Diligent Robotics - Sr. Financial Analyst
Requirements
• Bachelor’s degree in Finance, Economics, Accounting, Engineering, or a related analytical field. • 3–6 years of experience across investment banking, private equity, corporate FP&A, or strategic finance, ideally with an Investment Banking or Private Equity foundation. • Strong expertise in budgeting, forecasting, variance analysis, scenario modeling, and long-range planning. • Advanced proficiency in Google Sheets and Excel, including complex modeling, and comfort building models from a blank sheet. • Solid understanding of accounting principles and financial statements with the ability to complete 3-statement financial modeling. • Strong business acumen with the ability to turn data into insight and insight into action. • Excellent analytical, problem-solving, and written/verbal communication skills; able to produce executive-ready materials with minimal supervision. • Comfortable operating with ambiguity and evolving priorities in a fast-scaling organization. • Prior experience in investment banking or private equity (particularly in industrials, healthcare, technology, or growth equity). • Experience at a high-growth technology, robotics, or hardware company. • Experience partnering with Operations, Supply Chain, or Commercial teams on operational analytics. • Hands-on comfort with emerging productivity tools (AI assistants, scripting, workflow automation) to work faster and better. • Experience with NetSuite or similar ERP systems.
Responsibilities
• Planning, Forecasting & Latest Estimate (LE) • Own and enhance company-wide and functional forecasts, ensuring alignment with strategic priorities and long-term growth objectives. • Lead the monthly Latest Estimate (LE) process refreshing the full-year view based on actuals to date, updated run-rates, and revised operational assumptions. Opportunity to socialize the LE with the Head of Finance and functional leaders. • Lead the annual budget and long-range planning (LRP) cycles, including driver-based financial models that incorporate operational, commercial, and strategic assumptions. • Build and reconcile both top-down and bottom-up financial models so forecasts are internally consistent, realistic, and decision-useful. • Maintain scenario and sensitivity models to assess the financial impact of strategic initiatives, pricing changes, deployment pacing, and capital allocation decisions. • Variance Analysis & Management Reporting • Lead monthly and quarterly variance analysis (Actuals vs. Budget, vs. Prior LE, vs. Prior Year), translating results into clear insights on performance drivers. • Identify emerging trends, risks, and execution gaps early, and proactively recommend corrective actions. • Elevate financial storytelling by connecting results to operational and strategic context; produce clear, concise commentary for the Head of Finance, executive leadership, and parent company reporting. • Partner with Accounting during month-end close to support accruals, flux explanations, and reporting integrity. • Business Operations Partnership • Partner directly with the Diligent’s Director of Business Operations (BizOps) on strategic analyses that shape how Diligent runs including fleet economics, cost-to-serve, deployment pacing, customer profitability, capacity planning, and operational KPIs. • Translate operational data (deployment metrics, service events, utilization, labor hours) into financial insight and vice versa, so leadership can make better-informed decisions faster. • Build and maintain operating dashboards and unit economic models that bridge finance and operations. • Support pricing, commercial strategy, and go-to-market decisions with rigorous, well-documented analysis. • Strategic Finance & Executive Support • Prepare and deliver executive-ready materials, including presentations and financial narratives for leadership meetings, board reviews, and parent company reporting. • Communicate complex financial concepts clearly to non-finance stakeholders across Engineering, Operations, Product, and GTM. • Support ad hoc strategic analyses related to new market entry, pricing strategy, partnerships, and corporate initiatives. • Operate with executive presence and earn trust as a go-to thought partner for senior leadership. • Systems & Tooling • Use advanced Excel/Google Sheets and emerging productivity tools (AI assistants, scripting, workflow automation) to streamline reporting and analysis. • Improve data accuracy, speed, and scalability across the FP&A stack through automation and process redesign.
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