Full-Time

Forward Deployed Engineer

Updated on 9/10/2026

Concourse

Concourse

11-50 employees

AI analyst for finance data automation

No salary listed

New York, NY, USA

In Person

Five days on-site per week at the NYC headquarters.

Category
Software Engineering (1)
Required Skills
LLM
NetSuite
Power BI
ERP
Data Visualization
BigQuery
SQL
Postgres
CRM
SAP Products
Tableau
Salesforce
REST APIs
Oracle
Looker
Data Analysis
Snowflake

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Requirements
  • Two to six years of experience in consulting, strategic finance, financial planning and analysis, finance operations, or data and systems roles supporting finance teams.
  • Deep understanding of financial statements, accounting principles, finance-team operations, and related workflows.
  • Proficiency in SQL for analysis, debugging issues, and working with customer data.
  • Familiarity with business intelligence tools such as Looker, Tableau, or Power BI and data warehouses such as Snowflake, BigQuery, or PostgreSQL.
  • Ability to build trust with C-level finance executives and translate feedback into clear product requirements.
  • Experience with finance systems such as QuickBooks Online, Ramp, NetSuite, Intacct, Oracle, SAP, or Salesforce, along with relevant finance tasks that use these systems.
  • Ability to self-direct, move quickly, and operate with high 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 through hands-on SQL, API investigation, and collaboration with engineering.
  • Create dashboards and analytics that reveal customer behavior, product usage patterns, and revenue expansion opportunities.
  • Identify patterns across customers to refine positioning, messaging, onboarding playbooks, and expansion strategies.
  • Optimize onboarding, training, and lifecycle experiences to help finance teams reach first value faster and become long-term power users.
  • Develop systems for customer segmentation, health scoring, expansion signals, and proactive account insights.
  • Partner with engineering to scope features, refine requirements, and shape product direction.
  • Work across enterprise resource planning systems, banks, customer relationship management systems, human resources information systems, and custom databases to design scalable agent capabilities and prompts.
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 business-to-business software-as-a-service or fintech products.

Concourse builds AI agents for corporate finance teams to automate daily tasks by connecting to a company’s financial systems such as ERPs, data warehouses, NetSuite, QuickBooks, and Stripe, and letting finance professionals use natural language to pull data, generate reports, run forecasts, and answer complex questions. It centers on an AI analyst that integrates with existing finance tools and exposes a transparency panel that reveals the underlying SQL and Python code used for analyses to build trust in AI outputs. Unlike rigid traditional finance software, Concourse offers flexible, analyst-like capabilities with a free self-serve tier for small teams and enterprise-grade, usage-based plans with deeper integrations, higher security (SOC 2 Type II), and high-touch support for larger clients. The company aims to boost finance productivity by automating workflows such as financial reporting, variance analysis, and forecasting, making data-driven analysis faster and more reliable.

Company Size

11-50

Company Stage

Series A

Total Funding

$12.6M

Headquarters

San Francisco, California

Founded

2022

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Simplify Jobs

Simplify's Take

What believers are saying

  • January 27 2026 Series A raised $12 million from Standard Capital, a16z, CRV, YC.
  • Concourse claimed 19x revenue growth over twelve months and 13x customer-log growth.
  • Deployed at Palo Alto Networks, Front, and Tecovas, proving enterprise traction.

What critics are saying

  • Workiva, FloQast, BlackLine, Planful, and SAP bundle AI into existing finance workflows.
  • Concourse depends on NetSuite, Stripe, Ramp, and ERP APIs that vendors control.
  • By 2027, generic copilots from OpenAI, Microsoft, or Anthropic can commoditize reporting.

What makes Concourse unique

  • Finance-specific agents with SQL and Python traces keep answers auditable.
  • Built for NetSuite status, November 20 2025, strengthens ERP integration credibility.
  • General availability on January 27 2026 added free onboarding for QuickBooks, Ramp, Stripe.

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Benefits

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

10%

2 year growth

10%
FinSMEs
Jan 27th, 2026
Concourse Raises $12M in Series A Funding

Concourse raises $12M in Series A funding. Concourse, a NYC-based provider of an AI agent platform for finance teams, raised $12M Series A funding. The round led by Standard Capital, with participation from Andreessen Horowitz, CRV, and Y Combinator, as well as CFO angels from companies including Cursor, Vercel, and Carta. The company intends to use the funds to support continued investment in agent capabilities. Led by CEO Matthieu Hafemeister, Concourse builds AI agents for corporate finance teams. The platform works alongside finance teams to automate the most manual and time-consuming aspects of day-to-day operations. Its agents are purpose-built for finance, with full connectivity to a company's existing financial systems, enabling teams to retrieve and analyze data through natural language and increase productivity. Concourse agents are already deployed across finance teams at companies including Palo Alto Networks, Front, and Tecovas, spanning Fortune 500 enterprises, unicorns, and startups.

PR Newswire
Jan 27th, 2026
CONCOURSE RAISES $12M SERIES A AND EXPANDS ACCESS TO ITS ENTERPRISE-GRADE AI AGENTS FOR FINANCE

/PRNewswire/ -- Concourse, the enterprise-grade AI agent platform for finance teams, today announced two major milestones: the general availability of its AI...