[Remote] Senior Implementation Consultant, Financial Audit at Fieldguide

San Francisco, California, United States

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

2+ years of experience in financial audit or assurance
Hands-on experience with 3+ years in technology consulting, customer onboarding, implementation, or similar
Strong consulting skills helping complex organizations succeed
Proven results driving business value for customers as their trusted advisor
Project management proficiency
Ability to prioritize and manage multiple customers, projects, and requirements

Responsibilities

Provide new Fieldguide customers with seamless onboarding experiences
Deliver the Fieldguide Accelerator program to new customers
Build trust with customers through regular engagement cadences
Guide customer growth by creating plans and tracking progress
Cultivate customer champions and grow their Fieldguide knowledge
Advocate for customers by communicating their needs internally
Mitigate risks by identifying success risks and developing action plans
Measure and document customer progress and value realization
Develop customer case studies, new use cases, and success metrics
Plot customer value realization over time

Fieldguide

AI platform for audit and advisory services

About Fieldguide

Fieldguide enhances audit and advisory processes for businesses using artificial intelligence through its main product, the AI Advisory & Audit Cloud. This platform is designed for large advisory and audit firms, helping them save time, improve profit margins, and increase client satisfaction while managing various regulatory frameworks. Fieldguide's subscription-based model offers features like engagement management and automated report generation, making it more efficient than traditional methods. The company's goal is to transform the audit and advisory landscape with a modern, AI-driven experience.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$45.9MTotal Funding

SERIES_BCompany Stage

Consulting, Fintech, AI & Machine LearningIndustries

51-200Employees

Benefits

Unlimited Paid Time Off

401(k) Retirement Plan

Wellness Program

Home Office Stipend

Flexible Work Hours

Risks

Increased competition from other AI-driven audit platforms could erode market share.

Rapid AI technology development may lead to obsolescence if Fieldguide doesn't innovate.

Reliance on venture capital funding poses a risk if future rounds are unsuccessful.

Differentiation

Fieldguide offers the only end-to-end AI platform for audit and advisory services.

The platform supports multiple regulatory frameworks, enhancing its versatility for firms.

Fieldguide's AI Advisory & Audit Cloud improves efficiency and client satisfaction.

Upsides

Fieldguide's AI platform addresses the CPA talent shortage, increasing demand for its services.

The launch of Fieldguide Insights capitalizes on data-driven decision-making trends in CPA firms.

Strategic partnership with Allinial Global enhances market reach and credibility.

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