Analyst/Senior Analyst, Financial Planning & Analysis (FP&A)

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. 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!
The Analyst/Senior Analyst, Financial Planning & Analysis (FP&A) at Caseware will be instrumental in supporting the timely and accurate production of financial reports, assisting in the consolidation of actuals and forecasts across the organization and supporting financial analysis. The ideal candidate will be detail oriented, highly skilled in financial modeling, and possess strong communication skills to collaborate across departments. This is a highly dynamic role suited for a proactive, self-motivated individual who can drive continuous improvements and thrive in a fast-paced environment.
This role will report to the Senior Vice President, FP&A while working regularly with our Accounting, Operations teams, and functional leaders.
Contact: Dana Liulica - Talent Acquisition Partner

What you will be doing:

• Reporting & Analysis:
• 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
• Forecasting & Consolidation:
• 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.
• Business Partnering:
• 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.
• Process Improvement:
• 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.

What you will bring:

• 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.

What's in it for you:
▪️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. 
About Casew