3-4 years of investment banking and private equity experience
Expertise in financial modeling and forecasting
Ability to interpret metrics and recommend actions
Familiarity with AI tools to enhance finance productivity
Capacity to thrive in an unstructured environment
Strong communication skills for presenting to leadership
Located in NYC and willing to work in-office 5 days a week
Responsibilities
Build and manage revenue forecasting and unit economics models
Collaborate with the CEO on strategic decisions
Develop KPIs and financial reports for leadership insights
Conduct ad-hoc financial analyses as needed
Prepare fundraise documentation and investor communications
Establish the financial infrastructure for scalability
Act as a finance partner to leadership, translating numbers into insights
Leverage AI tools to automate and enhance financial reporting
Benefits
Opportunity to shape and build the finance function from the ground up
High visibility and influence by working directly with the CEO
Engagement in strategic decision-making at the executive level
Work in a dynamic, unstructured environment with significant autonomy
Potential for innovation through AI in finance processes
Full Job Description
What You'll Do
Build and own Concourse's operating model: revenue forecasting, unit economics, headcount planning, and scenario analysis across the business
Partner with the CEO on strategic decisions (new market entry, pricing, capital allocation, and partnership economics) by building the models that frame the options clearly
Develop and maintain KPIs and financial reporting that give leadership a real-time view of the business: what's working, what's at risk, and where to push harder
Lead ad-hoc analyses as the business demands: competitive benchmarking, build vs. buy analysis, contract economics, and investor-facing materials
Drive fundraise preparation and investor communications, bringing a banker's polish to the data room, the model, and the narrative
Build the financial infrastructure from scratch: the processes, templates, and reporting cadence that will scale with the company
Serve as the internal finance partner to company leadership, helping them understand what the numbers mean and how to use them
Use AI tools to scale your work: automating reporting, accelerating analysis, and building leverage a traditional finance team gets from headcount
What We're Looking For
3-4 years of combined investment banking and private equity experience
Elite financial modeling and forecasting skills; you can build a three-statement model, bottoms-up revenue forecast, or KPI dashboard from a blank spreadsheet
Sharp instincts for the story behind the numbers. You don't just report metrics, you interpret them and recommend action
AI-pilled: you already use tools like Claude to 10x your output, you reach for AI before you reach for an analyst, and you want to build a finance function that's AI-native from day one
Ability to operate independently in an unstructured environment; there's no playbook here, and you'll need to write it
Clear, direct communicator, comfortable presenting analysis to a founder/CEO and pushing back when the assumptions don't hold
Based in NYC + work in-person in Flatiron (5 days/week)
