Associate Forward Deployed Accountant at FloQast in New York, NY

Summary: FloQast is the leading Accounting Transformation Platform in accounting workflow automation created by actual former accountants for accountants. The Associate Forward Deployed Accountant will lead the deployment of FloQast’s Transform AI Agents for corporate customers, helping them automate core accounting workflows and improve operational efficiency. Responsibilities: - Build and deploy AI Agents that automate low-complexity accounting workflows for corporate accounting teams, ensuring proper configuration, testing, and documentation - Enable corporate accounting teams to build and deploy AI Agents by facilitating training programs, hands-on workshops, guided build sessions, and office hours that support users as they learn to automate their financial workflows - Support adoption across corporate accounting teams by leading enablement sessions and ongoing coaching that help users build confidence in designing, deploying, and maintaining their own AI Agents - Perform basic troubleshooting by reviewing Agent configurations, validating inputs and outputs, and coordinating escalation with technical or integration resources as needed - Assist product improvement efforts by documenting customer feedback and observations gathered during training sessions and submitting them through established feedback channels - Assist with partner-led implementations by working closely with partner consultants and ensuring adherence to internal delivery guidelines - Travel as needed (up to 20%) to customer sites for hands-on deployment, training, and adoption workshops Required Qualifications: - 1 - 3 years of experience in accounting advisory, consulting or operations roles, with strong familiarity with core workflows such as reconciliations, journal entries, variance reviews, and month-end close activities - Background in accounting required, CPA preferred. Experience in public accounting, audit, or corporate accounting strongly preferred - Familiarity with workflow automation, system optimization, or technology-enabled accounting processes - Strong communication skills to lead training sessions, workshops, and guided build sessions with corporate accounting teams - Ability to break down complex accounting processes and convert them 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 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 - 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/operational requirements into scalable technical workflows - Background in SaaS platforms focused on finance transformation, compliance, or accounting automation Required Skills: Accounting experience, Workflow automation, Training facilitation Important Skills: CPA certification, ERP systems, AI platforms Nice-to-Have Skills: Business acumen Benefits: Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, Unlimited Vacation