CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We ... Design and architect financial reporting and compliance solutions for complex sales-compensation ...
CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We ... Design and architect financial reporting and compliance solutions for complex sales-compensation ...
CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We ... Design and architect financial reporting and compliance solutions for complex sales-compensation ...
CaptivateIQ is transforming the way companies plan, manage, and optimize sales performance. We ... Design and architect financial reporting and compliance solutions for complex sales-compensation ...
Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite ... solutions (BILL, Ramp, Expensify, Fathom & Jirav). * Design scalable chart of accounts, reporting ...
Implement and optimize cloud accounting platforms (QuickBooks Online, Xero, Sage Intacct, NetSuite ... solutions (BILL, Ramp, Expensify, Fathom & Jirav). * Design scalable chart of accounts, reporting ...
Platform Consultant
Morrisville, NC ยท On-site
... optimize client environments to support accounting, investment, and operational workflows. ยท ... solutions or workarounds, and coordinate with internal teams when escalation is required. ยท ...
Platform Consultant
Morrisville, NC ยท On-site
... optimize client environments to support accounting, investment, and operational workflows. ยท ... solutions or workarounds, and coordinate with internal teams when escalation is required. ยท ...
Consultant - Sage Intacct (Remote)
Raleigh, NC ยท Remote
$80K - $115K/yr
... technology solutions. Our strategic approach focuses on understanding our clients' operational ... Responsibilities * Engage with clients to understand their accounting and financial needs.
Consultant - Sage Intacct (Remote)
Raleigh, NC ยท Remote
$80K - $115K/yr
... technology solutions. Our strategic approach focuses on understanding our clients' operational ... Responsibilities * Engage with clients to understand their accounting and financial needs.
Consultant - Sage Intacct (Remote)
Raleigh, NC ยท Remote
$80K - $115K/yr
... technology solutions. Our strategic approach focuses on understanding our clients' operational ... Responsibilities * Engage with clients to understand their accounting and financial needs.
Quick apply
Consultant - Sage Intacct (Remote)
Raleigh, NC ยท Remote
$80K - $115K/yr
... technology solutions. Our strategic approach focuses on understanding our clients' operational ... Responsibilities * Engage with clients to understand their accounting and financial needs.
We are seeking a Deltek Vantagepoint ERP Specialist to support, optimize, and evolve our ERP ... system solutions * Work closely with accounting teams to improve billing and revenue workflows
Quick apply
We are seeking a Deltek Vantagepoint ERP Specialist to support, optimize, and evolve our ERP ... system solutions * Work closely with accounting teams to improve billing and revenue workflows
Drive finance-domain knowledge management by sharing solutions and best practices across functional ... Expenses-to optimize operations. * Develop and maintain clear, accessible documentation for ...
Drive finance-domain knowledge management by sharing solutions and best practices across functional ... Expenses-to optimize operations. * Develop and maintain clear, accessible documentation for ...
Specialized Tax Services - Research & Development Tax - Senior Associate
Raleigh, NC ยท On-site
$77K - $214K/yr
Responsibilities - Providing specialized tax advice and solutions in complex areas such as research and development tax credits and accounting methods - Analyzing complex tax regulations to optimize ...
Specialized Tax Services - Research & Development Tax - Senior Associate
Raleigh, NC ยท On-site
$77K - $214K/yr
Responsibilities - Providing specialized tax advice and solutions in complex areas such as research and development tax credits and accounting methods - Analyzing complex tax regulations to optimize ...
Finance Manager, Labor & Analytics
Raleigh, NC ยท On-site
$102K - $134K/yr
... optimize operational efficiency ... This role focuses on managing business analysis, building reporting solutions, and collaborating ...
Finance Manager, Labor & Analytics
Raleigh, NC ยท On-site
$102K - $134K/yr
... optimize operational efficiency ... This role focuses on managing business analysis, building reporting solutions, and collaborating ...
Oracle Cloud Finance PPM/AHCS - Senior Associate
$77K - $202K/yr
... optimize operational efficiency. You will analyze client needs, implement software solutions, and ... Accounting, Accounting & Finance, Finance, Economics, Business Administration/Management ...
Oracle Cloud Finance PPM/AHCS - Senior Associate
$77K - $202K/yr
... optimize operational efficiency. You will analyze client needs, implement software solutions, and ... Accounting, Accounting & Finance, Finance, Economics, Business Administration/Management ...
C. as Elliott Davis, PLLC), a licensed CPA firm. Job Summary The Sage Intacct Business Systems ... Ability to think "outside the box" and provide solutions to clients for various business-related ...
C. as Elliott Davis, PLLC), a licensed CPA firm. Job Summary The Sage Intacct Business Systems ... Ability to think "outside the box" and provide solutions to clients for various business-related ...
Paid Social Strategist
Raleigh, NC ยท On-site
Optimize campaigns toward CPA, CPL, ROAS, LTV, and other performance metrics aligned with client ... Implement and monitor privacy-safe tracking solutions including pixels, Conversion APIs, and server ...
Quick apply
Paid Social Strategist
Raleigh, NC ยท On-site
Optimize campaigns toward CPA, CPL, ROAS, LTV, and other performance metrics aligned with client ... Implement and monitor privacy-safe tracking solutions including pixels, Conversion APIs, and server ...
Optimize campaigns toward CPA, CPL, ROAS, LTV, and other performance metrics aligned with client ... Implement and monitor privacy-safe tracking solutions including pixels, Conversion APIs, and server ...
Optimize campaigns toward CPA, CPL, ROAS, LTV, and other performance metrics aligned with client ... Implement and monitor privacy-safe tracking solutions including pixels, Conversion APIs, and server ...
... solutions * Bachelor's degree in technology, business, accounting, legal or related field ... Work with a team to optimize tax and legal process, leveraging technology to align tax and legal ...
... solutions * Bachelor's degree in technology, business, accounting, legal or related field ... Work with a team to optimize tax and legal process, leveraging technology to align tax and legal ...
Paid Social Strategist
Raleigh, NC ยท On-site
Optimize campaigns toward CPA, CPL, ROAS, LTV, and other performance metrics aligned with client ... Implement and monitor privacy-safe tracking solutions including pixels, Conversion APIs, and server ...
Paid Social Strategist
Raleigh, NC ยท On-site
Optimize campaigns toward CPA, CPL, ROAS, LTV, and other performance metrics aligned with client ... Implement and monitor privacy-safe tracking solutions including pixels, Conversion APIs, and server ...
Senior Software Engineer - Varicent SPM Platform
Raleigh, NC ยท On-site
$119K - $157K/yr
Design, develop, implement, and support Varicent SPM/ICM solutions for sales compensation ... Develop and optimize complex compensation calculations, commission plans, quota management, and ...
Senior Software Engineer - Varicent SPM Platform
Raleigh, NC ยท On-site
$119K - $157K/yr
Design, develop, implement, and support Varicent SPM/ICM solutions for sales compensation ... Develop and optimize complex compensation calculations, commission plans, quota management, and ...
Senior Software Engineer - Varicent SPM Platform
Raleigh, NC ยท On-site
$119K - $157K/yr
Design, develop, implement, and support Varicent SPM/ICM solutions for sales compensation ... Develop and optimize complex compensation calculations, commission plans, quota management, and ...
Senior Software Engineer - Varicent SPM Platform
Raleigh, NC ยท On-site
$119K - $157K/yr
Design, develop, implement, and support Varicent SPM/ICM solutions for sales compensation ... Develop and optimize complex compensation calculations, commission plans, quota management, and ...
Tax Manager - Federal / Corporate Tax
$107K - $141K/yr
Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your ... Join us, and help clients optimize their tax functions and take strategy to the next level. Learn ...
Tax Manager - Federal / Corporate Tax
$107K - $141K/yr
Do phrases like "accounting for income taxes," "tax advisory," and "tax controversy" pique your ... Join us, and help clients optimize their tax functions and take strategy to the next level. Learn ...
Banking & Capital Markets Tax Director
$150K - $438K/yr
You will help businesses navigate complex tax regulations and optimize their tax positions. As a ... solutions - Mentoring teams in tax accounting and financial statement analysis - Cultivating ...
Banking & Capital Markets Tax Director
$150K - $438K/yr
You will help businesses navigate complex tax regulations and optimize their tax positions. As a ... solutions - Mentoring teams in tax accounting and financial statement analysis - Cultivating ...
Optimize Accounting Solutions information
See Raleigh, NC salary details
$13.09 - $15.08
2% of jobs
$15.08 - $17.08
7% of jobs
$17.08 - $19.08
10% of jobs
$19.81 is the 25th percentile. Wages below this are outliers.
$19.08 - $21.07
16% of jobs
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14% of jobs
The median wage is $23.19 / hr.
$23.07 - $25.07
17% of jobs
$26.76 is the 75th percentile. Wages above this are outliers.
$25.07 - $27.06
11% of jobs
$27.06 - $29.06
10% of jobs
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6% of jobs
$31.06 - $33.05
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$13
$24
$35
How much do optimize accounting solutions jobs pay per hour?
Is CPA still worth it in 2026?
What are some common challenges faced when implementing Optimize Accounting Solutions within an organization?
Why are so many CPAs quitting?
What are the key skills and qualifications needed to thrive as an Accounting Solutions Specialist, and why are they important?
What are Optimize Accounting Solutions?
What is the difference between Optimize Accounting Solutions vs Bookkeeper?
| Aspect | Optimize Accounting Solutions | Bookkeeper |
|---|---|---|
| Credentials | Accounting certifications, CPA or equivalent preferred | High school diploma, bookkeeping courses often required |
| Work Environment | Accounting firms, corporate finance departments | Small businesses, accounting offices |
| Employer & Industry | Finance, corporate, and consulting sectors | Small to medium-sized businesses, retail, services |
| Primary Focus | Financial analysis, reporting, compliance | Data entry, transaction recording, ledger management |
Optimize Accounting Solutions typically involves comprehensive financial management and analysis, often requiring advanced certifications. Bookkeepers focus on recording and maintaining financial transactions. While both roles handle financial data, Optimize Accounting Solutions offers a broader scope including analysis and reporting, whereas bookkeepers concentrate on accurate transaction recording.
Can you make $500,000 a year as an accountant?
Is CPA going to be replaced by AI?
Professional Services Architect - Accounting and Reporting
Raleigh, NC โข On-site, Remote
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 9 days ago
Job description
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.
Notice for Prospective Candidates
- Only emails from @captivateiq.com should be trusted.
- We are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:
- Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @gmail.com, @yahoo.com, @hotmail.com, etc.
- Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technology.
- Ask candidates to cash checks to buy equipment on behalf of CaptivateIQ.
- Ask candidates to make a payment in order to be considered for a position.
- Make early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etc.
- Please note that we'll only ask for more sensitive personal information in connection with background checks after an offer is made.
$115,000 - $184,000 a year
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.
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.
About CaptivateIQ
Sourced by ZipRecruiter
Industry
Software development
Company size
201 - 500 Employees
Headquarters location
San Francisco, CA, US
Year founded
2017