Forward Deployed Accountant

Overview

This role involves working as a Forward Deployed Accountant (FDA) focused on driving adoption, expansion, and technical success for an AI-powered accounting transformation product line. The position requires direct engagement with enterprise customers and select corporate accounts to deploy AI Agents, resolve technical challenges, and ensure measurable ROI through automation.

This is a customer-facing role suited for individuals who excel at the intersection of technology, consulting, and customer success. The role includes defining scalable processes for product adoption across enterprise customers.

Note: Visa sponsorship is not available for this position.

Responsibilities

• Build and deploy AI Agents that automate low to medium-complexity accounting workflows, ensuring accurate configuration, testing, and documentation.
• Deliver structured training, hands-on workshops, guided build sessions, and office hours to enable corporate accounting teams to build and deploy AI Agents.
• Support customers in identifying automation opportunities, assessing use case feasibility, and scoping use cases.
• Lead enablement sessions and ongoing coaching to accelerate adoption and build user confidence in designing, deploying, and maintaining AI Agents.
• Perform basic troubleshooting by reviewing Agent configurations, validating inputs and outputs, and coordinating escalation with technical or integration resources as needed.
• Provide customer feedback to support product improvement, participate in feature testing, and identify usability gaps or enhancement opportunities.
• Collaborate with partner consultants to guide partner-led implementations, ensuring adherence to delivery guidelines and delivering training to develop partner proficiency.
• Travel up to 30% to customer sites for hands-on deployment, training, and adoption workshops.
• Lead internal enablement sessions by training team members on Agent-building tools, sharing technical best practices, and equipping them to support customers effectively.

Requirements

• 2–4+ years of experience in accounting, audit, or accounting operations roles.
• Strong familiarity with core accounting workflows such as reconciliations, journal entries, variance reviews, and month-end close activities.
• Background in accounting is required; CPA preferred.
• Experience in public accounting, audit, or corporate accounting is strongly preferred.
• Familiarity with workflow automation, system optimization, or technology-enabled accounting processes.
• Understanding of data-flow, API, and integration concepts commonly used in accounting systems.
• Strong communication skills to lead training sessions, workshops, and guided build sessions.
• Ability to break down complex accounting processes 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 Qualifications

• CPA certification 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 such as NetSuite, Intacct, or Microsoft Dynamics and accounting close processes.
• Familiarity with AI or automation platforms including 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 and operational requirements into scalable technical workflows.
• Background in SaaS platforms focused on finance transformation, compliance, or accounting automation.

Compensation & Benefits

• Base pay range: $89,600 to $134,400.
• Eligible for a commission plan in addition to base pay.
• Comprehensive benefits package including Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation.
• Compensation is contingent upon meeting qualifications and successful completion of the interview process.
• Pay range and benefits offerings are subject to change at the organization's discretion.

Location

• Remote work option available.

Additional Information

• The organization is committed to fair and unbiased recruitment practices, providing equal employment opportunities regardless of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other protected classification.
• Artificial intelligence tools may be used to support parts of the hiring process, but final hiring decisions are made by humans.