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Advisory SME, AI Agents

Fieldguide· Fieldguide - Advisory / Product
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Hybrid (San Francisco, CA)$170k - $195kFull-timePosted 6mo ago

About the role

Fieldguide is building an AI-native platform for modern audit and advisory firms. The Advisory SME, AI Agents role focuses on designing and shaping AI-powered advisory workflows in risk assurance, collaborating with engineering, product, and design to translate risk advisory processes into scalable product capabilities.

Responsibilities

  • Help design the AI-powered workflows that will define the future of risk advisory and assurance.
  • Partner closely with engineering, product, and design teams to translate real-world risk advisory processes into scalable product capabilities.
  • Work directly with advisory firms using Fieldguide to understand their workflows, pain points, and opportunities for automation.
  • Identify edge cases, controls, and quality requirements to ensure the product meets the standards required for professional services workflows.
  • Collaborate with our ML team to develop AI agent capabilities that assist with tasks such as evidence collection, control testing, and report generation.
  • Help rethink long-standing risk advisory processes and shape how AI can augment professional judgment.

Qualifications

  • Bachelor’s degree in Accounting, MIS, Computer Science, or related field
  • CPA, CISA, CISSP, or equivalent
  • 4-10 years of experience in risk advisory at a leading public accounting or advisory firm
  • Experience at the Manager level or above preferred
  • Experience conducting SOC 2 examinations, cybersecurity risk assessments, or related risk advisory engagements end-to-end
  • Strong understanding of SOC 2, ISO 27001, NIST CSF, CCPA, GDPR
  • Experience scoping engagements, testing controls, evaluating evidence, and drafting advisory reports
  • Familiarity with IT general controls (ITGCs) and their relation to risk and compliance
  • Experience across multiple clients and industries
  • Strong communication, attention to detail, and prioritization skills

Skills

Required:AI workflow designCross-functional collaborationRisk advisory domain knowledge

Benefits

  • Competitive compensation packages with meaningful ownership
  • Flexible PTO
  • 401k
  • Wellness benefits
  • Technology & Work from Home reimbursement
  • Flexible work schedules
Last updated Oct 7, 2026. Interested? Apply on the company site.
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About Fieldguide

Vertical AI for Audit & Advisory Firms

‍Fieldguide is a vertical AI platform for modern assurance and advisory firms that digitizes the end-to-end engagement workflow on a single platform. Built by former Big Four practitioners and experienced technology leaders, Fieldguide is trusted by top CPA firms to improve margins, win new business, and build stronger client relationships. We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.

artificial-intelligenceb2bworkflow-automationproductivity
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