Caseware

Caseware

Senior Audit Solutions Consultant

Atlanta, Georgia · Senior

Work authorization requiredDetected 174 days ago
Data AnalysisSalesforceCRMAccount ManagementFinancial AnalysisAccountingAuditingCustomer SuccessLeadershipCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeFinancial ReportingInternal Audit

About the role

  • While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
  • In this role, you will serve as a strategic advisor, working collaboratively with top accounting firms as they navigate critical decisions around audit technology modernization.

Responsibilities

  • Build and maintain strong relationships with key stakeholders, including C-suite, operational, and technical stakeholders across large accounting firms.
  • Work closely with CPA.com, Caseware's strategic partner in the US market to ensure professional services are planned and delivered appropriately.
  • Your contributions directly affect how our clients manage financial processes and drive their success. ▪️Recognition and rewards matter to us.
  • Work on international projects and collaborate with a diverse, global team.
  • About Caseware: Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments.
  • Our teams are continually collaborating, innovating, and building upon our existing suite of products.
  • With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.
  • One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way.

Requirements

  • Candidates must be willing to work Eastern Time Zone hours.
  • & Experience Required
  • 5+ years conducting external audit engagements on financial statements at a Public Accounting Firm (not consulting or internal audit),
  • Experience designing or implementing software solutions for external audit teams within the national office of a Public Accounting Firm,
  • 5+ years in a customer-facing role (e.g., customer success, account management, implementation) at a SaaS company serving public accounting firms, with strong knowledge of external audit processes.

Nice to have

  • CPA or equivalent accounting certification
  • Experience with product design or software development.
  • Bachelor's degree in accounting, finance, or related field.
  • Experience and/or qualifications in project, product or program management.
  • Deep understanding of accounting, financial processes and technologies
  • Experience with CRM systems and tools for sales and lead management
  • Experience in Product, Product Marketing, or Sales, or working closely with those functional teams.
  • Experience using Microsoft Office Suite and CRM software (E.g., Salesforce)

Skills

  • A sound understanding of technology within the audit and accountancy sector.
  • Ability to understand and interpret the needs of different stakeholders.
  • Strong organization skills with experience tracking and managing multiple deliverables and tasks.
  • A resourceful self-starter who thrives in a fast-paced environment where initiative and problem-solving skills are required.

Compensation

  • 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 ▪️We are driven by impactful work.

Company info

  • Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments.
  • With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.
  • We welcome and encourage candidates of all backgrounds to apply.
  • Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at talent@caseware.com.
  • Collaborate with our Strategic Account Managers to architect and execute comprehensive, long-term technology transformation plans for our largest prospects and customers.
  • Guide customers through their technology transformation journeys by understanding their organizational needs (communications, change management, training, support strategy) and translating these into clear plans for successful evaluation & adoption.
  • Lead evaluation activities including presentations, trials & pilots, sharing information on solutions expertise and best practices with customers, while coordinating with technical or product SMEs where appropriate.
  • Act as the bridge between customers and Product teams, gathering and translating customer feedback into clear, actionable insights that inform product development while helping prospects understand how our roadmap addresses their business needs.
  • Attendance at Conferences and Events, maintaining relationships with customers and staying up to date with industry standards and trends.
  • Facilitate user group sessions with key customers and stakeholders.
  • 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.
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This listing is sourced directly from Caseware's careers page and normalized into a canonical job model.