Note: The job is a remote job and is open to candidates in USA. Caseware is one of Canada's original Fintech companies, leading the global audit and accounting software industry for over 30 years. As a Consultant in Professional Services, you will implement Caseware solutions, manage client relationships, and mentor junior consultants while ensuring delivery quality and mitigating project risks.
Responsibilities
- Lead end-to-end implementations of Caseware accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, training and go-live support
- Act as the primary solution authority for assigned client engagements, providing expert guidance on Caseware functionality, best practices, and accounting workflow optimization
- Translate client business and regulatory requirements into scalable, compliant Caseware configurations, ensuring alignment with applicable accounting standards and firm methodologies
- Manage client relationships, serving as a trusted advisor to customer stakeholders throughout the implementation lifecycle
- Oversee project execution and delivery quality on non-enterprise projects, including scope control, risk identification, issue resolution, and adherence to timelines, budgets, and service standards
- Collaborate cross-functionally with Product, Support, and Engineering teams to escalate issues, contribute to product feedback, and ensure successful client outcomes
- Mentor and provide technical leadership to associate consultants and implementation team members, including knowledge sharing, solution reviews, and delivery oversight
- Deliver client training and change management activities, enabling user adoption, process transformation, and long-term value realization from Caseware solutions
- Support pre-sales and solution scoping activities by contributing to proposals, solution demonstrations, effort estimation, and implementation approach definition
- Continuously improve implementation methodologies and assets, leveraging lessons learned, industry trends, and evolving Caseware capabilities to enhance service delivery effectiveness
Skills
- 4+ years of experience in external audit, assurance, or accounting within a public accounting or professional services firm
- Experience providing consultative advice to clients, including understanding business requirements and making recommendations
- Comfortable using and learning accounting, audit, and financial reporting technology solutions. Prior Caseware experience is an asset but not required
- Experience supporting software implementations, including requirements gathering, solution configuration, testing, training, and go-live support
- Proven ability to manage client stakeholders and act as a trusted advisor throughout client engagements
- Experience owning delivery outcomes, including scope, quality, risk, and timelines, with minimal oversight
- Excellent communication, facilitation, and documentation skills in a professional services environment
- Ability to mentor and contribute to team capability development
Benefits
- Flexible work options
- Remote opportunities
- Generous time-off policies
- Health insurance
- Retirement plans
- Recognition programs
- Performance bonuses
- Opportunities for career growth
Company Overview