Job description
Since launching in 2019, CapIntel has been on a mission to provide magical financial moments for all: investors, wealth professionals, and our customers.
Our innovative proposal generation platform transforms how financial professionals compare, discuss, and present investment options, empowering clients to make informed decisions. We pride ourselves on revolutionizing an outdated process with a product that’s adopted 4x more than previous solutions. One executive called CapIntel “the most intuitive platform I’ve used in almost 20 years in financial services.”
As one of Canada’s fastest-growing wealthtech companies, CapIntel is expanding at an unprecedented pace. Our relentless commitment to innovation drives us to build a dynamic team, strengthening our ability to impact the wealth industry landscape in 2025 and beyond.
About the Role
We’re looking for a Revenue Accounting Manager to own and scale how CapIntel recognizes, reports, and operationalizes revenue as our company grows. CapIntel is a leading SaaS platform helping financial professionals deliver better advice. This is a hands-on, technical role with full ownership of SaaS revenue recognition: contract review, billing logic, month-end close, metrics, and audit readiness.
You’ll be the subject matter expert for SaaS revenue recognition and Maxio, ensuring our revenue data is accurate, compliant, automated, and trusted across Finance, RevOps, FP&A, Sales, and Customer Success. This role is critical to strengthening our financial foundation and enabling confident decision-making as we scale.
What You’ll Do
- Own revenue recognition under Canadian accounting standards (ASPE) for SaaS subscription, usage-based, and professional services revenue
- Lead revenue workflows in Maxio, ensuring it is the source of truth for billing and revenue recognition
- Review customer contracts and order forms
- Own the monthly revenue close, including journal entries, reconciliations, deferred revenue schedules, and flux analysis
- Partner with RevOps and FP&A to align revenue across actuals, forecasts, and SaaS metrics
- Improve documentation, controls, and audit trails related to revenue processes
- Prepare revenue-related schedules for internal reviews, tax filings, and external audits
- Manage commodity tax compliance and filings ( GST/HST/QST), and support cross-border tax considerations in collaboration with external advisors
What We’re Looking For
- Several years of experience as a Revenue Accounting Manager or similar role in a SaaS or technology environment, with hands-on ownership of revenue recognition and reporting
- CPA designation is strongly preferred
- Hands-on experience with Maxio and revenue automation tools, including workflow design and process optimization
- Proven ownership of SaaS revenue recognition, including subscriptions, usage-based revenue, and professional services
- Strong understanding of SaaS revenue metrics ( ARR, CARR, deferred revenue) and the quote-to-cash lifecycle
- Demonstrated experience managing commodity tax compliance (GST/HST/QST); exposure to US compliance and cross-border tax issues is an asset
- Advanced Excel skills and proficiency with financial systems and automation tools
- Excellent communication, organizational, and analytical skills; able to translate complex financial data for both technical and non-technical stakeholders
- Demonstrated ability to partner effectively across Finance, RevOps, Sales, Legal, and CX
- Comfortable operating in a scaling, evolving environment, with a process-oriented and detail-focused approach
Bonus Experience
- Multi-entity and multi-currency revenue accounting
- Experience supporting system implementations or enhancements
- Experience with Xero is an asset
The Interview Process
- Round 1: 30-minute video interviewwith a member of the Talent Acquisition team
- Round 2: 60-minute video interview with the Senior Accounting Manager
- Round 3: 45-minute video interview with a member of the Finance team
- Round 4: 60-minute presentation to a panel of cross-functional stakeholders
At CapIntel, we design compensation with intention. Each role is assessed against the impact, skills, and experience it requires, and we align our pay to competitive market data so candidates know what to expect from the start.
Your final offer will reflect your experience, skillset, and location. The listed range is a guideline, and the range for this role may be modified.
Compensation at CapIntel goes beyond base pay. Depending on the role, total rewards may include variable pay, equity, comprehensive benefits, flexible time off, and dedicated opportunities for growth and development.
If you’d like to understand more about our approach, we’re happy to walk through it during the hiring process.
For roles based in or eligible to work from Ontario, the expected base salary range is:
$95,000—$145,000 CAD
Not Sure You Meet Every Requirement?
We know that what matters most is a great attitude, a hunger to learn, and a drive to deliver high-quality work. While experience is valuable, we also understand that careers don’t always follow a straight path. If you’re excited about this role but not sure you meet every requirement — we encourage you to apply!
Why You’ll Love Working Here:
Visit our Careers Page to learn more about what it’s like to work here, including the virtues that guide us and the perks and benefits designed to help you thrive. We’re proud to be a team where respect, trust, and collaboration drive everything we do. At CapIntel, we challenge and elevate each other because we know that true impact happens when exceptional people work together toward a common goal. We’d love for you to be part of our journey!
What’s Important to Us:
CapIntel believes that all dimensions of diversity are a strength, and that we have a role to play in actively reducing and eliminating systemic barriers to employment equity. We believe in equal employment opportunities regardless of race, ethnicity, language, genetic information, creed, religion, sex, sexual orientation, gender identity, family and marital status, neurodivergence, national origin, and age. We cultivate an inclusive workplace where people excel based on personal merit, qualification, experience, ability, and job performance.
We are committed to providing an inclusive and accessible recruitment experience, so please let us know if you require any accommodations to support your application process by emailing [email protected].
To learn how we protect your personal data, read our Applicant Privacy Notice.
For your application:
To help us quickly understand your qualifications and ensure your application receives the attention it deserves, please answer the following questions thoughtfully. These responses will assist us in the initial pre-screening and resume review process.
