AI-Driven Finance Engineer for Buyout Deals

Harvey, Inc.; New York (NY); On-site; USD 255,000 - 382,000; Full time

Job summary

Harvey is seeking a Forward Deployed Finance Engineer for its buyout team. You will lead live pilots, build deal workflows, and work closely with deal teams to tailor Harvey solutions for middle-market buyouts.

You will translate investment expertise into product enhancements, influence the roadmap, and collaborate with Account Executives to drive deployments across clients. This role requires substantial buyout experience and strong analytical skills.

Qualifications

• 3+ years on the investment team at a buyout fund with live deal ownership.
• Advanced Excel and financial modeling with a builder's mindset for automation.
• Experience prompting and using AI workflows to streamline processes.
• Strong executive presence and relationship-building across analysts to partners.
• Outstanding communication and presentation skills for live demos and workshops.

Responsibilities

• Lead pilots on live opportunities with deal teams and sponsors.
• Translate investment work into Harvey solutions and guide pre-sales demos.
• Build screening, underwriting, diligence, and investment committee workflows.
• Collaborate with Account Executives to manage opportunities through close.
• Provide feedback to product teams to shape Harvey's roadmap.

Skills

Advanced Excel

Financial modeling

Python/SQL

AI workflows

Executive presence

Deal experience

Customer-facing experience

Tools

Python

SQL

Job description

Harvey is seeking a Forward Deployed Finance Engineer for its buyout team. You will lead live pilots, build deal workflows, and work closely with deal teams to tailor Harvey solutions for middle-market buyouts.

You will translate investment expertise into product enhancements, influence the roadmap, and collaborate with Account Executives to drive deployments across clients. This role requires substantial buyout experience and strong analytical skills.