Advisory SME, AI Agents

at Fieldguide — Vertical AI for Audit & Advisory Firms

San Francisco, CA, US / Remote (US)Full-time3+ years$170K - $195KYC-S20

What the role involves

About Us

Fieldguide is establishing a new state of trust for global commerce and capital markets through automating and streamlining the work of assurance and audit practitioners specifically within cybersecurity, privacy, and financial audit. Put simply, we build software for the people who enable trust between businesses.

We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Growth Equity at Goldman Sachs Alternatives, Bessemer Venture Partners, 8VC, Floodgate, Y Combinator, DNX Ventures, Global Founders Capital, Justin Kan, Elad Gil, and more.

We value diversity — in backgrounds and in experiences. We need people from all backgrounds and walks of life to help build the future of audit and advisory. Fieldguide’s team is inclusive, driven, humble and supportive. We are deliberate and self-reflective about the kind of team and culture that we are building, seeking teammates that are not only strong in their own aptitudes but care deeply about supporting each other's growth.

As an early stage start-up employee, you’ll have the opportunity to build out the future of business trust. We make audit practitioners’ lives easier by bringing together up to 50% of their work and giving them better work-life balance. If you share our values and enthusiasm for building a great culture and product, you will find a home at Fieldguide.

About the Role

Audit and assurance are entering a new era.

Advances in AI are transforming how firms prepare for engagements, evaluate evidence, and deliver assurance. Many of the workflows that have defined the profession for decades are being rebuilt from the ground up.

At Fieldguide, we’re building the AI-native platform that powers modern audit and advisory firms. Our platform combines workflow, collaboration, and AI agents to help firms operate more efficiently while maintaining the rigor and quality the profession requires.

As Advisory SME, AI Agents, you’ll join a small, specialized team working at the intersection of risk advisory expertise, product development, and AI. While you won’t be performing engagements for clients in this role, you will work closely with risk advisory professionals and Fieldguide’s engineering team to design and build the next generation of advisory workflows.

This role is ideal for someone who understands how risk advisory engagements work today but is excited to rethink how they should work in an AI-driven future.

📍 Location: San Francisco (in-person)

What You’ll Do

Help design the AI-powered workflows that will define the future of risk advisory and assurance.

Partner closely with engineering, product, and design teams to translate real-world risk advisory processes into scalable product capabilities.

Work directly with advisory firms using Fieldguide to understand their workflows, pain points, and opportunities for automation.

Identify edge cases, controls, and quality requirements to ensure the product meets the standards required for professional services workflows.

Collaborate with our ML team to develop AI agent capabilities that assist with tasks such as evidence collection, control testing, and report generation.

Help rethink long-standing risk advisory processes and shape how AI can augment professional judgment.

Who You Are

Bachelor’s degree in Accounting, Management Information Systems, Computer Science, or a related field.

CPA, CISA, CISSP, or equivalent professional certification.

4-10 years of experience in risk advisory at a leading public accounting or advisory firm.

Experience at the Manager level or above is strongly preferred.

Experience conducting SOC 2 examinations, cybersecurity risk assessments, or related risk advisory engagements end-to-end.

Strong understanding of common security and privacy frameworks, including SOC 2, ISO 27001, NIST CSF, CCPA, and GDPR.

Experience scoping engagements, testing controls, evaluating evidence, and drafting

About Fieldguide

‍Fieldguide is a vertical AI platform for modern assurance and advisory firms that digitizes the end-to-end engagement workflow on a single platform. Built by former Big Four practitioners and experienced technology leaders, Fieldguide is trusted by top CPA firms to improve margins, win new business, and build stronger client relationships. We’re based in San Francisco, CA, but built as a remote-first company that enables you to do your best work from anywhere. We're backed by top investors including Goldman Sachs, Bessemer Venture Partners, 8VC, Y Combinator, Floodgate, Elad Gil, Justin Kan, Qasar Younis, Eric Ries, and more.

Full Fieldguide profile

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