobs?search_keywords=NPV%20analysis.md)[IRR analysis](https://jobicy.com/jobs?search_keywords=IRR%20analysis.md)[FP&A](https://jobicy.com/jobs?search_keywords=FPA.md)[Long-range planning](https://jobicy.com/jobs?search_keywords=Long-range%20planning.md)[Rolling forecasts](https://jobicy.com/jobs?search_keywords=Rolling%20forecasts.md)[Valuation analysis](https://jobicy.com/jobs?search_keywords=Valuation%20analysis.md)[M&A modeling](https://jobicy.com/jobs?search_keywords=MA%20modeling.md)[Unit economics](https://jobicy.com/jobs?search_keywords=Unit%20economics.md)[Market sizing](https://jobicy.com/jobs?search_keywords=Market%20sizing.md)[Pigment](https://jobicy.com/jobs?search_keywords=Pigment.md)[Microsoft Excel](https://jobicy.com/jobs?search_keywords=Microsoft%20Excel.md)[Executive communication](https://jobicy.com/jobs?search_keywords=Executive%20communication.md)

Sample interview questionsHow would you evaluate whether to expand the robotics fleet into a new market?I would build an investment case that starts with addressable demand, expected adoption, pricing, deployment capacity, utilization, and local operating costs. I would model cash flows under base, upside, and downside scenarios, calculate NPV, IRR, and payback, and explicitly identify the assumptions that most affect the decision. I would then recommend clear investment gates and KPIs for monitoring post-launch performance.

Describe how you would reconcile a top-down company growth target with bottom-up functional plans.

I would translate the top-down target into its operational drivers, such as fleet size, utilization, delivery volume, pricing, and margin. I would compare those requirements with bottom-up hiring, deployment, sales, and cost assumptions, identify gaps, and facilitate trade-off discussions with functional leaders. The final plan should be internally consistent, financially tied to actuals, and transparent about risks and dependencies.

What makes an executive-level financial presentation effective?

An effective executive presentation begins with the decision required, the recommendation, and the expected financial impact. It uses a limited number of clearly defined KPIs, makes key assumptions visible, and distinguishes facts from scenarios. I would include sensitivities, risks, and concrete next steps so leaders can make an informed decision quickly.

How would you improve the reliability of a newly implemented Pigment planning environment?

I would first document the model architecture, data sources, ownership, calculation logic, and close-calendar dependencies. Next, I would establish reconciliation controls against the ERP and financial statements, define consistent metric definitions, and create a structured process for model changes. I would also automate recurring inputs where possible and train business partners so Pigment remains a trusted source of truth.

Tell us how you would assess the value of a potential strategic partnership or acquisition.

I would assess standalone economics, strategic fit, market access, operating synergies, integration costs, and execution risks. The model would include valuation scenarios, expected synergies, deal-structure considerations, and a post-deal scorecard tied to the original investment case. I would clearly separate value that is already proven from value dependent on assumptions or integration execution.

Opportunity details

## About this role.

At Serve Robotics, we’re reimagining how things move in cities. Our personable sidewalk robot is our vision for the future. It’s designed to take deliveries away from congested streets, make deliveries available to more people, and benefit local businesses.

The Serve fleet has been delighting merchants, customers, and pedestrians along the way in Los Angeles, Miami, Dallas, Atlanta and Chicago while doing commercial deliveries. We’re looking for talented individuals who will grow robotic deliveries from surprising novelty to efficient ubiquity.

### Who We Are

We are tech industry veterans in software, hardware, and design who are pooling our skills to build the future we want to live in. We are solving real-world problems leveraging robotics, machine learning and computer vision, among other disciplines, with a mindful eye towards the end-to-end user experience. Our team is agile, diverse, and driven. We believe that the best way to solve complicated dynamic problems is collaboratively and respectfully.

JOB OVERVIEW

The Manager, Strategic Finance is the finance leader responsible for shaping where Diligent Robotics invests and how it grows. Working directly with the Diligent CEO and COO as principal business partners, the role leads the analysis behind the company’s biggest decisions: strategic prioritization, target and market sizing, sum-of-the-parts valuation, capital budgeting (NPV, IRR, payback), and the investment cases for new markets, partnerships, and M&A. Success requires a deep command of the operational drivers of the Diligent Robotics business (fleet deployment, utilization, unit economics, hospital customer dynamics, and cost structure) and an equally deep understanding of the Serve Robotics business, so that every recommendation is grounded in how the combined business actually runs. The role also owns the planning and forecasting foundation that makes that analysis credible, including the budget, long-range plan, and the Pigment planning environment. The role may begin as an individual contributor with line of sight to building and leading a team within the first 12 months.

We have a strong preference for someone based in Austin, TX 🙂

JOB DUTIES

Strategic Finance and Capital Allocation

● Lead strategic prioritization for the business: frame trade-offs across initiatives, quantify resource requirements and expected returns, and recommend to the CEO and COO where the company should invest, scale back, or stop

● Own capital budgeting and investment analysis, building NPV, IRR, payback, and scenario and sensitivity models for capital deployment, major programs, pricing changes, and new market entry, and setting the hurdle-rate and return frameworks used to evaluate them

● Size targets and market opportunities (TAM/SAM, unit economics, adoption and penetration curves) to underpin company goals, board-level targets, and the long-range plan

● Build and maintain sum-of-the-parts analyses that value and compare business lines, products, and markets, and use them to drive portfolio, pricing, and resource-allocation decisions

● Lead financial modeling for M&A, strategic partnerships, and commercial agreements, including valuation, synergies, integration scenarios, deal structuring inputs, and post-deal performance tracking against the original investment case

● Own the long-range strategic plan: translate company strategy into a multi-year financial model with explicit growth, margin, and capital assumptions, and refresh it as the strategy evolves

● Define and maintain the KPI and unit-economics framework the CEO and COO use to run the business, ensuring the metrics tie to the financial model and to value creation

● Prepare and deliver executive-ready presentations, valuation outputs, and financial narratives for leadership meetings, board reviews, and investor discussions, ensuring alignment between strategy, financials, and messaging

● Run ad hoc strategic analyses on pricing strategy, go-to-market investments, competitive positioning, and corporate development opportunities

Executive Business Partnership (Diligent and Serve)

● Serve as the primary Strategic Finance and FP&A partner to the Diligent Robotics CEO and COO, acting as their trusted advisor on operating performance, resource allocation, and investment decisions

● Develop a deep, first-hand understanding of the operational drivers of the Diligent Robotics business by spending time with operations, deployment, and customer teams, and translate that understanding into forecast assumptions, KPIs, and decision frameworks

● Build an equally deep understanding of the Serve Robotics business, including its operating model, drivers, and strategic priorities, so that Diligent investment cases are evaluated in the context of the combined business

● Operate with strong executive presence, communicating complex financial concepts clearly to non-finance stakeholders and influencing decisions through data-driven insight

● Build toward team leadership: as the function scales, hire, develop, and manage finance staff, set priorities and quality standards for the team’s work, and establish processes that scale beyond a single contributor

Planning and Forecasting Foundation

● Own the company-wide operating budget, rolling forecast, and long-range plan, reconciling top-down targets with bottom-up functional inputs so forecasts are internally consistent, realistic, and decision-useful

● Run the monthly and quarterly forecast cycle, including variance analysis and commentary that connects results to the operational and strategic drivers of the business

● Partner with functional leaders and Accounting to challenge assumptions, surface risks and opportunities early, and ensure forecasts, actuals, and financial statements tie

● Serve as the systems owner for Pigment, the company’s newly completed planning environment, with responsibility for building financial models and conducting analysis within it, maintaining and extending the build, and keeping it the single source of truth for planning

● Improve data accuracy, speed, and scalability through automation and process redesign, leveraging advanced Excel/Google Sheets, Pigment, and emerging AI and workflow-automation tools, so that more of the team’s time goes to strategic analysis

EXPERIENCE, QUALIFICATIONS, & SKILLS

Required Experience, Qualifications, and Skills

● 6-8+ years of progressive experience in strategic finance, corporate finance, investment banking, corporate development, or FP&A with significant strategic scope, preferably in a tech, robotics, or high-growth environment

● Demonstrated ownership of strategic finance work, including capital budgeting (NPV/IRR), target or market sizing, sum-of-the-parts or valuation analysis, and M&A or partnership modeling, with examples of recommendations that changed a decision

● Experience building and defending multi-year financial models and investment cases in front of executives, boards, or investors

● Proven ability to partner directly with C-level executives (CEO/COO) and to influence senior leadership through analysis and executive presence

● Demonstrated curiosity and track record of learning an operating business from the ground up, getting close to operations and customers rather than just the general ledger, and converting that knowledge into better forecasts and decisions

● Proven ownership of a company-wide budget, forecast, and long-range planning cycle

● Expert-level proficiency in Google Sheets and Excel, including complex modeling and automation techniques

● Hands-on experience with Pigment or a comparable enterprise planning platform (Pigment strongly preferred)

● Solid understanding of accounting principles and financial statements; experience with ERP systems (e.g., NetSuite)

● Strong business acumen and excellent analytical, problem-solving, and communication skills

● Comfortable operating with ambiguity and evolving priorities in a fast-scaling organization

Preferred Experience, Qualifications, and Skills

● Investment banking, management consulting, venture capital/private equity, or corporate development experience

● Experience in robotics, hardware, healthcare technology, or other capital-intensive operating businesses

● Prior people-management experience, or demonstrated readiness to build and lead a small team

● MBA, CFA, or CPA

Additional Information

● Travel required 2-4 times per year, approximately 4-5 business days per trip

● This role is expected to begin as an individual contributor; team scope, structure, and leveling will be revisited as the function grows

● This role may take on additional responsibilities as the company continues to scale

Show more

[Apply now >](https://jobicy.com/jobs/155817-manager-strategic-finance.md)

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