Forward Deployed Accountant

2 weeks, 4 days ago
Full-time
Junior
Customer and Technical Support

FloQast

FloQast provides a cloud-based accounting transformation platform that automates workflow and close management processes, enabling accounting departments to efficiently centralize tasks and documentation for a faster and more accurate month-end close.

Diversified Financial Services
251-1K
Founded 2013
$230M raised

Description

  • Build and deploy AI agents that automate low- to medium-complexity accounting workflows for corporate accounting teams.
  • Configure, test, and document automation solutions to ensure accurate deployment.
  • Work directly with customers to understand their processes and identify automation opportunities.
  • Lead structured training, hands-on workshops, guided build sessions, and office hours for customer teams.
  • Help customers scope use cases and assess feasibility for automation.
  • Provide basic troubleshooting by reviewing agent configurations, validating inputs and outputs, and escalating technical issues as needed.
  • Share customer feedback, participate in feature testing, and identify product usability gaps or enhancement opportunities.
  • Support partner-led implementations by training partner consultants and ensuring delivery guidelines are followed.
  • Travel up to 30% to customer sites for deployment, training, and adoption workshops.
  • Lead internal enablement sessions and train team members on agent-building tools and best practices.

Requirements

  • 2–4 years of experience in accounting, audit, or accounting operations roles.
  • Strong familiarity with core accounting workflows such as reconciliations, journal entries, variance reviews, and month-end close.
  • Background in accounting is required; CPA is preferred.
  • Public accounting, audit, or corporate accounting experience is strongly preferred.
  • Familiarity with workflow automation, system optimization, or technology-enabled accounting processes.
  • Understanding of data-flow, API, and integration concepts used in accounting systems.
  • Strong communication skills for leading training sessions, workshops, and guided build sessions.
  • Ability to break down complex accounting processes into structured automation steps.
  • Strong organizational skills to manage training schedules, documentation, and customer enablement activities.
  • Willingness to travel for customer training, workshops, and enablement engagements.
  • CPA or degree in Accounting or Finance is a nice to have.
  • Experience in Professional Services, Finance Transformation, or Process Optimization is preferred.
  • Experience with ERP systems such as NetSuite, Intacct, or Microsoft Dynamics and accounting close processes is preferred.
  • Familiarity with AI or automation platforms such as LLM-based agents, RPA tools like UiPath, or AI workflow builders is preferred.
  • Previous experience in roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect is preferred.
  • Experience designing or maintaining SQL-based reporting and configuring API integrations between finance or operational systems is preferred.
  • Strong business acumen to translate accounting and operational requirements into scalable technical workflows.
  • Background in SaaS platforms focused on finance transformation, compliance, or accounting automation is preferred.
  • Visa sponsorship is not available at this time.
  • Candidates must be based in the Bay Area.

Benefits

  • Base salary range of $89,600 to $134,000.
  • Eligibility for a bonus plan in addition to base pay.
  • Medical, dental, and vision insurance.
  • Family forming benefits.
  • Life and disability insurance.
  • Unlimited vacation.
  • Participation in the Employee Stock Program.

Interested in this position?

Apply directly on the company website

Apply Now

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