Senior Professional Services Consultant - Accounting and Reporting at CaptivateIQ

Raleigh, North Carolina, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Enterprise SoftwareIndustries

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

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

Skills

Key technologies and capabilities for this role

AccountingFinancial ReportingASC 340ASC 606IFRS 15Data AnalysisReconciliationSystem Implementation

Questions & Answers

Common questions about this position

What are the location and work arrangement options for this role?

The role offers hybrid work (in-office 3 days per week) in Austin, TX, or fully remote options in Raleigh, NC, Nashville, TN, or Toronto, Canada. The selected candidate must reside near one of these locations.

What experience and qualifications are required for this position?

Candidates need 3–5 years of experience in financial modeling, reporting, or compensation accounting, ideally in SaaS, finance, or systems environments. A CPA with strong understanding of core accounting principles and ASC 606, plus advanced proficiency in Excel or Google Sheets, is required.

What is the salary or compensation for this role?

This information is not specified in the job description.

What is the company culture like at CaptivateIQ?

CaptivateIQ features a talented, fast-growing team committed to solving complex problems in sales performance management, with a collaborative environment emphasizing cross-functional work.

What makes a strong candidate for this Professional Services Consultant role?

Strong candidates will have exceptional attention to detail, a sense of ownership, proven ability to thrive in fast-paced environments, and strong communication skills for cross-functional collaboration.

CaptivateIQ

Sales commission automation and tracking platform

About CaptivateIQ

CaptivateIQ provides a sales commission solution that automates and simplifies the commission calculation process for sales teams. The platform integrates various data sources, allowing for real-time commission calculations and reducing the need for manual data entry. Its interface is designed to be user-friendly, resembling tools like Excel or Google Sheets, which makes it accessible to users without coding skills. What sets CaptivateIQ apart from its competitors is its ability to offer customizable reports and commission plans, ensuring that all team members are aligned and motivated. The goal of CaptivateIQ is to help sales-driven organizations optimize their incentive structures and enhance operational efficiency.

San Francisco, CaliforniaHeadquarters

2017Year Founded

$154.7MTotal Funding

SERIES_CCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Paid Vacation

401(k) Company Match

Flexible Work Hours

Home Office Stipend

Professional Development Budget

Risks

Emerging fintech startups pose a competitive threat to CaptivateIQ's market share.

Continuous innovation in AI and machine learning may strain CaptivateIQ's resources.

Integration challenges with new features like SmartGrid could disrupt existing client systems.

Differentiation

CaptivateIQ offers a no-code platform for commission management, accessible to non-technical users.

The company provides real-time commission calculations, enhancing speed and accuracy for enterprises.

CaptivateIQ's customizable reports and plans align with personalized employee incentive structures.

Upsides

The rise of no-code platforms supports CaptivateIQ's user-friendly commission management approach.

CaptivateIQ's cloud-based platform benefits from the trend towards remote work solutions.

The subscription-based model offers predictable revenue streams, aligning with industry trends.

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