Skills

Communication SQL CRM Accounting

Job Specifications

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.

About the Company

Building Luca: an AI FP&A analyst providing 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, while getting critical business value from week one. Level-4 autonomy for FP&A. Learn more: https://payflow.ai Know more