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.
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
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.
What You’ll Bring
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, CA (Chartered Accountant) preferred, or US CPA/CMA. 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 systems.
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.
Nice To Have
CA (Chartered Accountant) preferred 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
Skills Required
- 4+ years of experience in accounting, audit, or accounting operations
- Strong familiarity with reconciliations, journal entries, variance reviews, and month-end close activities
- Background in accounting
- Familiarity with workflow automation, system optimization, or technology-enabled accounting processes
- Familiarity with data flow, API, and integration concepts used in accounting systems
- Strong communication skills for leading training sessions, workshops, and guided build sessions
- Ability to convert complex accounting processes into structured automation steps
- Strong organizational skills for managing training schedules, documentation, and customer enablement
- Willingness to travel for customer training and enablement engagements
- CA, Chartered Accountant, or US CPA/CMA
- Degree in Accounting or Finance
- Experience in public accounting, audit, or corporate accounting
- Experience in professional services, finance transformation, or process optimization
- Experience with ERP systems such as NetSuite, Intacct, or Microsoft Dynamics
- Familiarity with AI or automation platforms, LLM-based agents, RPA tools, or AI workflow builders
- Experience designing or maintaining SQL-based reporting and configuring API integrations
- Experience in finance transformation, compliance, or accounting automation SaaS
FloQast Compensation & Benefits Highlights
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Healthcare Strength — Healthcare coverage includes multiple plan options with some 100% employer‑paid for employees and families, plus dental/vision and Talkspace access. Supplemental protections like life and disability insurance and optional critical illness/accident coverage are also provided.
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Parental & Family Support — Paid parental leave is described at 16 weeks for birthing parents and 12 weeks for non‑birthing parents, alongside global family‑forming support through Carrot and related financial assistance. New‑parent perks such as subsidized SNOO rental and adoption assistance are also highlighted.
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Leave & Time Off Breadth — Time‑off programs include generous or unlimited PTO, paid sick time and holidays, and company‑wide Catch‑Up Days that add extra recharge time. These programs are presented as a core part of the package.
FloQast Insights
What We Do
By automating and streamlining common accounting workflows to make them more efficient, FloQast is where accounting teams want to work so they can focus on what matters most, even when that’s just logging off on time. Whether automating reconciliations, documentation requests, or streamlining recurring accounting processes, such as the month-end close, financial reporting, or payroll, FloQast's platform enhances the way accounting teams already work to help them operate more efficiently.
Why Work With Us
Our cloud-based, AI-enhanced software is trusted by more than 3,000 accounting teams, including those at Twilio, Gong, Instacart, and The Golden State Warriors - and still growing! We aspire to forever elevate accounting and improve both the practice and perceptions of the profession.
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FloQast Teams
FloQast Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
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