
Numeric is an AI-powered financial data platform that automates the month-end close process, streamlining reconciliations and providing real-time insights. The platform integrates deeply with existing accounting systems, allowing teams to focus on strategic decision-making rather than manual tasks. With features like smart subledgers and automated flux analysis, Numeric differentiates itself by significantly reducing the time and effort required for financial reporting. Trusted by hundreds of accounting teams, Numeric is positioned as a leader in the close management space, backed by top-tier investors and a strong commitment to continuous improvement and innovation.

Numeric is an AI-powered financial data platform that automates the month-end close process, streamlining reconciliations and providing real-time insights. The platform integrates deeply with existing accounting systems, allowing teams to focus on strategic decision-making rather than manual tasks. With features like smart subledgers and automated flux analysis, Numeric differentiates itself by significantly reducing the time and effort required for financial reporting. Trusted by hundreds of accounting teams, Numeric is positioned as a leader in the close management space, backed by top-tier investors and a strong commitment to continuous improvement and innovation.
What they do: AI-powered platform that automates month-end close, reconciliations, cash matching, JE automation, and flux/variance analysis for finance teams
Stage & funding: Raised a $28M Series A (Oct 2024) following a $10M seed in 2024; total disclosed funding ~$89M
Customers: Used by public and private finance teams including Brex, Plaid, OpenAI, Betterment
Founded: Co-founded by Parker Gilbert, Andrew Bihl, and Anthony Alvernaz (around 2020/2021)
Accounting close automation and financial reporting for enterprise finance teams
2021
Software Development
10000000
Seed round reported in 2024 prior to Series A
28000000
Series A led by Menlo Ventures with participation from IVP, Socii Capital and others
“Backed by top-tier venture firms including Menlo Ventures, Founders Fund, IVP, 8VC, Socii Capital, Long Journey Ventures and others”
| Company |
|---|
About Numeric Every business relies on accounting. Yet most software in the space was built in the early 2000s — clunky, slow, and far behind the curve on AI. Today, accountants are facing a growing, unsolved data problem as data volumes and systems complexity grow — and they lack the tools to solve it. The problems are real, hard, and increasingly urgent. But they’re solvable.
Enter Numeric — the modern financial data platform for accounting and finance. Weaving together data, workflows, and AI-first solutions, we’re empowering accounting teams to achieve verifiable, detailed financial data faster and make business decisions with greater confidence.
We have strong product market fit and a growing base of customers who love our product - including OpenAI, Plaid, Brex, Betterment, and many more. We’re backed by top-tier investors including Menlo Ventures, IVP, Founders Fund, and 8VC, along with founders and executives from Ramp, Segment, and other category-defining companies.
The Role As Head of Outbound , you will own Numeric’s outbound strategy end-to-end, including highly personalized BDR-led outreach and scaled, automated account engagement. You’ll lead a global BDR team across the UK, NYC, and San Francisco (currently at 10 members, growing to 20+ in 2026), and you’ll be responsible for both near-term pipeline impact and long-term capability building.
We’ve built an exceptional BDR team with clear promotion examples, an incredibly strong culture, and real, sustained impact. The next chapter is about re-imagining outbound for 2026.
This is not a pure people management role. Again, We are looking for someone who treats outbound as a product and a system and sees the BDR function as a powerful early-career talent engine for the company.
What You’ll Do
Who You Are
Backgrounds We’re Excited About We care far more about mindset and capability than a specific resume path. You could come from many places, including:
Hard Requirements
Nice to haves:
If you’re excited about owning and re-inventing outbound , we want to talk. How we work We work in person out of our offices in San Francisco and New York (in office by default but with flexibility to manage your schedule as you see fit).
We strongly believe we will only be successful if everyone on the team is anchored in the following set of core principles:
—
Compensation Range: $150K - $250K