Senior Forward Deployed Accountant

Overview

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

This is a customer-facing role that combines technology implementation, consulting, and customer success. The individual will help define the approach to scaling adoption of AI-driven accounting automation across enterprise clients.

Note: Visa sponsorship is not available for this position.

Responsibilities

• Architect, deploy, and operationalize AI Agents to automate complex accounting processes, streamline operations, strengthen internal controls, and accelerate financial workflows.
• Lead transformation engagements with enterprise accounting teams to diagnose bottlenecks, evaluate processes, and identify automation opportunities.
• Engage with CFOs, Controllers, and other accounting stakeholders to drive adoption, guide workflow redesign, manage change, and realize value from AI Agent deployment.
• Perform deep technical troubleshooting including reviewing/editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues.
• Act as the functional and technical escalation point for complex issues involving integrations, data flows, and automation logic.
• Collaborate with Customer Success and Account Management to identify low-adoption or at-risk accounts, design recovery plans, re-engage stakeholders, and deliver targeted adoption programs.
• Provide actionable insights to Product teams, participate in early feature evaluations, and contribute to strategic initiatives advancing the product roadmap.
• Oversee implementation partners to ensure consistency, accuracy, and compliance with deployment methodology.
• Travel up to 60% to customer sites for hands-on deployment, training, and adoption workshops.
• Serve as a trusted advisor and ambassador for the product line, educating customers and internal teams on AI-enabled accounting transformation and best practices.

Requirements

• 8+ years of experience in accounting, auditing, controllership, or finance consulting, including roles such as Accounting Manager or Controller.
• Background in accounting or finance required; CPA preferred or equivalent experience in public accounting, audit, or corporate accounting leadership.
• Proven ability to evaluate, design, and deploy workflow or process automation within accounting or finance environments.
• Strong technical foundation with 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 Revenue Operations teams.
• Strong problem-solving skills with the ability to communicate solutions to both technical and non-technical audiences.
• Highly collaborative with cross-functional teams including Product, Engineering, Sales, and Customer Success.
• Willingness and ability to travel for customer engagements and onsite workshops.

Preferred Qualifications

• CPA certification or degree in Accounting or Finance.
• Experience in Professional Services, Finance Transformation, or Process Optimization, especially serving accounting or audit functions.
• Familiarity with ERP systems such as NetSuite, Intacct, or Microsoft Dynamics and accounting close processes.
• Experience with AI or automation platforms including LLM-based agents, RPA tools (e.g., UiPath), or AI workflow builders.
• Hands-on scripting experience in 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 and operational requirements into scalable technical workflows.
• Background in SaaS platforms focused on finance transformation, compliance, or accounting automation.

Compensation & Benefits

• Base salary range: $132,000 - $198,000.
• 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 and benefits offerings are subject to change at the employer's discretion.

Location

• Remote work option available.

Note: Applicants must meet the qualifications and successfully complete the interview process to be considered for compensation within the stated range. Travel up to 60% is required for customer site visits and workshops.