Forward Deployed Accountant

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

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   By applying for this position, you acknowledge and consent to FloQast’s collection, use, processing, and storage of your personal information and application materials in accordance with our privacy policy and applicable law, including, but not limited to, your resume, cover letter, contact information, employment history, references, and any other details or information provided during the application and interview process. Your information may be shared with hiring managers, HR personnel, and other employees involved in the hiring process, as well as authorized third-party service providers who assist with our hiring process. You have the right to access, correct or request the deletion of your personal information at any time. To exercise these rights, or for other questions related to our data practices, please contact us at recruiting@floqast.com. Your consent is voluntary, but please note that providing this consent is necessary for us to process your application and consider you for employment opportunities. For more details, please see our privacy policy at https://www.floqast.com/legal/privacy-policy.     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.