Forward Deployed Accountant

3 months, 3 weeks 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

Burned Out from the 9-5? There's Another Way - Remote Role

Global Elite Empire Consultants is hiring a remote client-facing consultant to help families secure their financial well-being through virtual consultations and ongoing client support.

3 hours, 17 minutes ago

Remote Member Benefits Specialist

Global Elite Empire Consultants is hiring remote team members to help clients who have requested information about financial protection and benefits, with the goal of guiding them through enrollment and building long-term client relationships.

3 hours, 17 minutes ago

Work From Home - Client Services Associate

Global Elite Empire Consultants is hiring remote financial services team members focused on helping protect families and children.

3 hours, 17 minutes ago

Remote Client Benefits Advisor

Global Elite Empire Consultants is hiring a remote, people-focused team member to help clients understand and access benefits while contributing to customer service and long-term career growth.

3 hours, 17 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