serverobotics - Manager, Strategic Finance

• 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