About the role
We are looking for a Strategic Finance & Business Operations professional with 2-5 years of experience in investment banking, private equity, or consulting to join as a foundational hire and help build the finance function from the ground up at a rapidly scaling AI company (100 to 250+ employees this year). You'll work directly with the Head of Finance and founders, splitting time between strategic finance and high-impact business operations projects.
What will you be doing?
- Supporting customer meetings, investor relations, pricing strategy, and demo preparation
- Building financial models, dashboards, and reporting for leadership visibility into revenue, burn, and unit economics
- Owning FP&A including annual planning, rolling forecasts, and headcount modeling
- Taking on ambiguous, high-priority biz ops projects (market analysis, vendor evaluation, partnership assessment)
- Building operational infrastructure and processes that don't exist yet as the company scales
Key Requirements
- 2-5 years at a top-tier investment bank (Morgan Stanley, Goldman, etc.), PE firm (Thoma Bravo, etc.), or MBB consulting firm
- Expert-level Excel/Google Sheets financial modeling skills (will be tested via in-person case study without AI)
- Self-starter who thrives without structure — flat org with no managers, must be comfortable finding information and solving problems independently
- Based in or willing to relocate to San Francisco (Dogpatch neighborhood office, 3+ days/week in-office)
- High urgency, ownership mentality — comfortable with long hours, rapid change, and doing the "dirty work" at a high-growth startup
About HappyRobot
HappyRobot is the AI-native operating system for the real economy—a system that closes the circuit between intelligence and action. By combining real-time truth, specialized AI workers, and an orchestrating intelligence, we help enterprises run complex, mission-critical operations with true autonomy.
Our AI OS compounds knowledge, optimizes at every level, and evolves over time. We’re starting with supply chain and industrial-scale operations, where resilience, speed, and continuous improvement matter most—freeing humans to focus on strategy, creativity, and other high-value tasks.
You can learn more about our vision in our Manifesto. HappyRobot has raised $62M to date, including our most recent $44M Series B in September 2025. Our investors include Y Combinator (YC), Andreessen Horowitz (a16z), and Base10—partners who believe in our mission to redefine how enterprises operate. We’re channeling this investment into building a world-class team: people with relentless drive, sharp problem-solving skills, and the passion to push limits in a fast-paced, high-intensity environment. If this resonates, you belong at HappyRobot.
Required skills
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Job details
Salary
$140,000 - $200,000
Location
San Francisco, United States
Experience
2+ years
Funding
Total raised
$62M
Last stage
Series B
Investors
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.