Note: The job is a remote job and is open to candidates in USA. FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. As a Forward Deployed Accountant, you will lead the deployment of AI Agents for corporate customers, helping them automate accounting workflows and improve operational efficiency.
Responsibilities
- 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
Skills
- 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
- 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
Benefits
- This position is eligible for a bonus plan in addition to base pay.
- 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.
Company Overview
FloQast is a financial close management software designed to streamline the month-end close process for accounting teams. It was founded in 2013, and is headquartered in Los Angeles, California, USA, with a workforce of 501-1000 employees. Its website is http://www.floqast.com.