Finance Transformation Manager

WHO WE ARE

Serval http://serval.com is an AI-native automation platform transforming how enterprises operate. We build intelligent agents that understand real-world workflows and execute them end-to-end — replacing manual processes and rigid legacy systems with adaptive, learning software. Founded in early 2024, Serval is already trusted by companies like Fox, Notion, Perplexity, Vercel, and Brex to automate high-volume, high-friction operational work across their organizations.

At the core of Serval is an agentic AI platform that turns natural language into production-grade workflows. Our agents don’t just respond to requests — they reason, take action across systems, and continuously improve with usage. What began with operational use cases has quickly evolved into a horizontal AI automation layer used across IT, HR, Finance, Security, Legal, and Engineering.

Our mission is to eliminate repetitive, manual work across the enterprise and give teams leverage through intelligent automation. Long term, we’re building the universal AI operations layer — a system of agents that sits across business functions and runs the workflows that keep modern companies moving.

We’re backed by leading investors including Sequoia Capital, Redpoint Ventures, Meritech, First Round, General Catalyst, Elad Gil, and others.

THE MISSION

We’re scaling at a historic pace with a lean finance team, which only works if that team runs on systems, not spreadsheets. Today our finance data lives in disconnected places: ERP, CRM, Bill pay systems, our billing and usage data, payroll, and a lot of exports. Reconciliations, close tasks and reporting take more hands than they should.

You are the technical backbone of Serval Finance. Think of the role as an accounting automation engineer: you connect our finance data, build the data foundations behind sales, marketing and cost reporting, and automate manual accounting workflows, Serval first. Serval runs on Serval, and you will be one of its most demanding internal builders.

The role has two parts:

- Finance transformation (most of your time). Own the finance systems roadmap, build automations and agents on Serval, and create a single, trusted view of our revenue, go-to-market and cost data so leadership can see where to invest, faster.

- Corporate accounting (part time). Run and automate parts of the close yourself: account reconciliations, complex calculations, and day-to-day operations such as Ramp bills and corporate card management.

You'll report to Francisco Meyo, VP, Controller, and work closely with our Head of Finance, RevOps, Engineering, Sales and Marketing leadership, and our revenue accounting team.

WHO YOU ARE

- A builder at heart. You scope what matters, prototype it and ship it yourself. You have built agents and automations that run in a real finance operation and that people still use.

- Fluent in both languages. You understand the close, reconciliations and revenue well enough to spot what to automate, and you can write a spec an engineer respects.

- A systems thinker. You design for the long run: clean data models, one source of truth, controls and audit trails built in, and workflows that flag their own exceptions.

- Living on the AI frontier. You bring new techniques to the team as fast as the field moves, and you judge them by hours saved and errors removed, not by novelty.

- Hands-on and unprecious. You will reconcile an account or code a Ramp bill today, and make sure nobody has to do it by hand next month.

- Comfortable in ambiguity. You own your work end to end, set your own priorities from a messy backlog, and move without waiting to be told what to build next.

WHAT YOU'LL DO

Lead finance transformation

- Map manual workflows across Finance, rank automation opportunities by time saved and risk reduced, and own a prioritized backlog and roadmap.

- Design and deploy Serval-first agents and workflows for reconciliations, journal entry preparation, a