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Concourse

AI analyst for finance data automation

Forward Deployed Engineer

Full-TimeUpdated on 10/20/2026
No salary listed
Mid, Senior
New York, NY, USA
In PersonFive days per week in the NYC office.
Solution EngineeringImplementation & Technical Account Management

About the job

Requirements
  • Have 2–6 years of experience in consulting, strategic finance, FP&A, finance operations, or data and systems roles supporting finance teams.
  • Have a deep understanding of financial statements, accounting principles, finance teams, and their workflows.
  • Be proficient in SQL, including writing queries for analysis, debugging issues, and working with customer data.
  • Be familiar with business intelligence tools such as Looker, Tableau, or Power BI, and data warehouses such as Snowflake, BigQuery, or Postgres.
  • Have experience with finance systems such as QBO, Ramp, NetSuite, Intacct, Oracle, SAP, or Salesforce, and relevant finance tasks that use these systems.
  • Be able to build trust with C-level finance executives and translate feedback into product clarity.
  • Be able to self-direct, move quickly, and operate with ownership in a fast-paced 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 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 based on customer needs.
  • Design scalable agent capabilities and prompts across ERPs, banks, CRMs, HRIS tools, and custom databases.
Desired Qualifications
  • Experience with LLMs, 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 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

New York City, New York

Founded

2022

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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

9%

1 year growth

15%

2 year growth

15%
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...