Forward Deployed Accountant

2 months, 1 week 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

Similar Roles

Senior Accountant

SmithRx 1K-5K Pharmaceuticals

SmithRx is seeking a Senior Accountant to support its Finance team in managing the accounting close, financial reporting, and technical accounting work that underpins accurate financial statements and business operations.

1 hour, 44 minutes ago

Patient Success Specialist

Natera 1K-5K Pharmaceuticals

Natera is hiring a Patient Success Specialist to support patients with non-billing inquiries and help ensure a smooth, positive experience throughout their testing journey.

CRM Salesforce
1 hour, 59 minutes ago

Tax Specialist (Enrolled Agent for U.S.)

Creative Chaos 251-1K Internet Software & Services

Creative Chaos is hiring an Enrolled Agent Tax Specialist to prepare and review tax filings, advise clients, and manage compliance and tax controversy work for U.S. federal, state, and local tax matters.

1 hour, 59 minutes ago

Accounting Specialist - Europe

ChainGPT 11-50 Internet Software & Services

ChainGPT is hiring a full-time Accounting Specialist in Europe to own end-to-end accounting, crypto and fiat finance operations, and multi-entity reporting across a multi-jurisdiction web3 business.

SQL
1 hour, 59 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers