Senior Professional Services Consultant - Accounting and Reporting

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance. Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management.

About the Role

CaptivateIQ’s Professional Services team builds the solutions that connect incentive compensation data to customers’ accounting systems. We’re looking for a Professional Services Consultant, Accounting & Reporting to support the design, build, and delivery of compliant, audit-ready financial reporting models for our enterprise clients. This is a hands-on role where you’ll apply your accounting knowledge and analytical skills to real-world system implementations. You’ll work closely with senior architects to ensure every customer’s reporting layer meets both business needs and compliance standards like ASC 340, ASC 606, and IFRS 15. Job Location The candidate selected for this opportunity must reside near one of the following locations: Hybrid (in-office 3 days per week) - Austin, TX Remote - Raleigh, NC - Nashville, TN - Toronto, Canada Responsibilities

• Configure, test, and validate financial reporting outputs across customer implementations.
• Translate accounting and compliance requirements into accurate, maintainable reporting logic
• Support senior consultants and architects in designing scalable, audit-ready models.
• Perform data analysis and reconciliation to ensure financial accuracy and integrity.
• Partner with customer Finance and Accounting teams to confirm outputs align with compliance expectations.
• Document reporting logic, testing results, and key assumptions for audit support and internal QA.
• Contribute to internal best practices, templates, and enablement documentation.

Requirements

• 3–5 years of experience in financial modeling, reporting, or compensation accounting, ideally within a SaaS, finance, or systems environment.
• CPA and strong understanding of core accounting principles with working knowledge of ASC 606 and its application to sales compensation or revenue recognition.
• Advanced proficiency in Excel or Google Sheets for data analysis, validation, and report building.
• Exceptional attention to detail and accuracy, with a strong sense of ownership and accountability.
• Proven ability to work effectively in a fast-paced, deadline-driven environment while managing multiple priorities.
• Strong written and verbal communication skills, with a collaborative mindset and ability to work cross-functionally with both technical and non-technical teams.

Nice to Have

• MBA, or equivalent accounting/finance education.
• Experience with ICM/SPM platforms (CaptivateIQ, Xactly, Varicent, SAP Commissions, Anaplan).
• Familiarity with Salesforce, NetSuite, Zuora, or other financial systems.
• Exposure to SQL or scripting for data validation and analysis.
• Consulting or SaaS implementation experience.

Benefits

• Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all FTEs, with roughly 75% coverage for dependents.
• Flexible Time Off: Flexible vacation days plus quarterly mental health days to ensure you have the space to recharge.
• Annual Stipends: Dedicated funds for your professional development and caretaking needs.
• Work Anniversary Bonuses: Annual bonuses to celebrate your milestones and contributions to the CaptivateIQ team that grow as your tenure does.
• Retirement Savings (US-Only): A 401(k) plan to help you invest in and secure your future.
• Premium Tools: The latest Apple hardware to empower you to do your best work.
• Inclusive Community: Active Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI goals by fostering an environment where diverse talent thrives. Notice for Prospective Candidates
• Only emails from @captivateiq.com should be trusted.
• We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:
• Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
• Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
• Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
• Ask candidates to make a payment in order to be considered for a position.
• Make early requests for candidates' personal in

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