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Concourse

AI analyst for finance data automation

Forward Deployed Engineer

Implementation & Technical Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • The candidate should have 2–6 years of experience in consulting, strategic finance, FP&A, finance operations, or data and systems roles supporting finance teams.
  • The candidate should deeply understand financial statements, accounting principles, finance teams, and their workflows.
  • The candidate should be proficient in SQL and comfortable writing queries for analysis, debugging issues, and working with customer data.
  • The candidate should be familiar with business intelligence tools such as Looker, Tableau, and Power BI, and data warehouses such as Snowflake, BigQuery, and Postgres.
  • The candidate should be able to build trust with C-level finance executives and translate feedback into clear product direction.
  • The candidate should have experience with finance systems such as QBO, Ramp, NetSuite, Intacct, Oracle, SAP, and Salesforce, and relevant finance tasks that use those systems.
  • The candidate should be able to work independently and take ownership in a fast-paced, ambiguous startup environment.

Responsibilities

  • Maintain prompt libraries, tune model configurations, and ensure high-quality outputs for finance use cases.
  • Debug AI outputs, integration issues, and data inconsistencies using SQL, API investigation, and collaboration with engineering.
  • Create dashboards and analytics that reveal customer behavior, product usage patterns, and revenue expansion opportunities.
  • Identify customer patterns to refine positioning, messaging, onboarding playbooks, and expansion strategies.
  • Optimize onboarding, training, and lifecycle experiences so finance teams reach first value faster and become long-term power users.
  • Develop customer segmentation, health scoring, expansion signals, and proactive account insights.
  • Partner with engineering to scope features, refine requirements, and shape product direction based on customer needs.
  • Design scalable agent capabilities and prompts across finance system integrations, including ERPs, banks, CRMs, HRIS tools, and custom databases.

Desired Qualifications

  • Experience with large language models, prompt engineering, or tuning AI outputs for analytical or operational workflows.
  • Experience improving onboarding, activation, or expansion processes for B2B SaaS or fintech products.

About the Company

Concourse

AI analyst for finance data automation

Concourse provides AI agents for corporate finance teams to automate daily tasks. Its platform centers on an AI analyst that connects to ERP systems, data warehouses, and billing tools like NetSuite, QuickBooks, and Stripe, allowing finance staff to ask questions in natural language, generate reports, and run forecasts. It includes a transparency panel that reveals the underlying SQL and Python code and automates workflows such as financial reporting, variance analysis, and forecasting. The company differentiates itself from traditional finance software with flexible, finance-focused analytics, a free self-serve tier, enterprise plans with deeper integrations and SOC 2 Type II security, and a goal of boosting finance productivity through reliable, data-driven insights.

Company size
11-50
Company stage
Series A
Total funding
$12.6M
Headquarters
New York City, New York
Founded
2022

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