Senior Forward Deployed Accountant

FloQast • San Francisco, CA

158d • Remote

About The Position

As a Forward Deployed Accountant (FDA), you will play a pivotal role in driving adoption, expansion, and technical success for FloQast’s Transform product line. You will work directly with enterprise customers — and occasionally select corporate accounts — to deploy AI Agents, resolve complex technical challenges, and ensure customers realize measurable ROI through automation. This is a high-impact, customer-facing role designed for technical implementers who thrive at the intersection of technology, consulting, and customer success. As part of the founding FDA cohort, you will be instrumental in defining the blueprint for how FloQast scales Transform adoption across our enterprise customer base. This is a remote position, but candidates MUST be based in the Bay Area. Visa sponsorship is NOT available at this time.

Requirements

• 6+ years of experience in accounting, auditing, controllership, or consulting roles focused on accounting and finance functions, with a deep understanding of core accounting operations.
• Background in accounting or finance required — CPA preferred, or equivalent experience in public accounting, audit, or accounting leadership within a corporate environment.
• Proven ability to evaluate, design, and deploy workflow or process automation within accounting or finance environments (close, consolidation, or reporting).
• Strong technical foundation and working knowledge of SQL, APIs, and data flow concepts
• Ability to troubleshoot, debug, and optimize issues across integrations, data pipelines, and automation workflows
• Skilled in leading working sessions with Controllers, Accounting Managers, or RevOps teams
• Strong abilities to synthesize complex problems into actionable solutions for technical and non-technical audiences
• Highly collaborative with cross-functional teams, including Product, Engineering, Sales, and Customer Success
• Ability to travel to lead customer engagements, onsite configuration, and adoption workshops.

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
• Hands-on experience with basic scripting (e.g., Python or JavaScript)
• 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

Responsibilities

• Architect, deploy, and operationalize AI Agents that automate complex accounting processes to streamline accounting operations, strengthen internal controls, and accelerate financial processes.
• Lead high-impact transformation engagements with enterprise accounting teams to diagnose operational bottlenecks, evaluate financial processes, and identify opportunities to automate accounting workflows with AI Agents.
• Drive enterprise adoption and expansion by engaging directly with CFOs, Controllers, and other stakeholders in the accounting organization, and guiding these teams through workflow redesign, change management, and the value realization required to scale adoption of AI Agents across their organization.
• Perform deep technical troubleshooting, including reviewing and editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues across systems.
• Serve as both the functional and technical escalation point for complex issues involving integrations, data flows, and automation logic. This includes reviewing and optimizing SQL-based validations, API-driven workflows, and integration configurations.
• Collaborate closely with Customer Success and Account Management teams to identify low-adoption or at-risk enterprise accounts. Design structured recovery plans, re-engage stakeholders, and deliver targeted adoption programs centered around successful AI Agent deployment and improved business outcomes.
• Influence the product direction by delivering actionable insights to Product, participating in early feature evaluation, and collaborating on strategic initiatives that advance Transform’s roadmap and long-term growth.
• Provide leadership, oversight, and quality assurance for implementation partners to ensure consistency, accuracy, and compliance with Transform’s methodology across complex enterprise projects.
• Travel as needed (up to 60%) to customer sites for hands-on deployment, training, and adoption workshops.
• Serve as a trusted advisor and ambassador of the Transform product line. This includes educating customers and internal team members on the strategic value of AI-enabled accounting transformation, best practices in AI Agent building, and best practices for sustainable operational improvement.

Benefits

• Medical
• Dental
• Vision
• Family Forming benefits
• Life & Disability Insurance
• Unlimited Vacation
• Bonus plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior