Professional Services Architect – Accounting and Reporting

This is a fully remote position, open to applicants in North Carolina, +2 more states.

📋 Description

• Design and architect solutions for financial reporting and compliance tailored to intricate sales-compensation frameworks, ensuring data precision, audit readiness, and conformity with ASC 606.

• Take ownership of the quality and performance of the complete reporting model, sustaining long-term hygiene and data integrity across customer implementations.

• Act as the senior accounting point of escalation, advising consultants on compliant design choices and resolving intricate reporting issues.

• Create and uphold best-practice frameworks for commission capitalization and amortization in accordance with ASC 340, ASC 606, and IFRS 15.

• Convert distinct customer needs into efficient and repeatable reporting configurations and dashboards.

• Collaborate cross-functionally with Engineering, Product, and Customer Success to shape data-output standards and compliance-ready enhancements to products.

• Enhance team capabilities by contributing templates, documentation, and mentorship that elevate the standard for delivery excellence.

⛳️ Requirements

• Over 7 years of experience in financial modeling, data integrity, or reporting in sales compensation, ERP, or financial systems contexts.

• Background in accounting or finance—degree, MBA, CPA, or equivalent practical experience—with a strong understanding of ASC 606 and related standards.

• CPA or formal accounting qualification, whether educational or professional.

• Demonstrated experience in implementing or designing financial reporting systems or data models associated with compensation.

• Proficient in advanced Excel or Sheets for complex, large-dataset modeling; familiarity with SQL or scripting is preferred.

• Proven consulting or implementation experience in customer-facing roles through the discovery, design, and delivery phases.

• Highly analytical, detail-oriented, and adept at working independently in a dynamic, client-facing environment.

🏝️ Benefits

• Comprehensive Healthcare: 100% coverage for medical, dental, and vision for all full-time employees, with approximately 75% coverage for dependents.

• Flexible Time Off: Enjoy flexible vacation days along with quarterly mental health days to allow for necessary recharge time.

• Annual Stipends: Allocated funds for your professional development and caregiving needs.

• Work Anniversary Bonuses: Annual bonuses to recognize your milestones and contributions to the CaptivateIQ team, which increase as your tenure grows.

• Retirement Savings (US-Only): A 401(k) plan designed to assist you in investing in and securing your future.

• Premium Tools: Access to the latest Apple hardware to empower you in delivering your best work.

• Inclusive Community: Engaged Employee Resource Groups (ERGs) that celebrate shared identities and support our DEI initiatives, fostering an environment where diverse talent thrives.