Role Description The Onboarding Senior Accountant will be primarily responsible for onboarding new clients and performing a significant amount of accounting “clean up” under tight deadlines. This role emphasizes financial accuracy, compliance, meeting multiple client deadlines, and teamwork for efficient operations. Chazin takes pride in its commitment to excellence, which is reflected in proactive client communication and exceptional customer service. - Assist in onboarding new clients ensuring that their financial transactions have been properly recorded. - Comprehensive accounting services, including accounts receivable, accounts payable, and general ledger management. - Prepare month-end close workbooks for multiple clients including balance sheet reconciliations culminating in the issuance of monthly financial statements. - Tracking and reporting of restricted funds in order to prepare a net asset roll forward. - Assistance with grant management and reporting. - Audit management (including single audits): preparation of schedules, support during audit, coordination of all final schedules. - Assistance with 990 preparation and other local, state, and federal filings. - Specialized reporting to support client decision-making. - Organization and maintenance of client files including prior year audit and tax records. - Work under the guidance of the controller, to assist with analysis, cash flow, and budget preparation. Qualifications - A Bachelor's Degree in Accounting. - A minimum of five years general accounting experience. - Multiple client or multiple entity experience preferred. - CPA licensure preferred. - Extensive knowledge of generally accepted accounting principles (GAAP). - Extensive experience with data management, record keeping, and web-based applications. - Advanced knowledge of Microsoft Office, Excel, QuickBooks Online, and NetSuite preferred. - Excellent organizational, problem-solving, project management, and communication skills. - Experience in audit preparation. - Ability to function well in a team-oriented virtual environment. - The desire and ability to become proficient with SAGE Intacct and other third-party applications. - The ability to work from home professionally and independently. - Nonprofit accounting experience preferred. Requirements - The salary range for this position is $75,000 - $88,000 per year, depending on qualifications and experience. Benefits - 100% remote work environment. - Flexible work schedule. - Attractive benefits program. - Competitive compensation. - Work-life balance. - People-focused culture. - 100% reimbursement of CPA licensing fees. - 50% reimbursement of an AICPA membership. - Flexible schedules. - Annual company paid retreat. - Medical, Dental, Vision. - Life, STD & LTD. - HSA/FSA. - 401(k) with company match & 100% vesting schedule after 1st year. - 15 days PTO. - 10 Holidays, including 1 Flex Day. - Employee Reward & Recognition Program. - Supplemental Health insurance policies. - Legal plan. - Pet Assure.

• Active involvement in the monthly close process, owning the preparation of journal entries, account reconciliations, and workpapers. • Focus areas include, but are not limited to, Revenue, Accounts Receivable, Customer on Account, and Security Deposits. • Identify opportunities to automate, streamline, and improve the accuracy and timeliness of monthly close; use ERP system effectively, with a keen eye on improving processes. • Conduct fluctuation and variance analysis and provide insightful explanations to help facilitate accurate monthly financial results. • Work closely with cross-functional teams to ensure the completeness and accuracy of data used for accounting purposes. • Assist with annual audits and tax compliance data preparation. • Document internal controls and current processes to ensure repeatability. • Actively participate in process improvement efforts and drive automation and utilization of AI for routine processes within the Accounting Team. • Perform strategic initiatives and projects to support the growth and scalability of the company and assist with other accounting initiatives and ad hoc projects as needed.

• Applies principles of accounting to analyze financial information and prepare financial reports • Maintains or oversees the control of accounts and records in areas such as disbursements, expenses, tax payments, and income • Compiles and analyzes financial information to record transactions, prepare reports, and review and verify accuracy • Prepares balance sheet and profit and loss statements, consolidated financial statements, and other accounting schedules and reports • May design, modify, install, and/or maintain accounting systems to ensure an adequate recognition of financial transactions • Analyzes complicated financial and non-financial data and provides insight on current trends, fluctuations, and variances • Prepares income statement and balance sheet forecasts • Prepares financial slides for Board of Manager's presentation • Provides quarterly revenue and earnings variance analysis • Establishes and analyzes cost pools, allocations, and variances • Creates requirement documents to assist with development of IT applications for accounting processes • Prepares package for annual plan • Prepares month-end and quarter-end journal entries and other reconciliations • Performs month-end and year-end closing process • Acts as a point of contact for audits • Prepares lease vs buy analyses • Generates, analyzes and distributes monthly financial statements • Responds to data and audit requests through analysis and reporting of data • Establishes and maintains effective working relationships with representatives throughout the organization • Extracts, uploads, and integrates data from multiple systems • Develops internal project plans and schedules • Contributes to the development or revision of accounting policies and practices • Generates required financial reports including balance sheets, profit and loss statements, consolidated financial statements, disclosures, accounting schedules, filings, and regulatory reports • Other duties as assigned

As a Forward Deployed Accountant (FDA), you’ll lead the deployment of FloQast’s Transform AI Agents for corporate customers, helping them automate core accounting workflows and improve operational efficiency. You’ll work directly with customers to understand their processes, configure automation solutions, and deliver tangible outcomes. This is a customer-facing role for accounting professionals who are eager to apply their domain knowledge in a technical setting and grow their skills at the intersection of finance and AI-powered automation. *Visa sponsorship is NOT available at this time This is a remote position, but candidates MUST be based in the Bay Area. 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 The base pay range for this position is $89,600 - $134,000. This position is eligible for a bonus plan in addition to base pay. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, Unlimited Vacation and participation in our Employee Stock Program. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role. #LI-LB1 #LI-Hybrid1 About FloQast: FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale. Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day: Unwaveringly Authentic Ambitious with Integrity Empowered to Grow Committed to Collaboration Customer Obsessed in All Ways FloQast is regularly rated as a Best Place to Work! - Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021 - Best Places to Work by LA Business Journal since 2017 (that’s 9 years!) - Built In’s ​​Best Place to Work in Los Angeles 7 years in a row! Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd. If this aligns closely with what you are looking for, hit “Apply” and come join our growing team! FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees. Link to FloQast Recruiting AI Usage Policy