Senior Forward Deployed Accountant at Floqast

United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

NoVisa

Accounting, Financial Technology, Enterprise SoftwareIndustries

Requirements

4–6 years of experience in accounting, auditing, controllership, or consulting roles focused on accounting and finance functions, with a deep understanding of core accounting operations
Background in accounting or finance required — 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
Hands-on experience with basic scripting (e.g., Python or JavaScript)
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 abilities to synthesize complex problems into actionable insights

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 directly with CFOs, Controllers, and other stakeholders in the accounting organization, and guiding these teams through workflow redesign, change management, and the value realization required to scale adoption of AI Agents across their organization
Perform deep technical troubleshooting, including reviewing and editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues across systems
Serve as both the functional and technical escalation point for complex issues involving integrations, data flows, and automation logic, including reviewing and optimizing SQL-based validations, API-driven workflows, and integration configurations
Collaborate closely with Customer Success and Account Management teams to identify low-adoption or at-risk enterprise accounts, design structured recovery plans, re-engage stakeholders, and deliver targeted adoption programs centered around successful AI Agent deployment and improved business outcomes
Influence the product direction by delivering actionable insights to Product, participating in early feature evaluation, and collaborating on strategic initiatives that advance Transform’s roadmap and long-term growth
Provide leadership, oversight, and quality assurance for implementation partners to ensure consistency, accuracy, and compliance with Transform’s methodology across complex enterprise projects
Travel as needed (up to 60%) to customer sites for hands-on deployment, training, and adoption workshops
Serve as a trusted advisor and ambassador of the Transform product line, including educating customers and internal team members on the strategic value of AI-enabled accounting transformation, best practices in AI Agent building, and best practices for sustainable operational improvement

Skills

Key technologies and capabilities for this role

AI AgentsPythonSQLAccounting AutomationWorkflow AutomationIntegrationsAPIChange ManagementFinancial ProcessesInternal Controls

Questions & Answers

Common questions about this position

Is visa sponsorship available for this role?

No, visa sponsorship is not available at this time.

What is the travel requirement for this position?

The role requires travel as needed, up to 60%, to customer sites for hands-on deployment, training, and adoption workshops.

What technical skills are required for this role?

The position requires experience reviewing and editing Python scripts, writing SQL queries for integrations, and troubleshooting configurations including SQL-based validations, API-driven workflows, and integration configurations.

What does the team structure look like for this role?

You'll collaborate closely with Customer Success and Account Management teams, serve as a functional and technical escalation point, and provide leadership and oversight for implementation partners.

What makes a strong candidate for this Forward Deployed Accountant role?

Strong candidates are technical implementers who thrive at the intersection of technology, consulting, and customer success, with the ability to architect and deploy AI Agents, lead enterprise transformations, engage CFOs and Controllers, and handle deep technical troubleshooting.

Floqast

Financial close management software for accounting teams

About Floqast

FloQast offers Financial Close Management Software that helps accounting teams automate and streamline the financial close process at the end of a fiscal period. The cloud-based solution integrates with existing ERP systems and Excel, allowing for automated reconciliations and organized financial documentation for audits. Unlike competitors, FloQast can be fully implemented and trained within two weeks, making it easier to adopt. The company's goal is to improve the efficiency and accuracy of financial reporting, reducing the workload for accounting teams.

Los Angeles, CaliforniaHeadquarters

2013Year Founded

$294.6MTotal Funding

SERIES_ECompany Stage

Enterprise Software, FintechIndustries

501-1,000Employees

Benefits

Unlimited PTO

Company-Wide Social Events

Cold Brew/Nitro On Tap

Generous Paid Parental Leave

Competitive Compensation

401k (No Matching)

Unlimited Snacks and Drinks

Family Forming Support, Benefits & Reimbursement

Pet Care Discount Program

Stock Options

Education Reimbursement

Medical, Dental, Vision (100% paid)

Charitable Donation Matching

Risks

Increased competition from fintech startups could erode FloQast's market share.

Economic downturns in EMEA and APAC may impact FloQast's expansion and revenue growth.

Data privacy concerns in new markets could challenge FloQast's global expansion strategy.

Differentiation

FloQast integrates seamlessly with major ERP systems like QuickBooks and SAP.

The platform offers built-in flux analysis for identifying significant financial data changes.

FloQast's ease of implementation sets it apart from lengthy traditional software setups.

Upsides

FloQast's global expansion is bolstered by new executive appointments in EMEA and APAC.

Recognition as a fastest-growing company enhances FloQast's market credibility and visibility.

The subscription model ensures a steady revenue stream and continuous software updates.

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