FloQast
Tech / AI / Software
ForwardDeployedAccountant
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“Forward Deployed Accountant at FloQast. Skills: AI Agents deployment, accounting workflows automation, customer enablement, technical best practices. lead the deployment of FloQast’s Transform AI Agents for corporate customers. automate core accounting workflows”
What You'll Achieve.
automate core accounting workflows; improve operational efficiency; deliver tangible outcomes; ensuring accurate configuration, testing, and documentation; Accelerate adoption across corporate accounting teams
Industry & Context.
Ability to break down complex accounting processes and convert them into structured automation steps; Perform basic troubleshooting
Travel as needed (up to 30%) to customer sites for hands-on deployment, training, and adoption workshops, candidates MUST be based in the Bay Area
What They're Looking For.
Must Have
2–4 years of experience in accounting, audit, or accounting operations roles, familiarity with core workflows such as reconciliations, journal entries, variance reviews, and month-end close activities, Background in accounting required, 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, organizational skills to manage training schedules, documentation, and customer enablement activities, Willingness to travel for corporate customer training, workshops, and enablement engagements
Nice to Have
ACA or ACCA 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, ACA or ACCA 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, 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
What You'll Do.
lead the deployment of FloQast’s Transform AI Agents for corporate customers
automate core accounting workflows
improve operational efficiency
work directly with customers to understand their processes
configure automation solutions
deliver tangible outcomes
Build and deploy AI Agents that automate low to medium-complexity accounting workflows for corporate accounting teams
ensuring accurate configuration
Enable corporate accounting teams to build and deploy AI Agents by delivering structured training
guided build sessions
supporting customers in identifying automation opportunities
assessing use case feasibility
Accelerate adoption across corporate accounting teams by leading enablement sessions and ongoing coaching that help users build confidence in designing
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
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
How You'll Work.
Team & Collaboration
work directly with customers; coordinating escalation with technical or integration resources; working closely with partner consultants; training team members on Transform’s Agent-building tools
Communication Scope
communication skills to lead training sessions, workshops, and guided build sessions with corporate accounting teams
Process & Methodology
manage training schedules, documentation, customer enablement activities
Full Job Description
## Description 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 worksho
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