Strategic Finance & Business Operations

About HappyRobot

HappyRobot is the infrastructure for enterprises to build and orchestrate AI workforces. Our AI workers don't just communicate - they make decisions, take action, and run operations autonomously across voice, email, and enterprise systems. Born in Y Combinator (S23) and backed by a16z and Base10 with over $60M raised, we power critical operations for global enterprises worldwide.

Our platform is battle-tested in the most demanding environments - where AI has real consequences. We started in logistics, built our own voice stack, models, and orchestration layer from the ground up, and are now bringing that infrastructure to every enterprise that runs the real economy. Learn more about our vision in our manifesto.

About the Role

We are hiring our first Strategic Finance & Business Operations hire to help build the finance function from the ground up and drive high-impact projects across the business. This is a foundational role equal parts strategic finance leader and operator, splitting time between strategic finance (50%) and project-based business operations (50%).

You will report directly to the Head of Finance and work alongside the founders and leadership team. We are looking for someone who combines the analytical rigor of investment banking or private equity with the scrappiness and speed of an early-stage operator. You should be the kind of person who can build a three-statement model on Monday and negotiate a vendor contract on Thursday.

This is not a back-office role. You will be in the room where decisions are made, armed with the data and frameworks to shape them.

What You Will Do

Strategic Finance (50%)

• 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

Business Operations (50%)

• 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

• Build operational infrastructure and processes as the company scales: the systems, workflows, and playbooks that do not exist yet

• Partner cross-functionally with Sales, Marketing, Product, and Engineering to bring financial and analytical rigor to business decisions

• Drive procurement, vendor evaluation, and cost optimization across the company

• Identify and solve operational bottlenecks before they become problems

Who You Are

• 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)

• You have built financial models extensively. Excel and Google Sheets are extensions of your brain

• You thrive in ambiguity. You do not need a playbook. You write the playbook

• High agency, low ego. You will build a board deck in the morning and chase down a missing invoice in the afternoon. No task is beneath you

• Exceptional judgment and prioritization. You know the difference between what is important and what is urgent

• Strong communicator who can distill complexity into clear, actionable recommendations for founders and leadership

• SQL proficiency required. Python or BI tools are a plus

• Comfortable operating with incomplete information and making decisions at speed

• You take ownership of outcomes, not just tasks. When you see a problem, you fix it

Why This Role

• First strategic finance hire: you will define how this function operates and set the foundation for the team you will eventually build

• Direct access to founders and the leadership team. Your work will directly influence company strategy

• High-trust, low-ego environment where impact matters more than titles

• Join a category-defining company in a massive, underserved market at exactly the right moment: post-Series B, enterprise traction proven, and scaling rapidly

• Competitive compensation i