Professional Services Architect - Accounting and Reporting

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. 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

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.

Additional Information

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.

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