[Remote] Forward Deployed Accountant

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.

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