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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 Responsibility:
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
What we offer:
(US-ONLY) 100% of medical, dental, and vision covered including 75% for dependents
Flexible vacation days and quarterly mental health days so you can recharge
Enjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)
Annual stipends for professional development and caretaking
(US-ONLY) 401k plan to participate in and save towards the future
Newest Apple products to help you do your best work
Employee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talent
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