Senior Audit Solutions Consultant

About the Position

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. We are seeking a Senior Audit Solutions Consultant to join our team in Atlanta, Georgia, or remotely within the United States. This role is pivotal in guiding our largest US customers and prospective customers through the exploration and evaluation of Caseware solutions.

Responsibilities

• Collaborate with 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 and translating these into clear plans for successful evaluation and adoption.
• Lead evaluation activities including presentations, trials, and pilots, sharing information on solutions expertise and best practices with customers.
• Build and maintain strong relationships with key stakeholders, including C-suite, operational, and technical stakeholders across large accounting firms.
• Act as the bridge between customers and Product teams, gathering and translating customer feedback into actionable insights that inform product development.
• Work closely with CPA.com, Caseware’s strategic partner in the US market to ensure professional services are planned and delivered appropriately.
• Provide domain expertise and insight to other key Customer teams to inform strategy and internal initiatives.
• Attend 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.
• Speak on webinars, perform outreach, author thought leadership, and contribute to other special projects.

Requirements

Qualifications & Experience Required

Experience (must meet one of the following):

• 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.

Additional Required Experience & Skills:

• Excellent written and oral communication and presentation skills, with the confidence to communicate effectively with and advise senior leadership at CPA firms.
• 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.

Preferred Qualifications

• CPA or equivalent accounting certification
• Experience with product design or software development.
• Direct experience utilizing Caseware to perform engagements.
• 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).

We Offer

• 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.
• Collaborative culture. We value your ideas and encourage knowledge sharing within a supportive, inclusive team.
• Work-life balance. We offer flexible work options, remote opportunities, and generous time-off policies.
• Competitive compensation. We offer a competitive salary and comprehensive benefits.
• Impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.
• Recognition and rewards. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.
• Global opportunities. Work on international projects and collaborate with a diverse, global team.

About the Company

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.

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.

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. 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 [email protected].

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co, which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co.

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com, and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.