Forward Deployed Accountant

Forward Deployed Accountant

San Francisco, California

Customer Success - Professional Services /

Full-time /

Remote

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As a Forward Deployed Accountant (FDA), you'll lead the deployment of FloQast's Transform AI Agents for corporate customers, helping them automate core accounting workflows and improve operational efficiency. You'll work directly with customers to understand their processes, configure automation solutions, and deliver tangible outcomes.

This is a customer-facing role for accounting professionals who are eager to apply their domain knowledge in a technical setting and grow their skills at the intersection of finance and AI-powered automation.

• Visa sponsorship is NOT available at this time

This is a remote position, but candidates MUST be based in the Bay Area.

What You'll Do:

• Build and deploy AI Agents that automate low to medium-complexity accounting workflows for corporate accounting teams, ensuring accurate configuration, testing, and documentation.
• Enable corporate accounting teams to build and deploy AI Agents by delivering structured training, hands-on workshops, guided build sessions, and office hours, while supporting customers in identifying automation opportunities, assessing use case feasibility, and use case scoping.
• Accelerate adoption across corporate accounting teams by leading enablement sessions and ongoing coaching that help users build confidence in designing, deploying, and maintaining their own AI Agents.
• Perform basic troubleshooting by reviewing Agent configurations, validating inputs and outputs, and coordinating escalation with technical or integration resources as needed.
• Support product improvement by sharing customer feedback and observations, participating in feature testing, and identifying usability gaps or enhancement opportunities.
• Guide partner-led implementations by working closely with partner consultants, ensuring adherence to internal delivery guidelines, and delivering training to develop partner proficiency.
• Travel as needed (up to 30%) to customer sites for hands-on deployment, training, and adoption workshops.
• Lead internal enablement sessions by training team members on Transform's Agent-building tools, sharing technical best practices, and equipping them to confidently support customers in building and deploying AI Agents.

What You'll Bring:

• 2-4 years of experience in accounting, audit, or accounting operations roles, with strong familiarity with core workflows such as reconciliations, journal entries, variance reviews, and month-end close activities.
• Background in accounting required, CPA preferred. Experience in public accounting, audit, or corporate accounting is strongly preferred.
• Familiarity with workflow automation, system optimization, or technology-enabled accounting processes.
• Familiarity with data-flow, API, and integration concepts commonly used in accounting system.
• Strong communication skills to lead training sessions, workshops, and guided build sessions with corporate accounting teams.
• Ability to break down complex accounting processes and convert them into structured automation steps
• Strong organizational skills to manage training schedules, documentation, and customer enablement activities.
• Willingness to travel for corporate customer training, workshops, and enablement engagements.

Nice to Haves:

• CPA or degree in Accounting or Finance
• Experience in Professional Services, Finance Transformation, or Process Optimization, ideally serving accounting or audit functions.
• 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
• Previous roles similar to Forward Deployed Engineer, Resident Consultant, or Embedded Solutions Architect
• Experience designing or maintaining SQL-based reporting, and configuring API integrations between finance or operational systems
• Strong business acumen with the ability to translate accounting/operational requirements into scalable technical workflows
• Background in SaaS platforms focused on finance transformation, compliance, or accounting automation

The base pay range for this position is $89,600 - $134,000. This position is eligible for a bonus 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, Unlimited Vacation and participation in our Employee Stock Program. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

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About FloQast:

FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows-transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.

Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:

Unwaveringly Authentic

Ambitious with Integrity

Empowered to Grow

Committed to Collaboration

Customer Obsessed in All Ways

FloQast is regularly rated as a Best Place to Work!

• Inc. Magazine's Best Workplaces in 2025, 2024, 2023, 2022, and 2021
• Best Places to Work by LA Business Journal since 2017 (that's 9 years!)
• Built In's Best Place to Work in Los Angeles 7 years in a row!

Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.

If this aligns closely with what you are looking for, hit "Apply" and come join our growing team!

FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.

Link to FloQast Recruiting AI Usage Policy

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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