Forward Deployed Accountant
About the role
This is a high-impact, customer-facing role designed for technical implementers who thrive at the intersection of technology, consulting, and customer success. As part of the founding FDA cohort, you’ll be instrumental in defining the blueprint for how FloQast scales Transform adoption across our enterprise customer base.
What You'll Do
- Build and deploy AI Agents that automate low to medium-complexity accounting workflows for corporate accounting teams, ensuring accurate configuration, testing, and documentation.
- Enable corporate accounting teams to build and deploy AI Agents by delivering structured training, hands-on workshops, guided build sessions, and office hours, while supporting customers in identifying automation opportunities, assessing use case feasibility, and use case scoping.
- Accelerate adoption across corporate accounting teams by leading enablement sessions and ongoing coaching that help users build confidence in designing, deploying, and maintaining their own AI Agents.
- Perform basic troubleshooting by reviewing Agent configurations, validating inputs and outputs, and coordinating escalation with technical or integration resources as needed.
- Support product improvement by sharing customer feedback and observations, participating in feature testing, and identifying usability gaps or enhancement opportunities.
- Guide partner-led implementations by working closely with partner consultants, ensuring adherence to internal delivery guidelines, and delivering training to develop partner proficiency.
- Lead internal enablement sessions by training team members on Transform’s Agent-building tools, sharing technical best practices, and equipping them to confidently support customers in building and deploying AI Agents.
What You'll Bring
- 4+ years of experience in accounting, audit, or accounting operations roles, with strong familiarity with core workflows such as reconciliations, journal entries, variance reviews, and month-end close activities.
- Background in accounting required, CPA preferred. Experience in public accounting, audit, or corporate accounting is strongly preferred.
- Familiarity with workflow automation, system optimization, or technology-enabled accounting processes.
- Familiarity with data-flow, API, and integration concepts commonly used in accounting systems.
- Strong communication skills to lead training sessions, workshops, and guided build sessions with corporate accounting teams.
- Ability to break down complex accounting processes and convert them into structured automation steps.
- Strong organizational skills to manage training schedules, documentation, and customer enablement activities.
- Willingness to travel for corporate customer training, workshops, and enablement engagements.
Nice To Haves
- CPA or degree in Accounting or Finance.
- Experience in Professional Services, Finance Transformation, or Process Optimization, ideally serving accounting or audit functions.
- Experience with ERP systems (e.g., NetSuite, Intacct, Microsoft Dynamics) and accounting close processes.
- Familiarity with AI or automation platforms: LLM-based agents, RPA tools (e.g., UiPath), or AI workflow builders.
- Previous roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect.
- Experience designing or maintaining SQL-based reporting, and configuring API integrations between finance or operational systems.
- Strong business acumen with the ability to translate accounting/operational requirements into scalable technical workflows.
Pay and Benefits
The base pay range for this position is $89,600- $134,400. This position is eligible for a commission plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation.
About FloQast
FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.
Our Values
Act As a Guiding Compass, Shaping Every Decision We Make, And Are Non-negotiable, Particularly In Our Hiring Process. Alongside Our Employees, Partners, And Customers, We Embody These Values Every Day Unwaveringly Authentic Ambitious with Integrity Empowered to Grow Committed to Collaboration Customer Obsessed in All Ways
Links
- FloQast Recruiting AI Usage Policy