Payflow

| As a Forward-Deployed Data Scientist, you’ll partner with our CEO, customers and engineering team to understand customer datasets, frame critical finance workflows and automate them with our AI agents. You’ll transform messy ERP data into reliable data models, work with our AI agents to generate insights and narratives, and help customers adopt agent-powered finance processes. You’ll work directly with the CEO, CTO, Product, and Design in a highly collaborative, customer-facing role. Key Responsibilities Review customer financial datasets, reconcile gaps, and ensure 100% coverage across our data models. Ship dbt models, seeds for COA mapping/overrides, tests & docs; design for backfills, SCDs, idempotency, and data quality SLAs. Build clear analyses on datasets to surface unusual patterns, priorities and actions. Iterate on prompts and workflows so AI agents perform increasingly complex finance tasks (e.g., MD&A drafts grounded in GL detail). Run customer discovery: map current processes, identify automation opportunities, and translate them into requirements. Partner with engineering to train/evaluate agents; define success metrics and benchmarks. Work with engineering team to train AI agents on various use cases. Monitor agent-generated data signals to detect anomalies and key drivers. Curate and present findings to finance leaders; coach customer teams on best practices. Provide product feedback and help shape features that deliver measurable time savings and accuracy. Qualifications A great candidate will possess the following attributes: 3-6 years of experience SQL expert and experience with dbt (models/seeds/tests) Firm understanding of modern data warehouses (e.g., BigQuery) Accounting/Corporate finance fluency incl. multi-entity consolidation, GL/account mapping. Firm understanding of Excel/Sheets modeling (driver-based forecasts, scenario analysis). Practical financial data experience plus familiarity with CRM/HRIS/commerce/payments data. Customer-facing communication: discovery, documentation, and storytelling. Comfort in fast, ambiguous 0→1 environments; bias to ship. Nice-to-haves BI tools AI/LLM familiarity (prompting & evaluation) Consulting or forward-deployed experience; willingness to travel ~10-20% for key onsite sessions. What We Offer Generous equity $80-110k base with potential $20-30k annual bonus A collaborative, high-ownership environment Opportunity to be early in building a valuable platform and startup Notes: Occasional travel for customer discovery/rollouts.

| As a Forward-Deployed Corporate Finance Associate, you’ll partner with our CEO and customers to frame critical finance workflows and automate them with our AI agents. You’ll transform messy ERP data into reliable data models, work with our AI agents to generate insights and narratives, and help customers adopt agent-powered finance processes. You’ll work directly with the CEO, CTO, Product, and Design in a highly collaborative, customer-facing role. Key Responsibilities Review customer financial data, reconcile gaps, and ensure 100% coverage across our data models. Build clear, driver-based financial models and analyses to surface priorities and actions. Iterate on prompts and workflows so AI agents perform increasingly complex finance tasks (e.g., MD&A drafts grounded in GL detail). Run customer discovery: map current processes, identify automation opportunities, and translate them into requirements. Partner with engineering to train/evaluate agents; define success metrics and benchmarks. Work with engineering team to train AI agents on various use cases. Monitor agent-generated data signals to detect anomalies and key drivers. Curate and present findings to finance leaders; coach customer teams on best practices. Provide product feedback and help shape features that deliver measurable time savings and accuracy. Qualifications A great candidate will possess the following attributes: 3-6 years in FP&A/corporate finance/accounting/finance transformation consulting with ownership of close, variance analysis, and executive reporting. Firm understanding of SQL on a modern data warehouse. Strong Excel/Sheets modeling (driver-based forecasts, scenario analysis). GAAP fluency incl. multi-entity consolidation, GL/account mapping. Practical ERP experience (NetSuite, Sage Intacct, or QuickBooks) plus familiarity with CRM/HRIS/commerce/payments data. Customer-facing communication: discovery, documentation, and storytelling. Comfort in fast, ambiguous 0→1 environments; bias to ship. Nice-to-haves dbt (models/seeds/tests) BI tools AI/LLM familiarity (prompting & evaluation) Consulting or forward-deployed experience; willingness to travel ~10-20% for key onsite sessions. What We Offer Generous equity $80-110k base with potential $20-50k annual bonus A collaborative, high-ownership environment Opportunity to be early in building a valuable platform and startup Notes: Occasional travel for customer discovery/rollouts. Open to leveling as “Forward-Deployed Finance Lead” for exceptional candidates.

| Payflow is building Luca, an AI FP&A analyst that provides executives with AI-powered financial insights, analytics, detailed reporting, planning, and forecasting. Luca enables companies to save tens of thousands of dollars and 400+ hours per year, delivering critical business value within just one quarter. We're backed by many great investors including Y Combinator, Kickstart Fund, Bessemer Venture Partners, and Harlem Capital. What You'll Build You'll be at the forefront of AI innovation, working on: Advanced AI Agents: Build sophisticated multi-agent systems that can analyze complex financial data, generate reports, and provide actionable insights Intelligent Data Processing: Develop AI systems that can understand, categorize, and extract insights from disparate data sources Natural Language Interfaces: Create conversational AI that can answer complex financial questions in plain English Predictive Analytics: Build AI models that can forecast trends, identify patterns, and provide strategic recommendations Real-time Intelligence: Develop systems that provide instant financial insights and alerts Our Tech Stack AI/ML: LangGraph, Anthropic, custom AI agents, Pinecone, NumPy, Scikit-learn Data: BigQuery, Redis, PostgreSQL, Kafka Backend: FastAPI, Python, async/await patterns, microservices Infrastructure: Docker, Kubernetes, DigitalOcean, CI/CD, LangSmith Frontend: Next.js, TypeScript, Tailwind What We're Looking For You're a builder who: Thinks big: You see the potential for AI to transform entire industries Loves complexity: You thrive on solving hard problems that others find impossible Ships fast: prioritizes delivering working solutions quickly and improving them over time Wants impact: You're motivated by building things that will be used by thousands of businesses Technical Requirements: 4+ years building production AI/ML systems/agentic experiences Deep experience with modern AI tools (LangGraph, Pinecone, etc.) Strong Python skills with async/await patterns Experience with large-scale data processing and real-time systems Knowledge of financial data and analysis (bonus, not required)