Senior Implementation Consultant, Financial Audit jobs in United States
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Fieldguide · 1 month ago

Senior Implementation Consultant, Financial Audit

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. As a Senior Implementation Consultant, you will work directly with customers to ensure a seamless onboarding experience and maximize their return on investment with the Fieldguide platform.

AccountingAgentic AIArtificial Intelligence (AI)Cyber SecurityDocument ManagementFinTech

Responsibilities

Build trust with customers. Maintain regular engagement cadences with customers through all phases of their implementation, from sales handoff to value realization
Guide growth. Create a plan that outlines the customer’s goals with implementing Fieldguide and activities needed to meet those goals. Maintain regular reviews during their onboarding process to track progress and adapt plans where necessary
Build champions. Cultivate customer champions and grow their Fieldguide knowledge
Advocate for the customer. Be the link between the customer and Fieldguide’s Engineering, Product, Design; Customer Enablement; Sales; and other cross-functional teams. Be aware of and communicate customer needs internally to help shape the product roadmap, internal processes, and future onboarding iterations
Mitigate risks. Be proactive in identifying success risks and develop decisive action plans to mitigate them
Measure and document progress. Document the value Fieldguide provides to our customers by detailing customer case studies, new use cases and success metrics. Track customer progress against their adoption map, and be able to plot customer value realization over time

Qualification

Financial audit experienceTechnology consultingCustomer onboardingProject managementExecutive presenceBias towards actionCommunication skillsTeam playerProblem-solving

Required

Deep industry knowledge and at least 2+ years of experience in financial audit or assurance is a must
Strong consulting skills helping complex organizations succeed, with proven results driving business value for customers as their trusted advisor
You are a team player, and you are mission-first. You're joining a hard-working team that trusts each other deeply
Project management proficiency with proven ability to prioritize and manage multiple customers, projects and requests with little direct oversight
You are able to professionally problem-solve, while juggling several customers
Executive presence and ability to influence change
Demonstrated history of communicating effectively with customers and across internal teams
Bias towards action. You take ownership of projects end-to-end and see them through to completion, with minimal direction or oversight

Preferred

Hands-on experience with 3+ years in technology consulting, customer onboarding, implementation, or similar, at a top management consulting firm (preferred) or high-growth startup

Benefits

Competitive compensation packages with meaningful ownership
Unlimited PTO
401k
Wellness benefits, including a bundle of free therapy sessions
Technology & Work from Home reimbursement
Flexible work schedules

Company

Fieldguide

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Agentic AI for Audit and Advisory.

Funding

Current Stage
Growth Stage
Total Funding
$50M
Key Investors
KPMGBessemer Venture Partners8VC
2025-10-23Corporate Round
2024-03-26Series B· $30M
2022-03-02Series A· $17M

Leadership Team

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Jin Chang
CEO, Co-Founder
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Chris Szymansky
Co-Founder / CTO
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Company data provided by crunchbase