Forward Deployed Accountant
Deploys AI agents to automate accounting workflows for corporate customers, conducts training and workshops, troubleshoots configurations, and drives adoption. Requires 2-4 years accounting experience, familiarity with finance tech, APIs, and ERP systems.
About the job
What You'll Do
- Build and deploy AI Agents that automate low to medium-complexity accounting workflows for corporate accounting teams, ensuring accurate configuration, testing, and documentation.
- Enable corporate accounting teams to build and deploy AI Agents by delivering structured training, hands-on workshops, guided build sessions, and office hours, while supporting customers in identifying automation opportunities, assessing use case feasibility, and use case scoping.
- Accelerate 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.
- Support product improvement by sharing customer feedback and observations, participating in feature testing, and identifying usability gaps or enhancement opportunities.
- Guide partner-led implementations by working closely with partner consultants, ensuring adherence to internal delivery guidelines, and delivering training to develop partner proficiency.
- Travel as needed (up to 30%) to customer sites for hands-on deployment, training, and adoption workshops.
- Lead internal enablement sessions by training team members on Transform’s Agent-building tools, sharing technical best practices, and equipping them to confidently support customers in building and deploying AI Agents.
What You'll Bring
- 2–4 years of experience in accounting, audit, or accounting 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 is strongly preferred.
- Familiarity with workflow automation, system optimization, or technology-enabled accounting processes.
- Familiarity with data-flow, API, and integration concepts commonly used in accounting system.
- 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.
Nice to Haves
- 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
Skills
AI Agents, Workflow Automation, NetSuite, Intacct, Microsoft Dynamics, SQL, APIs, Rpa, Uipath, ERP Systems
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