Senior Forward Deployed Accountant

1 month, 2 weeks ago
Full-time
Senior
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

  • Architect, deploy, and operationalize AI agents that automate complex accounting processes.
  • Lead transformation engagements with enterprise accounting teams to diagnose bottlenecks and identify automation opportunities.
  • Drive adoption and expansion by working with CFOs, Controllers, and other accounting stakeholders.
  • Perform technical troubleshooting by reviewing Python scripts, writing SQL queries, and diagnosing configuration issues.
  • Serve as the escalation point for complex issues involving integrations, data flows, and automation logic.
  • Collaborate with Customer Success and Account Management to recover low-adoption or at-risk accounts.
  • Design and deliver recovery plans and targeted adoption programs to improve customer outcomes.
  • Influence product direction by sharing customer insights, evaluating early features, and supporting strategic initiatives.
  • Provide oversight and quality assurance for implementation partners on complex enterprise projects.
  • Travel to customer sites as needed for deployment, training, and adoption workshops.

Requirements

  • 6+ years of experience in accounting, auditing, controllership, or consulting roles focused on accounting and finance functions.
  • Background in accounting or finance is required; CPA preferred or equivalent experience in public accounting, audit, or accounting leadership.
  • Experience evaluating, designing, and deploying workflow or process automation in accounting or finance environments.
  • Strong working knowledge of SQL, APIs, and data flow concepts.
  • Ability to troubleshoot, debug, and optimize integrations, data pipelines, and automation workflows.
  • Experience leading working sessions with Controllers, Accounting Managers, or RevOps teams.
  • Ability to synthesize complex problems into actionable solutions for technical and non-technical audiences.
  • High level of collaboration with cross-functional teams, including Product, Engineering, Sales, and Customer Success.
  • Ability to travel up to 60% for customer engagements, onsite configuration, and adoption workshops.
  • CPA or degree in Accounting or Finance preferred.
  • Experience in Professional Services, Finance Transformation, or Process Optimization preferred.
  • Experience with ERP systems such as NetSuite, Intacct, or Microsoft Dynamics preferred.
  • Familiarity with AI or automation platforms such as LLM-based agents, UiPath, or AI workflow builders preferred.
  • Hands-on experience with basic scripting such as Python or JavaScript preferred.
  • Experience designing or maintaining SQL-based reporting and API integrations between finance or operational systems preferred.

Benefits

  • Base salary range of $132,000 to $198,000.
  • Eligibility for a bonus plan in addition to base pay.
  • Medical, Dental, and Vision coverage.
  • Family Forming benefits.
  • Life and Disability Insurance.
  • Unlimited Vacation.
  • Remote position with Bay Area-based candidates required.

Interested in this position?

Apply directly on the company website

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