Forward Deployed Accountant

FloQast; New York (NY); Hybrid; USD 99,000 - 133,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Family-forming benefits

Life & Disability Insurance

Unlimited vacation

Job summary

FloQast is seeking a Forward Deployed Accountant to drive adoption and ROI for the Transform product line with enterprise customers. You’ll deploy AI Agents, resolve technical challenges, and enable customers to scale automation.

As part of the founding cohort, you’ll shape how FloQast scales Transform adoption across our client base, delivering hands-on workshops and guided builds while traveling up to 30% for customer sites.

Qualifications

• 4+ years of experience in accounting, audit, or accounting operations roles with core workflows
• CPA preferred; public accounting or corporate accounting experience valued
• Familiarity with workflow automation and accounting system optimization
• Experience with data-flow, API integrations in accounting environments

Responsibilities

• Build and deploy AI Agents to automate accounting workflows for corporate teams
• Lead enablement sessions, workshops, and guided builds for customers
• Triage and troubleshoot Agent configurations and data flows
• Gather customer feedback to inform product improvements and usability
• Collaborate with partner consultants to deliver training and ensure adoption
• Travel to customer sites up to 30% for deployment and workshops
• Deliver internal enablement sessions to train FloQast teams on Transform tools

Skills

Accounting

CPA preferred

Public accounting

Travel readiness

Education

CPA or Accounting/Finance degree

Tools

ERP systems (NetSuite/Intacct/MD)

SQL-based reporting

API integrations

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.

This is a high-impact, customer-facing role designed for technical implementers who thrive at the intersection of technology, consulting, and customer success. As part of the founding FDA cohort, you’ll be instrumental in defining the blueprint for how FloQast scales Transform adoption across our enterprise customer base.

• Visa sponsorship is NOT available at this time

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 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.

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.

The base pay range for this position is $99,000- $133,000. This position is eligible for a commission plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

#BI-hybrid

About FloQast

FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world‑class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.

Our Values Act As a Guiding Compass, Shaping Every Decision We Make, And Are Non-negotiable, Particularly In Our Hiring Process. Alongside Our Employees, Partners, And Customers, We Embody These Values Every Day

• Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021
• Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)
• Built In’s Best Place to Work in Los Angeles 7 years in a row!

Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd .

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.

Link to FloQast Recruiting AI Usage Policy

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.