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.

Visa sponsorship is NOT available at this time.

Responsibilities

• Architect, deploy, and operationalize AI Agents that automate complex accounting processes to 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 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, and deliver targeted adoption programs.
• Provide actionable insights to Product teams, participate in early feature evaluation, and contribute to strategic initiatives.
• Oversee implementation partners to ensure consistency, accuracy, and compliance with methodology across enterprise projects.
• Travel up to 60% for onsite 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 integration, data pipeline, and automation workflow issues.
• Skilled in leading working sessions with Controllers, Accounting Managers, or Revenue Operations teams.
• Ability to synthesize complex problems into actionable solutions for 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 pay range: $132,000 - $198,000.
• Eligible for a commission plan in addition to base salary.
• Comprehensive benefits package including Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation.
• Compensation and benefits offerings may be amended or revised at the organization's discretion.

Location

• Remote work option available.
• Up to 60% travel required for customer site visits and workshops.

Applicants must meet the qualifications and successfully complete the interview process to be considered for compensation within the stated range.