Apply on Employer Site

CaptivateIQ · 1 month ago

Senior Professional Services Consultant - Accounting and Reporting

United States

Full-time

Remote

Mid, Senior Level

$115K/yr - $142K/yr

3+ years exp

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. The role of Professional Services Consultant, Accounting & Reporting involves designing, building, and delivering compliant financial reporting models for enterprise clients, utilizing accounting knowledge and analytical skills.

Data IntegrationManagement Information SystemsSaaSSalesSoftware

Growth Opportunities

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

Qualification

CPAFinancial modelingASC 606 knowledgeAdvanced ExcelData analysisSaaS experienceConsulting experienceSQL exposureAttention to detailCommunication skillsCollaborative mindset

Required

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

Preferred

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

(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