FloQast · 1 day ago
Senior Forward Deployed Accountant
United States
Full-time
Onsite
Senior Level
$132K/yr - $198K/yr
6+ years expFloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. The Senior Forward Deployed Accountant will play a pivotal role in driving adoption and technical success for FloQast’s Transform product line by working directly with enterprise customers to deploy AI Agents and resolve complex technical challenges.
AccountingB2BEnterprise SoftwareSaaS
No H1B
Responsibilities
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 building, and best practices for sustainable operational improvement
Qualification
Required
6+ years of experience in accounting, auditing, controllership, or consulting roles focused on accounting and finance functions, 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
Preferred
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
Benefits
Medical
Dental
Vision
Family Forming benefits
Life & Disability Insurance
Unlimited Vacation
Company
FloQast
FloQast is a financial close management software designed to streamline the month-end close process for accounting teams.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$302.85MKey Investors
ICONIQ GrowthMeritech Capital PartnersNorwest
2024-04-10Series E· $100M
2021-07-21Series D· $110M
2020-01-21Series C· $40M
Leadership Team
Mike Whitmire
Co-Founder and CEO
Cullen Zandstra
Co-Founder & CTO
Recent News
2026-01-06
Norwest
2025-12-01
2025-11-19
Company data provided by crunchbase