Senior 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 to deploy AI Agents, resolve complex technical challenges, and ensure measurable ROI through automation.

This is a remote position; however, candidates must be based in the Bay Area. Visa sponsorship is not available.

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 financial processes, and identify automation opportunities.
• Engage with CFOs, Controllers, and other accounting stakeholders to drive adoption and expansion, guiding workflow redesign, change management, and value realization.
• Perform deep technical troubleshooting including reviewing and editing Python scripts, writing SQL queries for integrations, and diagnosing configuration issues.
• Serve as the functional and technical escalation point for complex issues involving integrations, data flows, and automation logic.
• Collaborate with Customer Success and Account Management teams 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 advancing the product roadmap.
• Oversee implementation partners to ensure consistency, accuracy, and compliance with methodology across complex projects.
• Travel up to 60% to customer sites for deployment, training, and adoption workshops.
• Act as a trusted advisor and ambassador for the product line, educating customers and internal teams on AI-enabled accounting transformation and best practices.

Requirements

• Minimum 6 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 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.
• Eligibility for a bonus 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 position requiring candidates to be based in the Bay Area.
• Visa sponsorship is not available for this role.