--- title: 'Forward Deployed Financial Engineer - Platform at Datarails' canonical: 'https://feeny.ai/job/forward-deployed-financial-engineer-platform-datarails-united-states-w6n7v3z8v7yg' type: 'job' last_seen: '2026-10-19' --- # Forward Deployed Financial Engineer - Platform at Datarails - **Company:** Datarails - **Location:** United States - **Posted:** 2026-09-21 - **Last confirmed live:** 2026-10-19 - **Apply:** https://job-boards.greenhouse.io/datarails/jobs/4413382009 ## Job description Forward Deployed Financial Engineer Description Come build the future of finance with Datarails. We're a global, AI-powered FinanceOS company helping finance teams transform the way they work. By combining intelligent automation, AI, and seamless integrations with the tools finance teams already know and trust, we empower organizations to make faster, smarter decisions with confidence. With approximately 350 employees worldwide, we're building the next generation of finance technology - where innovation, collaboration, and customer success go hand in hand. If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you! This position is 100% remote, based anywhere in the United States. No sponsorship or relocation assistance is available. ## About the Role We are hiring for two focus areas on this team. This posting is for the Platform focus. If you are stronger in building AI agents and applications, see the Applied AI focus posting for the same role. As a Forward Deployed Financial Engineer, you will deliver Datarails' AI transformation engagements for existing customers. After a customer completes implementation, you will work closely with their team to understand how they operate, identify where AI can create meaningful value, and determine what Datarails can build with them. You will take an active role in bringing that vision to life. The solutions may include AI skills, routines, applications, agents, or workflows. This is a highly hands-on role for someone who enjoys working directly with customers, navigating ambiguity, and building practical solutions that solve real business problems. In the Platform focus, you own how those solutions get deployed and run inside customer environments: integrations, authentication, secrets, hosting, monitoring and the release process. You make what the team builds reliable, secure and maintainable after we leave, and you build the tooling and reusable components that let the team deliver more per person. You will also serve as an important bridge between customers and our R&D and Product teams, helping translate customer needs into scalable capabilities and influencing the future of the Datarails platform. ## What You’ll Do - Own how customer solutions are deployed and run: integrations, authentication, secrets, hosting, monitoring and the release process. - Build internal tooling, templates and reusable components that shorten delivery time and raise the quality floor across the team. - Build and deliver customer-facing solutions, including AI skills, routines, workflows, applications, and agents. - Join discovery sessions with customers to understand their systems, data and constraints, and turn those into a deployable design. - Take ownership of projects from recommendation through development, delivery and handoff. - Work directly with customers throughout the engagement, translating business requirements into practical technical solutions. - Engage customer IT and finance teams in change management, so what we build is adopted and stays running. - Build prototypes and products that address immediate customer needs while identifying opportunities for broader reuse. - Partner closely with Datarails Customer Success, Product and R&D teams to troubleshoot challenges, communicate customer requirements, and influence product development. - Identify recurring customer needs that could evolve into scalable platform capabilities. - Clearly explain technical concepts, tradeoffs, and recommendations to both technical and non-technical stakeholders. - Document solutions, learnings, and repeatable approaches that can improve future customer engagements. ## What We’re Looking For Two things come first, whatever the focus: - You are good in front of the customer. You can run a technical discovery with a customer's IT and finance teams, explain a hosting or security tradeoff to a CFO, and hold the room when the plan changes. Half of this job is that. - You ship. You own a problem from the first conversation through to a working solution the customer actually uses. Then three technical areas, weighted in this order for the Platform focus: - DevOps and infrastructure. You can take a solution from a working prototype to something that runs in a customer's environment: APIs and integrations, cloud deployment, CI/CD, authentication, secrets, observability. - Product engineering. You build software people use, and you build the tools that let other engineers ship faster. - Applied AI. You have worked with LLM-based systems, agents and tool use, and you understand what they need from the infrastructure around them. Also: - Production experience in Python or TypeScript, with SQL and REST APIs, and at least one major cloud. - Experience integrating with business systems through their APIs, and handling authentication and secrets properly while doing it. - Ability to translate ambiguous business and technical constraints into clear, defensible recommendations. - A product-oriented mindset and system-level thinking, with an interest in building solutions that may evolve beyond a single customer use case. - Comfort working independently, managing projects, and taking ownership through to handoff. - Ability to collaborate effectively with Product, R&D, Customer Success, and other cross-functional teams. - Curiosity, adaptability, and a willingness to experiment, learn quickly, and solve problems creatively. Helpful Experience - Forward deployed engineering, hands-on technical consulting, platform or DevOps roles, or early engineering roles with broad implementation responsibility. - Deploying LLM-based systems for real users, including monitoring and evaluation in production. - Finance, accounting, FP&A, Excel-based workflows, or integrations with ERP and other business systems. You will learn the Office of the CFO quickly here; you do not need to arrive from it. ## What We Offer - A collaborative, team-oriented environment, the ability to own your own schedule (work your local time zone), and the opportunity to grow at Datarails over many years - Base compensation - The target base salary range will be between $120-150k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience. - Parental leave - Meaningful equity - 401(k) plan with up to 4% match - Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents - Generous PTO + 12 paid company holidays - Life insurance - And more! Notice:  We're aware of individuals impersonating Datarails recruiters.  All legitimate Datarails recruiting communication comes from an @datarails.com email address or a LinkedIn message from a Datarails employee.  If you've received a message claiming to be from Datarails that looks suspicious, please forward it to careers@datarails.com We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. ## About Datarails ## Company Overview - **One-liner**: Datarails provides an Excel-native Financial Planning & Analysis (FP&A) platform and AI-powered finance operating system that automates data consolidation, reporting, budgeting, and forecasting for finance teams. - **Entity Type**: Private (Series C) - **Headquarters**: New York, New York, United States - **Founded**: 2015 - **Founders**: Not publicly available from executive team pages. ## Core Business - Primary industry/industries: Financial Technology (FinTech), Enterprise Software, FP&A Software - Target customers: Mid-size and enterprise companies, specifically FP&A teams, finance leaders, and CFOs who rely on Excel but need better scale and control. - Mission or purpose statement: To fundamentally change how analytics are used within the finance function and empower finance professionals to spend more time on analysis and less on data gathering. ## Products & Services - **Datarails FP&A Platform**: An Excel-native platform that automates financial reporting, budgeting, and forecasting. It allows finance teams to keep working in Excel while adding automation, data governance, and collaboration. - **FinanceOS**: A new finance operating system that connects and consolidates every financial data source in an organization into a single, governed, secure, and AI-ready layer. It features automated consolidation and reporting. - **Datarails AI (Genius)**: A generative AI assistant for FP&A that helps automate manual, repetitive tasks, enabling more strategic analysis. It includes AI-powered data visualization and anomaly detection. - **Data Consolidation**: Automated integration with 600+ accounting software, ERPs, CRMs, banks, and HRIS systems to collect and centralize financial data. - **Month-End Close**: A centralized workspace that streamlines and simplifies the close process, supporting multi-entity and intercompany operations. - **Cash Management**: A tool providing real-time visibility into cash positions, automatically categorizing transactions, and offering cash forecasting capabilities. - **Budgeting & Forecasting**: Tools to estimate costs and revenues across the entire business, streamlining the budget collection process. - **Financial Reporting**: Automated generation of P&L, balance sheets, and cash flow statements. ## Market Standing - **Valuation/Market Cap**: Not disclosed. The company was last valued at Series C in January 2026. - **Key Metric**: **Annual Revenue**: $9.8 million (as of latest data, source: LinkedIn). **Total Funding**: $173.5 million across 8 rounds. - **Notable Investors/Partners**: One Peak (led Series C), Zeev Ventures, Vertex Ventures Israel, Innovation Endeavors. - **Growth Signals**: - Headcount of 357 employees with a **65.3% year-over-year growth** (+173 people) and a monthly growth rate of 3.5%. - Ranked 92nd fastest-growing company in North America on the 2024 Deloitte Technology Fast 500. - Operates in 17 countries with offices in the US and Israel. - Expanded product offerings to include an AI Finance Operating System and a dedicated Cash Management module. ## Competitive Advantages - **Excel-Native Integration**: Unlike many FP&A tools that require learning a new interface, Datarails works directly within Excel, allowing finance teams to keep their familiar spreadsheets and models. - **Comprehensive Finance OS**: The FinanceOS platform acts as a single, governed, and AI-ready layer over a company's entire financial data ecosystem, addressing a critical pain point of data fragmentation. - **Deep Financial Focus**: The platform is purpose-built for the CFO's office, solving specific challenges like manual consolidation, month-end close, and complex budgeting for multi-entity organizations. - **Strong Product Ratings**: High user satisfaction with a product rating of **4.8/5.0** (from 318 reviews on LinkedIn), indicating strong product-market fit. ## Strategic Focus - **AI-First Transformation**: Datarails is heavily investing in AI, creating dedicated roles like "Vice President, AI Transformation & Services" and developing its "Genius" AI assistant to automate complex FP&A tasks. This signals a strategic priority to embed AI deeply into its product. - **Customer Success and Upsell**: The company is actively hiring for Customer Success roles at various levels (VP, Manager, Technical Account Manager, Implementation Specialist), indicating a focus on ensuring high-value customers are successful and expanding their usage of the platform. - **Global Expansion**: With its strong headcount growth and presence in 17 countries, the company is focused on scaling its global operations, particularly in the US and Israel. ## Why Work Here - **Culture and Growth**: Datarails is a rapidly growing company (65.3% YoY headcount growth) that has achieved significant recognition from Deloitte, indicating a dynamic and high-growth environment. The company emphasizes building a strong organizational culture, guided by its Head of HR. - **Remote/Hybrid/Office Policy**: The company operates globally with offices in New York, USA, and Tel Aviv, Israel. Job postings list specific locations (e.g., "United States", "Tel Aviv-Yafo"), suggesting a hybrid or office-first model depending on the role. - **Compensation**: Employee reviews on LinkedIn score compensation at **4.4/5.0**, suggesting competitive pay. Specific salary data points include $132,224/year for an FP&A Manager and ILS 407,188/monthly for a Frontend Developer. - **Engineering Culture**: The R&D team is led by a VP of R&D and a Chief Architect, with a strong technical focus. The product is highly rated by users, which is often a good sign for the engineering team's work. A quarter of the company's talent comes from notable tech companies like Tipalti, Deloitte, and Planful, suggesting a strong talent pool. - **Overall Rating**: The company has an employer rating of **3.8/5.0** with specific scores of **Culture: 3.7, Work-Life Balance: 4.0, and Career Opportunities: 3.9**, indicating a positive but balanced work environment. ## Sources 1. [Datarails Official Website](https://www.datarails.com/) 2. [Datarails Company Page](https://www.datarails.com/company/) 3. [Datarails Greenhouse Careers Page](http://job-boards.greenhouse.io/datarails) 4. 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