Professional Services Architect – Accounting and Reporting

🔥 1 hour ago

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CaptivateIQ

201 - 500 employees

Founded 2017

💸 Finance

🏢 Enterprise

💰 $100M Series C on 2022-01

Finance • Software as a Service (SaaS) • Enterprise

CaptivateIQ is a modern sales commission solution that helps businesses to significantly improve revenue performance. By automating and simplifying the entire commission process, it allows sales teams to focus on selling rather than administrative tasks. The platform offers tools for real-time visibility and analytics, which motivate sales representatives and offer insights to sales leaders. CaptivateIQ's solution is flexible, transparent, and designed to scale with growing businesses, offering features like AI-powered intelligence and SmartGrid™ technology. Notably, it caters to various industries such as financial services, manufacturing, media and entertainment, among others, providing a strategic advantage in managing and optimizing sales performance management initiatives.

📋 Description

• Design and architect financial reporting and compliance solutions for complex sales-compensation environments, ensuring data accuracy, audit readiness, and adherence to ASC 606. • Own end-to-end reporting model quality and performance, maintaining long-term hygiene and data integrity across customer implementations. • Serve as the senior accounting escalation point, guiding consultants on compliant design decisions and resolving complex reporting challenges. • Develop and maintain best-practice frameworks for commission capitalization and amortization under ASC 340, ASC 606, and IFRS 15. • Translate unique customer requirements into repeatable, efficient reporting configurations and dashboards. • Partner cross-functionally with Engineering, Product, and Customer Success to influence data-output standards and compliance-ready product enhancements. • Elevate the team by contributing templates, documentation, and mentorship that raise the overall bar for delivery excellence.

🎯 Requirements

• 7+ years of experience in financial modeling, data integrity, or reporting within sales compensation, ERP, or financial-systems environments. • Accounting or finance background—degree, MBA, CPA, or equivalent applied experience—with a solid grasp of ASC 606 and related standards. • CPA or formal accounting background, educational or professional. • Proven experience implementing or designing financial reporting systems or compensation-related data models. • Advanced Excel or Sheets skills for complex, large-dataset modeling; SQL or scripting familiarity preferred. • Demonstrated customer-facing consulting or implementation experience across discovery, design, and delivery phases. • Highly analytical, detail-oriented, and comfortable operating independently in a fast-paced, client-facing environment.

🏖️ 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.

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