
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)
| Company |
|---|
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”
Why 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 a consequence of complexity, data, and system fragmentation — 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 Anthropic, 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.
About The Role We’re looking for a Revenue Operations & Strategy Lead to partner closely with Sales, Marketing, Customer Success, and Finance to accelerate our go-to-market engine. This role sits at the intersection of data, systems, process design, and revenue strategy, by owning the insights, driving outcomes, and managing our operating rhythm to enable us to scale.
This is a high-impact role for someone who thrives in a fast-moving environment, is comfortable with ambiguity, and is excited to build.
What You’ll Do
Align with a primary GTM leader (marketing, sales, customer success) and their team (and likely rotate through different functions if interested)
What You'll Bring We’re looking for 3 main things:
Strong candidates likely have 5+ years of work experience. Prior experience in B2B GTM is a must. Candidates are expected to be proficient in excel/gsheets modeling and experience with SQL is a plus. We’re looking for someone who has the capability to eventually build their own team.
How We Work This role is in person in San Francisco or 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 our following set of core principles:
Help build out the data foundation aligned to the customer journey, insights dashboard, and weekly/monthly/quarterly operating cadence
Identify and then take action on our biggest GTM challenges and areas of opportunity. Example projects may resemble:
BDR meeting conversion rate dropped? Analyze the data, listen to calls, talk to reps, find out why, propose and execute a solution
AEs struggling with negotiation? Build the scenario in our AI sales simulator and roll it out to the team
Missing visibility into important product health metrics? Work with the engineering and data teams to capture and join it into our data tables, then build it out in our customer health dashboard
Work cross-functionally to make sure teams have the right fact base and assumptions on Numeric’s revenue performance
Smart, structured problem solver.
Must be able to run an end-to-end problem solving cycle independently: define, structure, prioritize, gather data, analyze, synthesize
Think in terms of bets and probability distributions (e.g. how much revenue will we win next month; what is the likelihood we increase win rates in a specific segment this quarter)
Ability to quickly get up to speed on new concepts and how to think about them. (e.g. how should we structure variable compensation for a new role)
Previous analytical experience required. Management consulting, finance, engineering, applied math backgrounds have all succeeded in similar roles on my past teams. Past GTM operators have also done extremely well.
Ability to influence at all levels from founders and executives to recent college graduates
You will be expected to defend your diagnosis of the problem, make recommendations, and drive change at all levels of the organization
You will need to be able to effectively communicate with colleagues, customers, prospects, and partners
Deep interest in driving the revenue growth of Numeric and the success of our customers
Happy customers are the lifeblood of any startup. We have many hundreds today. The goal is to get to many thousands next year.