Senior Forward Deployed Accountant

Overview

This Senior Forward Deployed Accountant (FDA) role drives adoption, expansion, and technical success for an AI-driven accounting transformation product line. You will work directly with enterprise customers—and occasionally select corporate accounts—to deploy AI Agents, resolve complex technical challenges, and help customers realize measurable ROI through automation.

Visa sponsorship is NOT available at this time.

Responsibilities

• 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 accounting stakeholders; guide teams through workflow redesign, change management, and value realization to scale AI Agent adoption.
• 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, including reviewing and optimizing SQL-based validations, API-driven workflows, and integration configurations.
• Collaborate 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.
• Influence product direction by delivering actionable insights to Product, participating in early feature evaluation, and collaborating on strategic initiatives that advance the product roadmap.
• Provide leadership, oversight, and quality assurance for implementation partners to ensure consistency, accuracy, and compliance with the organization’s methodology across complex enterprise projects.
• Travel as needed (up to 60%) to customer sites for hands-on deployment, training, and adoption workshops.

Requirements

• 8+ years of experience in accounting, auditing, controllership, or finance consulting, including experience in Accounting Manager or Controller roles, with 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.
• Ability 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.

Preferred Qualifications

• 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 translating accounting/operational requirements into scalable technical workflows.
• Background in SaaS platforms focused on finance transformation, compliance, or accounting automation.

Compensation & Benefits

• Base pay range: $150,000–$190,000.
• Eligible for a commission plan in addition to base pay.
• Compensation is not limited to base salary.
• Benefits package includes, but is not limited to:
  • Medical, Dental, Vision
  • Family Forming benefits
  • Life & Disability Insurance
  • Unlimited Vacation

Location

• #BI-remote

Equal Employment Opportunity

The employer is committed to operating fair and unbiased recruitment procedures, providing equal opportunity for employment regardless of protected characteristics under applicable law.