Senior Forward Deployed Engineer

About the Role

As a Forward Deployed Engineer, you own the technical success of a customer's rollout end to end — from initial data integration through modeling, validation, and go-live — and you feed what you learn directly back into the product. This is not a services or implementation-consulting role: you write code, you own integrations as engineering artifacts, and you work shoulder-to-shoulder with customers to get a next-generation planning platform into production. You should be as comfortable in a customer's data warehouse tracing a reconciliation discrepancy as you are in a working session with their FP&A team explaining why a consolidation is behaving the way it is. The strongest candidates have worked inside EPM/CPM products before and understand how they behave in the real world.

What You'll Do

• Own customer rollouts end to end — data integration, model build-out, validation, and production cutover — as the primary technical owner.
• Build AI-driven automated test harnesses to validate every new product release against real customer use cases and models, catching regressions before they reach customers. This is a critical function of the role: you'll use AI to generate, run, and evaluate test cases at scale across diverse customer configurations.
• Build and maintain data integrations between customer source systems (ERP, GL, data warehouses) and our platform, treating them as durable, version-controlled engineering deliverables rather than throwaway scripts.
• Translate real-world requirements in financial and operational modeling into correct, performant models on the platform.
• Diagnose and resolve data, performance, and correctness issues — often deep in SQL, source data, and consolidation logic.
• Ship bug fixes and feature extensions directly against the platform — make targeted product changes to unblock customers and close gaps surfaced in the field, rather than only filing tickets and waiting on core engineering.
• Act as the feedback loop to product and engineering: surface friction, propose fixes, and where warranted, build them.
• Partner with customer stakeholders across finance and operations, earning trust as someone who understands their domain and can make the software do what they need

What We're Looking For

• 10+ years in software engineering, with meaningful time spent on or around an EPM/CPM/financial planning product.
• Direct experience with a platform such as OneStream, Vena, Prophix, Anaplan, Planful, or TM1/ Planning Analytics — as an engineer, solutions architect, or technically deep implementer.
• Proficiency in a modern application language — Java, C#, or TypeScript — with the ability to read, extend, and ship changes in a production codebase.
• Experience building automated test frameworks or harnesses, ideally using AI or LLM-based approaches to generate, execute, and evaluate test cases at scale.
• Strong SQL and database fundamentals: schema design, query performance, joins and aggregation semantics, and reasoning about data at scale.
• Integration experience with ERP/GL systems and data warehouses (e.g., NetSuite, SAP, Oracle, Snowflake, BigQuery).
• A customer-facing disposition — you can run a working session, absorb domain nuance, and communicate clearly with finance stakeholders who don't think in code.
• Sound judgment on correctness and auditability: you understand that in financial systems a wrong number is worse than a slow one.
• Understanding of financial consolidation, multi-entity / multi-currency, allocations, or driver-based planning.
• Domain exposure to CPG or manufacturing operational planning.
• Experience with AI-assisted or AI-native tooling in a production data context.
• A track record of turning repeated customer pain into product improvements.

Why this Role

You'll be an early member of the Forward Deployed Engineering team, working on an AI-native platform at the point where it meets real customers and real data. What you learn in the field shapes what we build next — your work lands in production and in the product.

Why Planful