Payflow

Compensation

Full Description

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.