Forward Deployed Engineer (Finance)
About The Position
Concourse builds AI agents for corporate finance teams. Companies connect core data sources from data warehouses, ERPs, payroll, billing, and more into Concourse, where our AI agents can analyze data and deliver insights in seconds. Our AI agents can be prompted through natural language and can return analyses, forecasts, and reports, boosting the finance team’s productivity by up to 10x. Purpose-built for finance, Concourse agents offer auditability, memory, and presentation-ready output, helping teams cut manual work by 75% while generating 6x more insights. At its core, Concourse is reimagining how companies interact with financial data. Traditional finance tools haven’t changed in decades, teams still rely on fragmented point solutions and static spreadsheets. Our mission is not only to automate routine tasks but to transform decision-making by giving finance teams a deeper understanding and generating net-new insights into business performance. Since launching less than a year ago, Concourse has grown rapidly. Our AI agents are deployed across 50+ customers, including unicorn startups (Persona, Front, Lightmatter) and large public companies (including now 2 Fortune 500). Concourse is a Y Combinator company backed by Andreessen Horowitz, CRV, and 50+ angel investors from companies like Brex, Rippling, Flywire, and DoorDash.
Requirements
- 2+ years in strategic finance, or finance operations with deep systems expertise
- Expert-level understanding of financial statements, accounting, and finance operations
- Extensive experience with enterprise finance systems (NetSuite, Sage Intacct, Oracle, SAP, Salesforce, etc.)
- Track record of optimizing finance workflows and implementing system improvements
- Highly proficient in SQL - can write complex queries, optimize performance, and debug integration issues
- Strong experience with Python, R, or similar for data analysis and automation
- Proven collaboration with data engineering and analytics teams on large-scale projects
- Familiarity with business intelligence tools (Tableau, Looker, PowerBI), data warehouses (Snowflake, BigQuery, Postgres) and data modeling
- Strong analytical framework for measuring and optimizing success metrics
- Ability to translate customer feedback into product requirements and feature prioritization
- Track record of building 0-1 processes and scaling them efficiently
- Entrepreneurial mindset with the ability to operate autonomously in ambiguous environments
- Exceptional communication skills and ability to build relationships with C-level finance executives
- Understanding of SaaS growth metrics, cohort analysis, and customer lifecycle management
Nice To Haves
- Experience at fintech, data infrastructure, or enterprise companies
- Experience building or significantly improving customer onboarding, activation, or expansion processes
- Worked directly with data science/engineering teams on customer-facing analytics
- Experience with prompt engineering, LLMs, or AI/ML model optimization
Responsibilities
- Own the customer growth product roadmap - from onboarding flows to advanced analytics features
- Design and optimize the customer journey to drive faster activation and deeper product adoption
- Build scalable frameworks for customer segmentation, health scoring, and expansion opportunities
- Partner closely with engineering to prioritize features that drive measurable growth outcomes
- Debug and resolve complex AI outputs (Python, SQL, and more), data integration issues, and system connectivity problems
- Architect solutions for ERPs, banks, CRMs, HRIS systems, and custom database integrations
- Build and maintain sophisticated prompt libraries and AI model configurations for finance use cases
- Collaborate with engineering teams to optimize query performance and data pipeline reliability
- Develop advanced analytics to understand customer behavior, usage patterns, and expansion signals
- Build predictive models to identify at-risk accounts and high-potential growth opportunities
- Create comprehensive reporting dashboards for customer health, feature adoption, and revenue metrics
- Conduct deep-dive analyses to inform product strategy and customer success tactics
Benefits
- Top-of-the-market compensation in both cash and equity
- Continuous Learning opportunities
- Ownership & High Impact role
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
