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

The Analyst/Senior Analyst, Financial Planning & Analysis (FP&A) will play a key role in delivering accurate and timely financial reports, consolidating actuals and forecasts, and supporting financial analysis across the organization. The ideal candidate is detail-oriented, excels in financial modeling, and communicates effectively across teams. 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 collaborates closely with Accounting, Operations, and other functional leaders.

Note: This is a hybrid role based in our Toronto head office at 351 King St E. The successful candidate will work onsite three days a week—Tuesday, Wednesday, and Thursday.

What You’ll Do:

Reporting & Analysis:

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

Forecasting & Consolidation:

– Support the consolidation of actuals and development of both short- and long-term forecasts in collaboration with revenue operations and business unit leaders.
– Ensure data consistency and accuracy 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 data, validate assumptions, and align financial information.
– Provide ad-hoc analysis and financial modeling to support strategic decisions.

Process Improvement:

– Partner with the Business Intelligence team and others to automate and streamline reporting processes.
– Document and standardize financial procedures where applicable.

What You’ll Bring:

– A 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 global or multi-entity organization, preferably in SaaS.
– Strong analytical skills and attention to detail.
– Advanced Excel skills with the ability to analyze large, complex datasets.
– Familiarity with Netsuite and Salesforce is a plus.
– Excellent communication skills, both written and verbal.
– Ability to handle multiple priorities and meet deadlines in a fast-paced setting.
– A self-starter with a collaborative approach and a focus on problem-solving and continuous improvement.
– Strong relationship-building and stakeholder management skills.
– Experience with data visualization tools like Power BI or Tableau.
– CPA or CFA designation (or in progress) is an asset.

What’s In It for You:

– Innovation is at our core—we use the latest technology to develop impactful financial and accounting software.
– We foster a collaborative culture where your ideas are valued and knowledge sharing is encouraged.
– We prioritize work-life balance through flexible work arrangements and generous time-off policies.
– Competitive compensation, including salary, health benefits, and retirement plans.
– Your work directly influences how clients manage their financial operations and achieve success.
– We recognize and reward hard work with performance bonuses, recognition programs, and career development opportunities.
– Opportunities to work on international projects with a diverse, global team.

About Caseware:

Caseware develops innovative software for accounting firms, corporations, and governments. Our teams work together to enhance our product suite with a strong focus on customer needs. Backed by a strategic investment from Hg Capital in 2020, we are entering a new phase of growth, investing in the people and products that define our success.

We believe in the value of diverse perspectives—our core value “Many Voices, One Team” reflects our commitment to building inclusive 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 who receive an offer will be required to complete a background check via https://certn.co, which typically includes identity verification and a criminal record check. Executives and senior managers will also undergo a soft credit check. This does not apply to candidates in the Netherlands and Germany.

Security and Fraud Notice:

Caseware takes candidate security seriously. All official communication will come from email addresses ending in @caseware.com, and job listings will appear on trusted job boards and our official website. We will never request payment or financial information. If you receive an unsolicited job offer, please proceed with caution.