Caseware
Finance • Enterprise • SaaS
Caseware is a global leader in providing software solutions for accounting, auditing, and financial reporting. Their products, such as Caseware Cloud and Caseware Working Papers, are designed to modernize accounting practices, streamline audits, and provide robust financial reporting tools for accounting firms, corporations, and government entities. Caseware is renowned for integrating advanced technologies, including AI-driven tools, to enhance efficiency and insight for its users. Their offerings are localized to meet regional standards and cater to diverse sectors, including public and private organizations. With a focus on transformation through technology, Caseware supports over 500,000 accounting professionals in more than 130 countries.
Senior Analyst, Financial Planning & Analysis (FP&A)
October 16
Caseware
Finance • Enterprise • SaaS
Caseware is a global leader in providing software solutions for accounting, auditing, and financial reporting. Their products, such as Caseware Cloud and Caseware Working Papers, are designed to modernize accounting practices, streamline audits, and provide robust financial reporting tools for accounting firms, corporations, and government entities. Caseware is renowned for integrating advanced technologies, including AI-driven tools, to enhance efficiency and insight for its users. Their offerings are localized to meet regional standards and cater to diverse sectors, including public and private organizations. With a focus on transformation through technology, Caseware supports over 500,000 accounting professionals in more than 130 countries.
📋 Description
• Assist in the preparation and distribution of recurring financial reports (weekly, monthly, quarterly) for senior leadership and Private Equity investors. • Perform variance analysis against budget, forecast, and prior periods. • Support the preparation of executive-level dashboards and presentations. • Support the consolidation of actuals and development of forecasts (short-term and long-range) in partnership with revenue operations and business unit leads. • Ensure data accuracy and consistency across multiple inputs and sources. • Assist in building and maintaining forecast models to support rolling forecasts and scenario planning. • Collaborate with various teams including FP&A, Accounting and Revenue Operations to gather input, validate assumptions, and ensure consistency and alignment of financial data. • Support ad-hoc analysis and financial modeling to inform strategic initiatives modeling and decision-making. • Coordinate with the Business Intelligence team and other partners to automate and optimize reporting, improving efficiency and scalability. • Ensure documentation and standardization of financial processes where applicable.
🎯 Requirements
• Bachelor’s degree in Finance, Accounting, Economics, or a related field. • 3 to 5 years of experience in FP&A, corporate finance, or related roles. • Experience in a multi-entity or global organization, ideally a SaaS business. • Strong analytical skills with attention to detail and accuracy. • Expert-level Excel skills with experience analyzing large quantities of complex data. • Experience with Netsuite and Salesforce a plus. • Strong verbal and written communication skills. • Ability to manage multiple tasks and meet deadlines in a fast-paced environment. • Self-starter with a collaborative mindset and a commitment to problem solving and continuous improvement. • Excellent stakeholder management skills – builds relationships among peers and others in the business. • Experience with data visualization tools (e.g., Power BI, Tableau). • CPA or CFA certification (or working towards one) is a plus.
🏖️ Benefits
• Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions. • We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team. • Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance. • We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans. • We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success. • Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth. • We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.
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