Senior Forward Deployed Accountant

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

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 3000 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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