Caseware is a pioneering Canadian fintech company that has been a global leader in audit and accounting software for over three decades. With over 500,000 users in 130 countries and support for 16 languages, Caseware is widely used—even if you haven’t heard of us yet, more than 36,000 professionals list Caseware as a skill on LinkedIn.

The Analyst/Senior Analyst, Financial Planning & Analysis (FP&A) will play a key role in producing timely and accurate financial reports, consolidating actuals and forecasts across the company, and supporting financial analysis. The ideal candidate is detail-oriented, excels in financial modeling, and communicates effectively across departments. This fast-paced role is perfect for a proactive, self-driven individual who thrives on continuous improvement.

This position reports to the Senior Vice President of FP&A and works closely with Accounting, Operations, and other functional leaders.

Contact: Dana Liulica – Talent Acquisition Partner

What You’ll Do:

Reporting & Analysis:

– Help prepare and distribute recurring financial reports (weekly, monthly, quarterly) for senior leadership and private equity stakeholders.
– Conduct variance analysis comparing budget, forecast, and historical data.
– Assist in creating executive dashboards and presentations.

Forecasting & Consolidation:

– Support the consolidation of actuals and development of short- and long-term forecasts in collaboration with revenue operations and business unit leaders.
– Ensure data accuracy and consistency across various sources.
– Help build and maintain forecasting models for rolling forecasts and scenario planning.

Business Partnering:

– Work with FP&A, Accounting, and Revenue Operations teams to gather inputs, validate assumptions, and align financial data.
– Conduct ad-hoc analysis and financial modeling to support strategic decisions.

Process Improvement:

– Collaborate with the Business Intelligence team and other stakeholders to automate and enhance reporting processes.
– Standardize and document financial processes where applicable.

What You Bring:

– Bachelor’s degree in Finance, Accounting, Economics, or a related field.
– 3–5 years of experience in FP&A, corporate finance, or similar roles.
– Experience in a multi-entity or global organization, ideally in SaaS.
– Strong analytical skills and attention to detail.
– Advanced Excel skills and experience working with large, complex datasets.
– Familiarity with Netsuite and Salesforce is a plus.
– Excellent communication skills, both written and verbal.
– Ability to manage multiple priorities in a fast-paced environment.
– Self-motivated with a collaborative and problem-solving mindset.
– Strong stakeholder management and relationship-building skills.
– Experience with data visualization tools like Power BI or Tableau.
– CPA or CFA designation (or in progress) is a plus.

What’s In It For You:

– Innovation is at our core—we use cutting-edge technology to create impactful financial software.
– We foster a collaborative culture where your ideas are valued and knowledge sharing is encouraged.
– We support work-life balance with flexible schedules, remote work options, and generous time-off policies.
– We offer competitive compensation, including salary and comprehensive benefits like health insurance and retirement plans.
– Your work has real impact—helping clients streamline financial processes and achieve success.
– We recognize and reward hard work through performance bonuses, recognition programs, and career development opportunities.
– We offer global exposure—work on international projects with a diverse team.

About Caseware:

Caseware develops innovative software for accounting firms, corporations, and governments. Our teams continuously collaborate and innovate to enhance our product suite. With a customer-first approach, we’re shaping the future of audits, financial reporting, and data analytics.

Following a strategic investment from Hg Capital in 2020, Caseware is entering a new phase of growth, investing in the people and products that have driven our success.

We value diversity and inclusion—our “Many Voices, One Team” philosophy guides us in building diverse teams that reflect our global customer base. We encourage candidates from all backgrounds to apply. If you need accommodations during the hiring process, please contact our People Operations team at talent@caseware.com.

Background Check:

Candidates offered a position must successfully complete a background check through https://certn.co, which includes identity verification and a criminal record check. Executives and senior managers will also undergo a soft credit check. Candidates in the Netherlands and Germany are exempt from this process.

Security and Fraud Notice:

Caseware takes candidate security seriously. Official communications will come from @caseware.com email addresses, and all job openings are listed on our website and reputable job boards. We will never request payment or financial information. If you receive an unsolicited offer, please be cautious.