Jobs · Accounting · New York

Senior Forward Deployed Accountant

FloQast · New York, NY · 3 wk ago
HybridAccounting$150k–$190k/yrFull-time
We need to output HTML fragment with sections:

for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the posting. First, there is a description: "As a Senior Forward Deployed Accountant (FDA), you’ll play a pivotal role..." That's about the role. So we can have

About the role

with paragraph(s) summarizing that description (but we must preserve all substantive info, not summarize away detail. However we can keep the prose as is, maybe split into paragraphs. We must not invent or summarize away detail. We can keep the original sentences. We need to remove boilerplate: visa sponsorship note, office requirement note, etc. Those are minor metadata; we can fold into a short

or drop it. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

or drop it." So we can include a short paragraph for visa sponsorship and office requirement maybe. Then "What You'll Do" is responsibilities. So

Responsibilities

with
  • each bullet. Then "What You'll Bring" includes requirements, qualifications, skills, nice-to-haves. We need to split into sections: Requirements, Qualifications, Skills. The posting lumps them; we need to decide based on content. We have: - 8+ years of experience in accounting, auditing, controllership, or finance consulting, including experience in Accounting Manager or Controller roles, with a deep understanding of core accounting operations. - Background in accounting or finance required — CPA preferred, or equivalent experience in public accounting, audit, or accounting leadership within a corporate environment. - Proven ability to evaluate, design, and deploy workflow or process automation within accounting or finance environments (close, consolidation, or reporting). - Strong technical foundation and working knowledge of SQL, APIs, and data flow concepts - Ability to troubleshoot, debug, and optimize issues across integrations, data pipelines, and automation workflows - Skilled in leading working sessions with Controllers, Accounting Managers, or RevOps teams - Strong abilities to synthesize complex problems into actionable solutions for technical and non-technical audiences - Highly collaborative with cross-functional teams, including Product, Engineering, Sales, and Customer Success - Ability to travel to lead customer engagements, onsite configuration, and adoption workshops. These are likely Requirements/Qualifications/Skills. We can categorize: Requirements: years of experience, background, CPA preferred. Qualifications: proven ability to evaluate, design, deploy automation; strong technical foundation; ability to troubleshoot; skilled in leading sessions; strong abilities to synthesize; highly collaborative; ability to travel. Skills: maybe technical skills like SQL, APIs, data flow concepts, troubleshooting, leading sessions, etc. But we need to avoid duplication. Nice-to-haves list: CPA or degree in Accounting or Finance; Experience in Professional Services, Finance Transformation, or Process Optimization; Experience with ERP systems; Familiarity with AI or automation platforms; Hands-on experience with basic scripting; Previous roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect; Experience designing or maintaining SQL-based reporting, and configuring API integrations; Strong business acumen; Background in SaaS platforms focused on finance transformation, compliance, or accounting automation. We can put Nice-to-haves under Skills or maybe a separate section? The instruction only lists certain headings; we can include Skills for nice-to-haves. But we need to avoid filler. Pay: The posting says: "The base pay range for this position is $150,000- $190,000. 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. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time." Thus we have Pay and Benefits sections. Schedule: The posting mentions office requirement 3 days per week, but that's subject to change. That's schedule info. We can include Schedule section with that note. We must not include sections with filler like "commensurate with experience". We have actual pay range, so include Pay. We must not repeat the job title as heading. We must not include Job ID etc. We need to output only HTML fragment. Let's structure:

    About the role

    As a Senior Forward Deployed Accountant (FDA), you’ll play a pivotal role in driving adoption, expansion, and technical success for FloQast’s Transform product line. You’ll work directly with enterprise customers — and occasionally select corporate accounts — to deploy AI Agents, resolve complex technical challenges, and ensure customers realize measurable ROI through automation. 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.

    Visa sponsorship is NOT available at this time. This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future.

    Then Responsibilities:

    Responsibilities

    • Architect, deploy, and operationalize AI Agents that automate complex accounting processes to streamline accounting operations, strengthen internal controls, and accelerate financial processes.
    • Lead high-impact transformation engagements with enterprise accounting teams to diagnose operational bottlenecks, evaluate financial processes, and identify opportunities to automate accounting workflows with AI Agents.
    • Drive enterprise adoption and expansion by engaging directly with CFOs, Controllers, and other stakeholders in the accounting organization, and guiding these teams through workflow redesign, change management, and the value realization required to scale adoption of AI Agents across their organization.
    • Perform deep technical troubleshooting, including reviewing and editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues across systems.
    • Serve as both the functional and technical escalation point for complex issues involving integrations, data flows, and automation logic. This includes reviewing and optimizing SQL-based validations, API-driven workflows, and integration configurations.
    • Collaborate closely with Customer Success and Account Management teams to identify low-adoption or at-risk enterprise accounts. Design structured recovery plans, re-engage stakeholders, and deliver targeted adoption programs centered around successful AI Agent deployment and improved business outcomes.
    • Influence the product direction by delivering actionable insights to Product, participating in early feature evaluation, and collaborating on strategic initiatives that advance Transform’s roadmap and long-term growth.
    • Provide leadership, oversight, and quality assurance for implementation partners to ensure consistency, accuracy, and compliance with Transform’s methodology across complex enterprise projects.
    • Travel as needed (up to 60%) to customer sites for hands-on deployment, training, and adoption workshops.
    • Serve as a trusted advisor and ambassador of the Transform product line. This includes educating customers and internal team members on the strategic value of AI-enabled accounting transformation, best practices in AI Agent building, and best practices for sustainable operational improvement.
    Then Requirements/Qualifications/Skills. We need to decide headings. We could do:

    Requirements

    8+ years of experience in accounting, auditing, controllership, or finance consulting, including experience in Accounting Manager or Controller roles, with a deep understanding of core accounting operations. Background in accounting or finance required — CPA preferred, or equivalent experience in public accounting, audit, or accounting leadership within a corporate environment.

    Qualifications

    • Proven ability to evaluate, design, and deploy workflow or process automation within accounting or finance environments (close, consolidation, or reporting).
    • Strong technical foundation and working knowledge of SQL, APIs, and data flow concepts.
    • Ability to troubleshoot, debug, and optimize issues across integrations, data pipelines, and automation workflows.
    • Skilled in leading working sessions with Controllers, Accounting Managers, or RevOps teams.
    • Strong abilities to synthesize complex problems into actionable solutions for technical and non-technical audiences.
    • Highly collaborative with cross-functional teams, including Product, Engineering, Sales, and Customer Success.
    • Ability to travel to lead customer engagements, onsite configuration, and adoption workshops.

    Skills

    • SQL, APIs, data flow concepts.
    • Python scripting (reviewing and editing).
    • SQL-based validations, API-driven workflows, integration configurations.
    • Leading working sessions with finance stakeholders.
    • Synthesizing complex problems into actionable solutions.
    • Cross-functional collaboration.
    • Travel up to 60%.
    But this duplicates content. Better to combine Requirements and Qualifications into one section? However instruction says prefer a few substantive sections over many thin ones. So maybe we combine Requirements and Qualifications into a single "Requirements" section, and Skills into another. But we also have nice-to-haves; we could include them under Skills as well. Let's think: The posting includes "What You'll Bring" which contains both required and nice-to-haves. We could split into Requirements (mandatory) and Nice-to-haves (preferred). But the instruction only lists certain headings: Requirements, Qualifications, Skills. We could treat Requirements as mandatory experience/background, Qualifications as proven abilities, Skills as technical/tool skills. Nice-to-haves could go under Skills as optional. Thus:

    Requirements

    8+ years of experience in accounting, auditing, controllership, or finance consulting, including experience in Accounting Manager or Controller roles, with a deep understanding of core accounting operations. Background in accounting or finance required — CPA preferred, or equivalent experience in public accounting, audit, or accounting leadership within a corporate environment.

    Qualifications

    • Proven ability to evaluate, design, and deploy workflow or process automation within accounting or finance environments (close, consolidation, or reporting).
    • Strong technical foundation and working knowledge of SQL, APIs, and data flow concepts.
    • Ability to troubleshoot, debug, and optimize issues across integrations, data pipelines, and automation workflows.
    • Skilled in leading working sessions with Controllers, Accounting Managers, or RevOps teams.
    • Strong abilities to synthesize complex problems into actionable solutions for technical and non-technical audiences.
    • Highly collaborative with cross-functional teams, including Product, Engineering, Sales, and Customer Success.
    • Ability to travel to lead customer engagements, onsite configuration, and adoption workshops.

    Skills

    • SQL, APIs, data flow concepts.
    • Python scripting (reviewing and editing).
    • SQL-based validations, API-driven workflows, integration configurations.
    • Nice-to-haves: CPA or degree in Accounting or Finance; Experience in Professional Services, Finance Transformation, or Process Optimization; 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; Hands-on experience with basic scripting (e.g., Python or JavaScript); Previous roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect; Experience designing or maintaining

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