FloQast · 1 day ago
Associate Forward Deployed Accountant
United States
Full-time
Onsite
Entry Level
$76K/yr - $114K/yr
1+ years expFloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. The Associate Forward Deployed Accountant will lead the deployment of FloQast’s Transform AI Agents for corporate customers, helping them automate core accounting workflows and improve operational efficiency.
AccountingB2BEnterprise SoftwareSaaS
No H1B
Responsibilities
Build and deploy AI Agents that automate low-complexity accounting workflows for corporate accounting teams, ensuring proper configuration, testing, and documentation
Enable corporate accounting teams to build and deploy AI Agents by facilitating training programs, hands-on workshops, guided build sessions, and office hours that support users as they learn to automate their financial workflows
Support 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
Assist product improvement efforts by documenting customer feedback and observations gathered during training sessions and submitting them through established feedback channels
Assist with partner-led implementations by working closely with partner consultants and ensuring adherence to internal delivery guidelines
Travel as needed (up to 20%) to customer sites for hands-on deployment, training, and adoption workshops
Qualification
Required
1 - 3 years of experience in accounting advisory, consulting or 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 strongly preferred
Familiarity with workflow automation, system optimization, or technology-enabled accounting processes
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
Preferred
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
Benefits
Medical
Dental
Vision
Family Forming benefits
Life & Disability Insurance
Unlimited Vacation
Company
FloQast
FloQast is a financial close management software designed to streamline the month-end close process for accounting teams.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$302.85MKey Investors
ICONIQ GrowthMeritech Capital PartnersNorwest
2024-04-10Series E· $100M
2021-07-21Series D· $110M
2020-01-21Series C· $40M
Leadership Team
Mike Whitmire
Co-Founder and CEO
Cullen Zandstra
Co-Founder & CTO
Recent News
2026-01-06
Norwest
2025-12-01
2025-11-19
Company data provided by crunchbase