CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling, educational presentations. Ultimately, we're focused on investors getting better service, understanding their investments, and feeling at ease knowing their future is secure.
Since launching in 2019, CapIntel has seen rapid adoption and industry recognition, earning top placements in Deloitte’s Technology Fast 50 Canada and Fast 500 North America in 2025, ranking us among the fastest-growing technology companies. To support this momentum, we’re growing our team rapidly—investing in people who drive innovation at scale to expand our impact across the North American wealth management industry.
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
- 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
- Multi-entity and multi-currency revenue accounting
- Experience supporting system implementations or enhancements
- Experience with Xero is an asset
- Round 1: 30-minute video interview with a member of the Talent Acquisition team
- Round 2: 60-minute video interview with the Accounting team
- Round 3: Take-home assessment + 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.
We care most about mindset: your drive, curiosity and commitment to delivering great work. While experience matters, we know that careers aren’t always linear. If this role excites you and you believe you can make an impact with us, we want to hear from you.
Why you'll enjoy working hereLearn more about life at CapIntel on our Careers page, including the virtues that inspire how we work and the perks and benefits designed to support your growth and well-being. We’re a team built on trust, respect, and collaboration. This powers everything we do and creates a space to challenge and elevate each other as we work towards our shared vision. If this speaks to you, we’d be excited to have you with us.
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What We Do
Since we entered the market in October 2019, our mission has been to elevate finance to build wealth for all. To achieve this, we are transforming the way investment services professionals work, so they are equipped to deliver better results for their clients. As a Financial Advisor, the decisions you make have a lasting impact on your clients and their ability to achieve their financial goals. You must be able to assess and compare investment options efficiently to ensure you’re selecting the right portfolio to suit your client’s asset allocation. Today, however, the tedious, largely manual processes in the sales cycle can hinder your acuteness to the market, changing regulations, and client goals. This means not being able to get the information you need; making it harder to analyze funds and potentially leading to missed financial goals for your clients. We’ve developed a product to change that. CapIntel is a modernized platform that bridges sales process gaps and stamps out inefficiencies so advisors can attend to their clients’ needs more effectively and help them enhance their financial future. We empower each level of the firm’s sales force with the tools needed to get the job done, including modelling investment comparisons, preparing compelling proposals, and tracking compliance checkpoints. In short, our product facilitates an ecosystem that reflects the workflows of each wealth enterprise. Diversity builds better teams, and we encourage individuals of all backgrounds to reach out to us if you're interested in working together.
