Deployment Specialist, Finance
AmbrookFinancial Management company
RemoteMid
Thrive Capital
BoxGroup
Dylan Field
Homebrew
Designer Fund
Mischief
Operations & Strategy
About the role
TL;DR
Help family-run businesses improve financial insights by building tools and providing strategic analysis.
- •Ambrook is rebuilding the financial infrastructure for American family-run businesses.
- •As a Deployment Specialist on the Services team, you will help strategic users get more value from the product and their financial data.
- •Key Responsibilities Advise a portfolio of customers, analyzing P&Ls and building payback models.
- •Translate operational data into forward-looking financial insights for business owners.
- •Develop tools, agents, and templates to automate financial analysis and reporting.
- •Identify opportunities to embed manual processes into the product.
- •Requirements Strong customer empathy and ability to build relationships.
- •Financial acumen with comfort in building models, budgets, and forecasts.
- •Builder mentality with experience creating efficient systems and AI agents.
- •Ability to take projects from idea to completion independently.
- •Systems thinking to decide what should be automated vs. bespoke.
Required skills
PythonExcelPowerPointFinancial ModelingFP&ABusiness OperationsCustomer Service
Domain expertise
fintechproductivity
Benefits & perks
Competitive salary, Health insurance, 401(k) with matching contribution, Flexible vacation time, Flexible work hours, Work-from-home/remote office stipend, or desk at Ambrook’s NYC office or Denver office, Wellness stipend, Professional development stipend
Tech stack
PythonExcelPowerPoint
