Finance Lead — Ground‑Floor AI‑Driven Startup

Concourse; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Concourse is seeking a Lead Finance professional in New York City to build and own the operating model, forecast revenue, and drive strategic decisions with the CEO. You will craft KPI dashboards, investor materials, and scalable financial infrastructure from scratch, becoming the internal finance partner across leadership.

This is an in-person role at our Flatiron office, designed for someone who thrives in an unstructured, high-growth environment.

Qualifications

• 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.
• Sharp instincts for the story behind the numbers and action-oriented recommendations.
• AI-native mindset: using tools like Claude to 10x output and build a finance function with AI from day one.
• Ability to operate independently in an unstructured environment; you’ll write the playbook.
• Clear, direct communicator, comfortable presenting to founders/CEO and pushing back when needed.
• Based in NYC + work in-person in Flatiron (5 days/week).

Responsibilities

• 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 by building models that frame options clearly.
• Develop and maintain KPIs and financial reporting for real-time leadership view.
• Lead ad-hoc analyses: benchmarking, build vs. buy, contract economics, investor materials.
• Drive fundraise preparation and investor communications with polished data room and narrative.
• Build financial infrastructure from scratch: processes, templates, reporting cadence scalable with the company.
• Serve as internal finance partner to leadership, interpreting numbers for decision making.
• Use AI tools to scale work: automate reporting and accelerate analysis.

Skills

Investment Banking

Private Equity

Financial Modeling

Forecasting

KPI Dashboards

AI Tools

Tools

Claude

Excel

Job description

Concourse is seeking a Lead Finance professional in New York City to build and own the operating model, forecast revenue, and drive strategic decisions with the CEO. You will craft KPI dashboards, investor materials, and scalable financial infrastructure from scratch, becoming the internal finance partner across leadership.

This is an in-person role at our Flatiron office, designed for someone who thrives in an unstructured, high-growth environment.