CaseWare
Data Analyst
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 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.
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 talent@caseware.com.
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through https://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 https://certn.co
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @https://www.caseware.com and our open positions are always listed on reputable job boards and on our website . We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.
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