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Lully

Strategic Finance – Business Operations

Lully

First Strategic Finance & Business Operations hire at HappyRobot, optimizing finance and operations for rapid AI startup growth.

Posted 5/18/2026full-timeSan Francisco • California • 🇺🇸 United StatesJuniorMid-Level💰 $110,000 - $145,000 per yearWebsite

Tech Stack

Tools & technologies
PythonSQL

About the role

Key responsibilities & impact
  • 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.
  • 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.
  • Drive procurement, vendor evaluation, and cost optimization across the company.
  • Identify and solve operational bottlenecks before they become problems.

Requirements

What you’ll need
  • 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.
  • SQL proficiency required. Python or BI tools are a plus.
  • Exceptional judgment and prioritization. You know the difference between what is important and what is urgent.
  • Comfortable operating with incomplete information and making decisions at speed.
  • Strong communicator who can distill complexity into clear, actionable recommendations for founders and leadership.
  • 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.

Benefits

Comp & perks
  • Comprehensive Benefits - Healthcare, dental, vision coverage.
  • Top-Tier Compensation - Competitive salary + equity in a high-growth startup.
  • Ownership & Autonomy - Take full ownership of projects and ship fast.
  • Opportunity to work at a high-growth AI startup, backed by top investors.
  • Work With the Best - Join a world-class team of engineers and builders.

ATS Keywords

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Hard Skills & Tools
financial modelingdata analysisSQLExcelGoogle SheetsPythonbusiness intelligence toolscost optimizationpricing strategymarket analysis
Soft Skills
exceptional judgmentprioritizationstrong communicationdecision makingproblem solvingadaptabilityhigh agencylow ego