The First Accounting Transformation Platform Powered by AI Agent
The Role
The Senior Forward Deployed Accountant leads enterprise customer engagements, automating accounting processes with AI Agents. Responsibilities include technical troubleshooting, workflow design, and collaborating with account teams for adoption and success.
Summary Generated by Built In
As a Forward Deployed Accountant (FDA), you’ll play a pivotal role in driving adoption, expansion, and technical success for FloQast’s Transform product line. You’ll work directly with enterprise customers — and occasionally select corporate accounts — to deploy AI Agents, resolve complex technical challenges, and ensure customers realize measurable ROI through automation.
This is a high-impact, customer-facing role designed for technical implementers who thrive at the intersection of technology, consulting, and customer success. As part of the founding FDA cohort, you’ll be instrumental in defining the blueprint for how FloQast scales Transform adoption across our enterprise customer base.
This is a remote position, but candidates MUST be based in the Bay Area.
*Visa sponsorship is NOT available at this time
What You'll Do:
- Architect, deploy, and operationalize AI Agents that automate complex accounting processes to streamline accounting operations, strengthen internal controls, and accelerate financial processes.
- Lead high-impact transformation engagements with enterprise accounting teams to diagnose operational bottlenecks, evaluate financial processes, and identify opportunities to automate accounting workflows with AI Agents.
- Drive enterprise adoption and expansion by engaging directly with CFOs, Controllers, and other stakeholders in the accounting organization, and guiding these teams through workflow redesign, change management, and the value realization required to scale adoption of AI Agents across their organization.
- Perform deep technical troubleshooting, including reviewing and editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues across systems.
- Serve as both the functional and technical escalation point for complex issues involving integrations, data flows, and automation logic. This includes reviewing and optimizing SQL-based validations, API-driven workflows, and integration configurations.
- Collaborate closely with Customer Success and Account Management teams to identify low-adoption or at-risk enterprise accounts. Design structured recovery plans, re-engage stakeholders, and deliver targeted adoption programs centered around successful AI Agent deployment and improved business outcomes.
- Influence the product direction by delivering actionable insights to Product, participating in early feature evaluation, and collaborating on strategic initiatives that advance Transform’s roadmap and long-term growth.
- Provide leadership, oversight, and quality assurance for implementation partners to ensure consistency, accuracy, and compliance with Transform’s methodology across complex enterprise projects.
- Travel as needed (up to 60%) to customer sites for hands-on deployment, training, and adoption workshops.
- Serve as a trusted advisor and ambassador of the Transform product line. This includes educating customers and internal team members on the strategic value of AI-enabled accounting transformation, best practices in AI Agent buliding, and best practices for sustainable operational improvement.
What You'll Bring:
- 6+ years of experience in accounting, auditing, controllership, or finance consulting, including experience in Accounting Manager or Controller roles, with a deep understanding of core accounting operations.
- Background in accounting or finance required — CPA preferred, or equivalent experience in public accounting, audit, or accounting leadership within a corporate environment.
- Proven ability to evaluate, design, and deploy workflow or process automation within accounting or finance environments (close, consolidation, or reporting).
- Strong technical foundation and working knowledge of SQL, APIs, and data flow concepts
- Ability to troubleshoot, debug, and optimize issues across integrations, data pipelines, and automation workflows
- Skilled in leading working sessions with Controllers, Accounting Managers, or RevOps teams
- Strong abilities to synthesize complex problems into actionable solutions for technical and non-technical audiences
- Highly collaborative with cross-functional teams, including Product, Engineering, Sales, and Customer Success
- Ability to travel to lead customer engagements, onsite configuration, and adoption workshops.
Nice-to-haves:
- 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
- Hands-on experience with basic scripting (e.g., Python or JavaScript)
- 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
The base pay range for this position is $132,000 - $198,000. This position is eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. 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, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
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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.
Link to FloQast Recruiting AI Usage Policy
Skills Required
- 6+ years of experience in accounting, auditing, controllership, or consulting roles focused on accounting and finance functions
- CPA preferred or equivalent experience in public accounting, audit, or accounting leadership within a corporate environment
- Proven ability to evaluate, design, and deploy workflow or process automation
- Strong technical foundation and working knowledge of SQL, APIs, and data flow concepts
- Ability to troubleshoot, debug, and optimize issues across integrations, data pipelines, and automation workflows
- Skilled in leading working sessions with Controllers, Accounting Managers, or RevOps teams
- Highly collaborative with cross-functional teams
What the Team is Saying
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Software Engineer I
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CTO
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President and CRO
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SVP Product
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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.
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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
