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Senior Forward Deployed Accountant

FloQast· Customer Success – Professional Services
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Hybrid (San Francisco, California)$150k - $190kFull-timePosted 11mo ago

About the role

Senior Forward Deployed Accountant (FDA) responsible for deploying FloQast Transform AI Agents, driving adoption and ROI for enterprise customers, and providing technical and functional leadership throughout implementations.

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 with CFOs, Controllers, and other stakeholders, guiding workflow redesign and change management to scale adoption of AI Agents.
  • Perform deep technical troubleshooting including reviewing and editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues across systems.
  • Serve as functional and technical escalation point for integrations, data flows, and automation logic; review and optimize SQL-based validations, API-driven workflows, and integration configurations.
  • Collaborate with Customer Success and Account Management to identify low-adoption or at-risk accounts and design recovery/adoption programs.
  • Influence product direction by delivering actionable insights to Product and participating in early feature evaluation.
  • Provide leadership and QA for implementation partners to ensure consistency and compliance with Transform’s methodology.
  • Travel up to 60% to customer sites for deployment, training, and adoption workshops.
  • Act as trusted advisor and ambassador of the Transform product line, educating customers and internal teams on AI-enabled accounting transformation and best practices.

Qualifications

  • 8+ years of experience in accounting, auditing, controllership, or finance consulting, including experience in Accounting Manager or Controller roles
  • 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 ability to synthesize complex problems into actionable solutions for technical and non-technical audiences
  • Highly collaborative with cross-functional teams (Product, Engineering, Sales, Customer Success)
  • Ability to travel to lead customer engagements, onsite configuration, and adoption workshops.

Skills

Required:Accounting/Finance domain expertiseSQLPythonAPIs and data flowsStakeholder managementCommunication and facilitation

Benefits

  • Medical
  • Dental
  • Vision
  • Family Forming benefits
  • Life & Disability Insurance
  • Unlimited Vacation
Last updated Oct 21, 2026. Interested? Apply on the company site.

About FloQast

The First Accounting Transformation Platform Powered by AI Agents

FloQast | The Accounting Transformation Platform

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