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Forward Deployed Accountant

FloQast· Customer Success – Professional Services
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Hybrid (New York, NY)$99k - $133kFull-timePosted 5mo ago

About the role

Forward Deployed Accountant (FDA) focused on deploying FloQast’s Transform product line for enterprise customers, driving adoption, automation, and measurable ROI through AI Agents. Role combines technology, consulting, and customer success, with travel up to 30% and integration-focused responsibilities.

Responsibilities

  • 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.
  • Guide partner-led implementations by working closely with partner consultants, ensuring adherence to internal delivery guidelines, and delivering training to develop partner proficiency.
  • Travel as needed (up to 30%) to customer sites for hands-on deployment, training, and adoption workshops.
  • 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.

Qualifications

  • - 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, CPA preferred. 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 system.
  • - 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.

Skills

Required:Accounting proficiencyAI Agent deploymentTraining and enablement

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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