Sr. Financial Analyst

Diligent Robotics builds socially intelligent robots that work alongside healthcare teams so clinicians can focus on patient care. Our flagship robot, Moxi, operates in hospitals across the United States and takes on non-clinical tasks like delivering supplies, running labs, and relieving the burden on nurses and staff. Headquartered in Austin, Texas, Diligent is a subsidiary of Serve Robotics (Nasdaq: SERV), a leader in autonomous delivery. We’re a mission-driven team building hardware and Embodied AI at the intersection of robotics and healthcare. We’re scaling commercial deployments and, as part of a publicly traded parent, we are raising the bar across our finance and accounting function. The Role We are hiring a Senior Financial Analyst to be a foundational hire on the Diligent finance team. Reporting to the Head of Finance with a dotted line to the Director of Business Operations, this is a hybrid FP&A and strategic analytics role. You will own the day-to-day mechanics of our planning and forecasting process while also partnering directly with Business Operations to translate operational and financial data into better decisions across the organization. This is a high-impact seat for an early- to mid-career finance professional ideally with an investment banking or private equity foundation who is ready to move from deal execution into an operating role where they will work directly with company leadership on the problems that are bringing robotics and embodied AI to life. 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. Basic Qualifications 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. Preferred Qualifications 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.