Professional Services Architect - Accounting and Reporting

CaptivateIQ; United States; On-site; USD 115,000 - 184,000; Full time

Benefits offered by this job

Comprehensive Healthcare

Flexible Time Off

Annual stipends

Work Anniversary Bonuses

401(k) plan

Apple hardware

ERGs

Job summary

CaptivateIQ is seeking a Professional Services Architect, Accounting & Reporting, to design scalable financial reporting solutions for complex sales-compensation environments. You will bridge accounting logic with data models and dashboards, ensuring audit readiness and accurate outcomes.

Ideal candidates bring 7+ years in financial modeling or reporting, strong Excel skills, and experience with ASC 606, IFRS 15, and ERP/data models.

Qualifications

• 7+ years of experience in financial modeling, data integrity, or reporting within sales compensation, ERP, or financial-systems environments.

Responsibilities

• 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

Skills

Financial modeling

Data integrity

Reporting

Advanced Excel

SQL scripting

Consulting experience

Analytical mindset

Education

Accounting/Finance degree

MBA

CPA

Tools

Salesforce

NetSuite

Zuora

SAP Commissions

Anaplan

SQL/Python

Job description

CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We started by revolutionizing incentive compensation management, and now we're expanding our platform to solve broader sales planning challenges. Recognized by industry analysts like Forrester and G2 and backed by top-tier investors, including Sequoia, ICONIQ, Accel, and Sapphire Ventures, we empower high-growth companies like Netflix, Figma, and Stripe with the flexibility and insights needed to drive revenue performance.

Join a talented, fast-growing team committed to solving some of the most complex and impactful problems in sales performance management.

About The Role

CaptivateIQ’s Professional Services team is growing our Accounting & Reporting practice—the group that designs the financial reporting layer connecting incentive compensation data to our customers’ accounting systems.

We’re looking for a Professional Services Architect, Accounting & Reporting—a senior individual contributor who blends deep accounting fluency with system implementation expertise. You’ll turn complex compliance requirements under ASC 340, ASC 606, and IFRS 15 into scalable, automated financial reporting solutions that stand up to audit and deliver real business insight.

This role is ideal for someone who loves bridging accounting logic with technical design—an architect who understands how journal entries, data models, and dashboards all fit together.

Responsibilities

• 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

Nice to Have

• Experience with CaptivateIQ, Xactly, Varicent, SAP Commissions, or Anaplan
• Familiarity with Salesforce, NetSuite, Zuora, or other ERP/CRM systems
• Exposure to SQL/Python for financial data analysis or automation
• Background in FP&A, revenue operations, or audit/compliance

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

CaptivateIQ participates in E-Verify, web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The compensation offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. The base salary range for this role is $115,000 - $184,000. Compensation for candidates hired in Canada will be provided in Canadian dollars and may differ from the ranges listed above due to currency conversion. Our base salary is just one component of CaptivateIQ's competitive total rewards package, which also includes equity, comprehensive health benefits, and other perks and benefits.