Forward Deployed Accountant

FloQast; Austin (TX); On-site; USD 89,600 - 134,400; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Unlimited vacation

Life and disability insurance

Job summary

FloQast is seeking a Forward Deployed Accountant to enhance their Transform product line. In this role, you will support enterprise customers by deploying AI Agents and resolving technical challenges to ensure clients realize ROI through automation.

Applicants should have over 4 years in accounting roles and strong communication skills to foster client training sessions. The position offers a competitive salary range of $89,600 – $134,400 along with comprehensive benefits including medical and unlimited vacation.

Qualifications

• 4+ years of experience in accounting, audit, or accounting operations roles.
• Familiarity with workflow automation and data-flow concepts.
• Strong communication skills for training and enablement.

Responsibilities

• Build and deploy AI Agents to automate accounting workflows.
• Enable corporate accounting teams through structured training.
• Lead enablement sessions to enhance user confidence.

Skills

Accounting principles

Workflow automation

Strong communication

Organizational skills

Education

CPA or degree in Accounting or Finance

Tools

ERP systems (e.g., NetSuite, Intacct)

AI automation platforms

Job description

As a Forward Deployed Accountant (FDA), you’ll play a pivotal role in driving adoption, expansion, and technical success for FloQast’s Transform product line. You’ll work directly with enterprise customers — and occasionally select corporate accounts — to deploy AI Agents, resolve complex technical challenges, and ensure customers realize measurable ROI through automation.

What You'll Do

• 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.

What You'll Bring

• 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 systems.
• 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.

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.
• 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.

Compensation & Benefits

Base pay range: $89,600 – $134,400 with potential commission. In addition to base salary, FloQast offers a comprehensive benefits package that includes medical, dental, vision, family forming benefits, life & disability insurance, and unlimited vacation.

Visa Sponsorship

Visa sponsorship is NOT available at this time.

Equal Opportunity Statement

FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.