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
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