高级前移账户会计师
Senior Forward Deployed Accountant
作为高级前置部署会计师(FDA),你将在推动FloQast的Transform产品线的采用、扩展和技术成功方面发挥关键作用。你将直接与企业客户——偶尔也会与部分公司账户合作——部署AI代理,解决复杂的工程技术问题,并通过自动化确保客户实现可衡量的投资回报率。
这是一个高影响力、面向客户的职位,适合那些在技术、咨询和客户成功交汇点上茁壮成长的技术实施者。作为首批FDA团队成员之一,你将对如何在我们的企业客户群中扩展Transform的采用方式起到决定性作用。
*目前无法提供签证担保
你将负责:
设计、部署并操作AI代理,以自动化复杂的会计流程,简化会计运营,加强内部控制,并加快财务流程。
领导对企业会计团队的高影响力转型项目,诊断运营瓶颈,评估财务流程,并识别通过AI代理自动化会计工作流的机会。
通过直接与CFO、主管和其他会计组织中的利益相关者互动,推动企业采用和扩展,并指导这些团队进行流程重新设计、变更管理和所需的增值实现,以在组织内扩大AI代理的采用。
执行深入的技术故障排除,包括审查和编辑Python脚本,为集成编写SQL查询,并诊断系统间的配置问题。
作为复杂问题的功能性和技术性升级点,涉及集成、数据流和自动化逻辑。这包括审查和优化基于SQL的验证、基于API的工作流程和集成配置。
与客户成功和客户管理团队紧密合作,识别采用率低或处于风险中的企业账户。设计结构化的恢复计划,重新吸引利益相关者,并围绕成功的AI代理部署和改善的业务成果,提供有针对性的采用计划。
通过向产品团队提供可操作的见解,参与早期功能评估,并协作推进有助于Transform路线图和长期增长的战略举措,从而影响产品方向。
为…提供领导力、监督和质量保证
查看英文原文
As a Senior 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:
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. This includes 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. This includes educating customers and internal team members on the strategic value of AI-enabled accounting transformation, best practices in AI Agent buliding, and best practices for sustainable operational improvement.
What You'll Bring:
8+ years of experience in accounting, auditing, controllership, or finance consulting, including experience in Accounting Manager or Controller roles, 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
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 solutions for technical and non-technical audiences
Highly collaborative with cross-functional teams, including Product, Engineering, Sales, and Customer Success
Ability to travel to lead customer engagements, onsite configuration, and adoption workshops.
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
Hands-on experience with basic scripting (e.g., Python or JavaScript)
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 $150,000- $190,000. 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.
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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:
Unwaveringly Authentic
Ambitious with Integrity
Empowered to Grow
Committed to Collaboration
Customer Obsessed in All Ways
FloQast is regularly rated as a Best Place to Work!
- 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.
If this aligns closely with what you are looking for, hit “Apply” and come join our growing team!
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