Hybrid Senior Professional Services Consultant – Accounting and Reporting

Posted last month

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About the role

  • Professional Services Consultant supporting financial reporting for enterprise clients in a fast-growing SaaS company. Collaborating with technical teams to design scalable, compliant models for sales performance management.

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.

Requirements

  • 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.

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

Job title

Senior Professional Services Consultant – Accounting and Reporting

Job type

Experience level

Senior

Salary

$115,000 - $142,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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