Forward Deployed Engineer

Summary
The Senior Claude & Workiva Integration Consultant (Forward Deployed Engineer) serves as the technical bridge between AI platform capabilities and client operational environments. This hands-on, client-facing role is responsible for designing, configuring, integrating, and optimizing AI-powered solutions across enterprise workflows.The role works directly with client technical and business teams and serves as a Subject Matter Expert for the Anthropic Claude ecosystem and Workiva platform, with a focus on financial reporting, SOX 404 compliance, ICFR documentation, and external audit workflows.The ideal candidate brings hands-on experience implementing Claude and Workiva solutions in enterprise environments and can integrate both platforms to improve automation, accuracy, governance, and efficiency across financial reporting and compliance processes.
Required Experience
3+ years of experience in technology implementation, solutions engineering, systems integration, IT consulting, or a similar technical role.Minimum 2 years of hands-on experience with Anthropic Claude solutions.Minimum 2 years of hands-on Workiva implementation experience supporting SEC reporting and SOX 404 compliance.Experience working directly with enterprise clients.Bilingual in English and Spanish.Strong technical documentation and client communication skills.
Claude Technical Experience
Hands-on experience with:Claude.ai, including advanced prompt engineering, custom instructions, artifacts, and enterprise workflows.Claude Code, including agentic coding, code generation, automation, and operational workflow integration.Anthropic Claude API.System prompts and context management.Model selection and cost-performance tradeoffs.Multi-turn conversation design and AI agent orchestration.Model Context Protocol (MCP).AI safety, governance, and compliance.LLM concepts including RAG, hallucination mitigation, tokenization, context windows, and model behavior.
Integration & Automation Experience
Experience with:
REST APIs and system integrations.Workflow automation platforms such as n8n, Make, Zapier, or similar.Python or JavaScript/Node.js scripting.OAuth 2.0, API authentication, and SSO.AWS, Azure, or GCP environments.Data integration and governance principles.
Workiva Experience
Hands-on experience with:Workiva Wdesk.10-K and 10-Q reporting processes.SOX 404 and ICFR documentation.Inline XBRL tagging and validation.Workiva data connectors and reporting automation.Audit trails, permissions, and governance controls.
Claude + Workiva Integration Experience
Experience integrating Claude and Workiva is highly preferred, including:AI-assisted drafting and review of financial disclosures.Automated variance commentary generation.SOX evidence collection and audit workflow support.AI governance and audit-ready documentation.Traceable and compliant AI-assisted reporting processes.
Nice to Have
Anthropic Claude Accredited Facilitator (CCAF) certification or similar.Experience with ServiceNow, Jira Service Management, or other ITSM platforms.Experience supporting finance, accounting, audit, or compliance teams.