About the role
What will you do at HappyRobot?
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
Which skills does this role require?
Make your next move
Build a shortlist and prepare
Identify the requirements you can demonstrate, then choose examples from your work to discuss with the hiring team.
- Build a focused shortlist before you applyCompare role requirements with your experience and give each application a clear reason.
- Practice explaining your experience in an interviewRehearse your answers before meeting the hiring team.
Other roles to compare
Review the responsibilities and requirements before adding an opening to your shortlist.
Revenue Operations Manger - Australia
Whatnot · Sydney, Australia / Melbourne, Australia
Product Operations
Glimpse · New York, NY, US
Project Manager
Array · United States
GTM Strategy & Operations Lead, Americas
Canva · Austin, TX, US
Test and Operations Engineering Intern - Spring/Summer 2027
Hermeus · Los Angeles, CA, US / Atlanta, GA, US
Member of Executive Operations, Seattle
OpenAI · Seattle, WA, US
Role information can change. Prepin can help you prepare, but does not submit an application for this role.