Fieldguide Offices

Develop and maintain customer-facing reports, dashboards, data models, and reusable datasets. Use advanced SQL to investigate customer questions, validate metrics, resolve discrepancies, and improve data quality. Partner with Customer Success, Product, Data Science, and Data Engineering to standardize reporting, support QBRs and value realization, and convert recurring analyses into scalable, automated data capabilities.

Own the strategy and roadmap for Fieldguide’s corporate internal audit product line. Build enterprise-grade AI agents supporting the full audit lifecycle, from planning and risk assessment through execution and reporting. Partner with customer success, sales, marketing, and engineering to gather feedback, communicate strategy, and drive adoption. Engage directly with Chief Audit Executives and internal audit leaders to translate regulated compliance workflows into product requirements.

Lead the strategy and development of AI-powered tax agents for CPA firms and corporate tax departments. Partner with engineers, designers, customers, sales, marketing, and customer success to define roadmaps, launch zero-to-one products, improve existing features, and drive adoption across the tax lifecycle, including data gathering, workpaper preparation, compliance, provision, research, and review.