---
title: 'Business Systems Analyst at Endex'
canonical: 'https://feeny.ai/job/business-systems-analyst-endex-new-york-wqc9b4pbt61s'
type: 'job'
last_seen: '2026-11-10'
---

# Business Systems Analyst at Endex

- **Company:** Endex
- **Location:** New York, NY
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-11-07
- **Last confirmed live:** 2026-11-10
- **Apply:** https://jobs.ashbyhq.com/endex/f7db0091-aaed-4619-afd2-35eb76525980

## Job description

## Who We Are

Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.

## About the Role

Location: New York City Commitment: 5 Days In-Person We're looking for someone who can make the systems behind Endex work together reliably. As a Business Systems Analyst at Endex, you'll translate operational needs into system requirements and practical improvements. You'll work across teams on data quality, workflow configuration and integrations between internal tools.

## Your Key Responsibilities

- Translate Business Needs: Gather requirements, map processes and define acceptance criteria before changing a shared system.
- Improve System Configuration: Work with platform owners on data models, workflow automation and reliable integrations across business tools.
- Connect Data: Work with technical owners on reliable integrations and consistent records.
- Protect Data Quality: Trace inconsistent records to the process or integration that created them and fix the underlying cause.
- Own Change Readiness: Coordinate user acceptance testing, documentation and rollout so a system change improves the way teams work.

## What We're Looking For

- Systems Experience: You've configured or analyzed business applications and workflows.
- Process Judgment: You understand the operational need behind a requested feature.
- Data Discipline: You can trace an inconsistency to its source.
- Careful Execution: You test changes and maintain a clear decision record.
- Systems Judgment: You can turn an ambiguous request into a clear specification, diagnose data-flow issues and explain the downstream effects of a change.

## Nice to Have

- CRM or recruiting systems experience
- SQL, API or integration experience
- Experience with CRM administration, API integrations, SQL or business-process automation

Full-Time Benefits

- Health & Dental Insurance
- Monthly Wellness Stipend
- 401K Matching

## About Endex

## Company Overview
- **One-liner**: Endex is an Excel-native AI Agent that accelerates financial modeling and data analysis for investment professionals.
- **Entity Type**: Private (Venture-backed; $14M led by OpenAI Startup Fund)
- **Headquarters**: New York City, New York, United States
- **Founded**: 2022
- **Founders**: Tarun Amasa (CEO) and Pratham Soni (Chief Research Officer)

## Core Business
- **Primary industries**: AI-powered financial analysis / Financial technology
- **Target customers**: B2B – enterprise finance teams at investment banks, hedge funds, private equity firms (clients include Fortune 5 companies, $100B+ AUM firms, and top global investment banks)
- **Mission/purpose**: “AI Built for Excel” – to accelerate and automate the work of financial analysts by bringing advanced AI directly into the spreadsheet environment.

## Products & Services
- **Endex AI Agent**: A native Excel add-in that enables users to perform financial modeling, data analysis, deep research, and report generation using natural language. Key capabilities include:
  - **Trace References**: AI-labeled tracing of cell references across complex workbooks.
  - **Deep Research Integration**: Native access to OpenAI Deep Research with contextual understanding of the workbook and verified sources.
  - **Memories**: Remembers user preferences for style and recurring workflows.
  - **LLM Integrations**: Deeply integrated with major model providers (OpenAI GPT-4o, o1, o3-mini) with zero data retention agreements.
  - **PDF to Table Conversion**: Eliminates manual data entry from financial statements, pitch decks, and research reports.
  - **Formatting Shortcuts**: Apply consistent formatting instantly with customizable keyboard shortcuts.
  - **Firm Templates**: Create repeatable templates that autocomplete with new input data.
  - **Undo Changes**: One-click revert of unwanted changes.

## Market Standing
- **Valuation**: Not publicly disclosed
- **Key Metric**: Total funding – $14M (venture round closed August 2025)
- **Notable Investors/Partners**:
  - Lead investor: OpenAI Startup Fund
  - Partners: Wall Street Prep, Columbia Business School
- **Growth Signals**:
  - Headcount grew 68.8% YoY (from ~11 to 20 employees)
  - LinkedIn followers grew 122.1% in the past year
  - Expanding presence: offices in NYC (HQ), with team members in Israel, Canada, and Brazil
  - Adoption by top-tier financial institutions (Fortune 5, hedge funds, private equity firms)
  - Featured in OpenAI case study as a model partner for building autonomous financial analysts

## Competitive Advantages
- **Excel-native**: Works directly inside Excel – no need to switch applications or learn new interfaces.
- **Finance-specific LLMs**: Custom-built models trained to understand financial documents, accounting methods, and complex charts.
- **Auditable outputs**: Every AI output includes integrated citations and attribution to underlying sources, allowing analysts to trace conclusions.
- **Deep OpenAI integration**: Uses OpenAI’s o1 and o3-mini reasoning models, achieving 70% preference over non-reasoning models in blind tests and enabling multi-step financial reasoning.
- **Enterprise-grade security**: AES-256 encryption in transit and at rest, TLS 1.2/1.3, SOC 2, ISO, CCPA, and GDPR compliant.

## Strategic Focus
- Scaling autonomous analyst capabilities to handle increasingly complex financial tasks (e.g., IC memo preparation, data room due diligence, precedent transaction analysis).
- Expanding customer base among financial firms and refining AI agents to act as true “co-workers” for investment teams.
- Continuing close collaboration with OpenAI to push the boundaries of vertical-specific AI for finance.

## Why Work Here
- **Culture**: Fast-moving AI startup backed by OpenAI, working on cutting-edge reasoning models applied to a high-stakes domain. Team is small (~20 people) with a technical majority (37% of headcount in engineering/research).
- **Remote/Hybrid**: Offices in New York City (HQ) and team members across Israel, Canada, and Brazil – likely flexible work arrangements.
- **Notable perks/engineering culture**:
  - Direct access to OpenAI’s latest models and research collaboration.
  - Opportunity to solve hard problems in financial AI (multimodal analysis, agentic workflows, reinforcement fine-tuning).
  - Emphasis on continuous evaluation and improvement – the team tracks metrics like response latency and reasoning depth.
  - Recent hires from top firms (Jump Trading, Two Sigma, Shopify) and university partnerships (Columbia Business School).

## Sources
1. [endex.ai](https://endex.ai/)
2. [linkedin.com/company/endexai](https://www.linkedin.com/company/endexai)
3. [openai.com/index/endex](https://openai.com/index/endex/)
4. [tracxn.com](https://tracxn.com/d/companies/endex/__1yPXQtxYejdoTb241G65VMwfNLRug0vfLus7qJxeNvo)

## Other roles at Endex

- [Infrastructure Engineer](https://feeny.ai/job/infrastructure-engineer-endex-new-york-91gx5ezc6dp0) — New York, NY
- [Security Engineer](https://feeny.ai/job/security-engineer-endex-new-york-eptb7d73te8y) — New York, NY
- [Product Manager](https://feeny.ai/job/product-manager-endex-new-york-1kwn9efsa52r) — New York, NY
- [Legal Counsel (First In-House Counsel)](https://feeny.ai/job/legal-counsel-first-in-house-counsel-endex-new-york-qnqcnz2kv9fd) — New York, NY
- [Security and Compliance Manager](https://feeny.ai/job/security-and-compliance-manager-endex-new-york-snmrd06fc187) — New York, NY
- [Recruiting Operations](https://feeny.ai/job/recruiting-operations-endex-new-york-akbr6qeccxr0) — New York, NY
- [Customer Success Generalist](https://feeny.ai/job/customer-success-generalist-endex-new-york-xe7tars3xwbj) — New York, NY
- [Forward Deployed Engineer](https://feeny.ai/job/forward-deployed-engineer-endex-new-york-90b7a3gxa3hn) — New York, NY
- [Deployment Strategist](https://feeny.ai/job/deployment-strategist-endex-new-york-yctspsnpqzk5) — New York, NY
- [Customer Success Operations](https://feeny.ai/job/customer-success-operations-endex-new-york-vfdtgywa4ge8) — New York, NY