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The First Accounting Transformation Platform Powered by AI Agent
The Role
As a Forward Deployed Accountant, you'll deploy AI Agents for automating accounting workflows, conduct training, and assist corporate accounting teams in optimizing processes.
Summary Generated by Built In
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 role is hybrid with 3 days in our central London office.
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 50%) 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.
What You'll Bring:
- 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, 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.
- 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 Haves:
- 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
- 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
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About FloQast:
FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.
Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
FloQast is regularly rated as a Best Place to Work!
- Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021
- Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)
- Built In’s Best Place to Work in Los Angeles 7 years in a row!
Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.
If this aligns closely with what you are looking for, hit “Apply” and come join our growing team!
FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.
Skills Required
- 2-4 years of experience in accounting, audit, or accounting operations roles
- Background in accounting required, ACA or ACCA preferred
- Familiarity with workflow automation, system optimization, or technology-enabled accounting processes
- Strong communication skills to lead training sessions and workshops
- Strong organizational skills to manage training schedules and documentation
What the Team is Saying
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President and CRO
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FloQast Compensation & Benefits Highlights
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Healthcare Strength — Health coverage is presented as comprehensive, with multiple medical plan options (some fully employer‑paid) alongside employer‑paid life and disability and access to therapy. Dental and vision are often described as fully covered, adding tangible value to total rewards.
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Parental & Family Support — Family‑forming support and paid parental leave (e.g., 16 weeks for birthing parents and 12 weeks for non‑birthing) are highlighted, plus a subsidized SNOO bassinet. These offerings provide meaningful support for growing families.
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Leave & Time Off Breadth — Unlimited PTO combined with company‑wide Catch‑Up Days and generous sick time creates additional recharge opportunities. Time‑off policies are emphasized across job materials and benefits overviews.
FloQast Insights
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The Company
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
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About our Teams
FloQast Offices
Remote Workspace
Employees work remotely.
FloQast's Employee Choice policy allows employees to choose to be hybrid or remote!
Typical time on-site:
None
