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Concourse

AI analyst for finance data automation

AI Deployment Strategist

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

About the Job

Requirements

  • One to three years of experience in finance, investment banking, consulting, FP&A, finance operations, or data and systems roles supporting finance teams.
  • Deep understanding of financial statements, accounting principles, finance-team operations, and finance workflows.
  • Experience with vibe-coding and interest in applying AI to automate systems.
  • Proficiency in SQL, including writing analytical queries, building and testing evaluation sets, debugging issues, and working with customer data.
  • Ability to work independently and quickly in fast-paced, ambiguous startup environments, with high ownership.

Responsibilities

  • Design, configure, and tune AI agent workflows for each customer's data, systems, and reporting conventions, and iterate on outputs with finance teams.
  • Maintain prompt libraries, tune model configurations, and ensure high-quality outputs for finance use cases.
  • Map recurring workflows with finance teams and prioritize those that are high-value, repeatable, and suitable for agents.
  • Scope, build, and launch deployments with the forward deployed engineering team, aligning deployments to business goals and rapid time-to-value.
  • 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 value sooner and become long-term power users.
  • Develop customer segmentation, health-scoring, expansion-signal, and proactive account-insight systems.
  • Design scalable agent capabilities and prompts across ERP, banking, CRM, HRIS, and custom database integrations.

Desired Qualifications

  • Familiarity with business intelligence tools such as Looker, Tableau, or Power BI, and data warehouses such as Snowflake, BigQuery, or Postgres.
  • Experience with finance systems such as QBO, Ramp, NetSuite, Intacct, Oracle, SAP, or Salesforce, and finance tasks that use these systems; preferred but not required.
  • Experience with large language models, prompt engineering, or tuning AI outputs for analytical or operational workflows; preferred but not required.

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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