Professional Services Architect - Accounting and Reporting

2 months, 2 weeks ago
Full-time
Senior
Customer and Technical Support
CaptivateIQ

CaptivateIQ

CaptivateIQ is the agile commission solution that simplifies sales expenses and drives business growth with automated data management and real-time earnings visibility.

Internet Software & Services
251-1K
Founded 2017
$165M raised

Description

  • Design and architect financial reporting and compliance solutions for complex sales-compensation environments.
  • Own end-to-end reporting model quality and performance across customer implementations.
  • Serve as the senior accounting escalation point for compliant design decisions and complex reporting issues.
  • Develop and maintain best-practice frameworks for commission capitalization and amortization under ASC 340, ASC 606, and IFRS 15.
  • Translate customer requirements into repeatable reporting configurations and dashboards.
  • Partner with Engineering, Product, and Customer Success to shape data-output standards and compliance-ready product enhancements.
  • Create templates, documentation, and mentorship that improve delivery quality and team capability.

Requirements

  • 7+ years of experience in financial modeling, data integrity, or reporting in sales compensation, ERP, or financial systems environments.
  • Accounting or finance background, such as a degree, MBA, CPA, or equivalent applied experience.
  • Strong understanding of ASC 606 and related accounting standards.
  • CPA or formal accounting background, educational or professional.
  • Experience implementing or designing financial reporting systems or compensation-related data models.
  • Advanced Excel or Google Sheets skills for complex, large-dataset modeling.
  • SQL or scripting familiarity preferred.
  • Customer-facing consulting or implementation experience across discovery, design, and delivery phases.
  • Ability to work independently in a fast-paced, client-facing environment.
  • Experience with CaptivateIQ, Xactly, Varicent, SAP Commissions, or Anaplan is nice to have.
  • Familiarity with Salesforce, NetSuite, Zuora, or other ERP/CRM systems is nice to have.
  • Exposure to SQL or Python for financial data analysis or automation is nice to have.
  • Background in FP&A, revenue operations, or audit/compliance is nice to have.

Benefits

  • 100% medical, dental, and vision coverage for all full-time employees, with about 75% coverage for dependents.
  • Flexible vacation days plus quarterly mental health days.
  • Annual stipends for professional development and caretaking needs.
  • Annual work anniversary bonuses that increase with tenure.
  • 401(k) retirement savings plan for US employees.
  • Latest Apple hardware provided for work.
  • Active employee resource groups that support inclusion and community.

Interested in this position?

Apply directly on the company website

Apply Now

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