Senior Methodology and Content Manager
Caseware
Senior Methodology and Content Manager
Caseware
Cloud-based audit and practice management platform
Caseware combines over 35 years of industry expertise with AI-powered technology to transform how audit and accounting professionals work. Serving organizations across 130 countries, we bring intelligent automation directly into audit and financial reporting workflows—helping professionals reduce manual work, navigate complexity, and focus on informed decisions. Join our global team and help build technology that strengthens trust in financial information.
As Senior Methodology and Content Manager, you will own the methodology and content for assigned North American assurance and reporting solutions, develop it in house or procure it from third parties, and oversee its implementation into the products.
You will also advise internal teams on regulatory developments that affect product development, support customer and partner conversations on methodology and content, and contribute to how Caseware is represented externally on these matters.
The role reports to the Director, Methodology and Content.
This is a Full-time permanent position
Methodology and Content
Own the methodology and content for assigned North American assurance and reporting solutions, across audit, review, compilation, and financial statement presentation and disclosure.
Act as an in-house subject matter expert on North American assurance and financial reporting standards, across US frameworks (PCAOB standards, AICPA GAAS, SSARS and attestation standards, SEC reporting requirements, US GAAP) and Canadian frameworks (CPA Canada Handbook, including CAS, CSRE, CSRS, ASPE, and IFRS as adopted in Canada).
Translate the methodology and content strategy into a plan for your solutions, and sequence it against solution priorities.
Recommend what methodology and content is developed, acquired, or retired, and set out the trade-offs between sourcing externally and developing in house, based on cost, control, timeline, and quality.
Provide the analysis behind methodology and content investment decisions in your scope, and the resourcing they require.
Methodology Development and Sourcing
Develop methodology in house or procure it from third parties, according to the sourcing decision for each area.
Own the quality of methodology developed in house.
Keep methodology current as standards change, on a published cycle.
Maintain traceability from methodology and content to the standards and authoritative guidance it implements.
Content Procurement and Intellectual Property
Source content, authoritative guidance, and standards for your solutions, across desktop and Cloud.
Support the Director in negotiating and managing relationships with regulatory bodies, professional accountancy organizsations, publishers, and other content suppliers.
Track procurement lead times so content availability does not delay solution releases.
Maintain the register of licensed content in your scope, covering terms, obligations, renewal dates, and permitted uses.
Identify IP risk before content enters a product and escalate what cannot be resolved.
Content Implementation
Oversee implementation of methodology and content into your solutions, across desktop and Cloud.
Work with product managers and engineering to translate standards requirements into product features, functional specifications, and user workflows.
Manage the content release schedule and its dependencies with Product and Engineering.
Apply acceptance criteria and sign-off for implemented content.
Track and resolve content defects and gaps raised by solution teams, Professional Services, and customers.
AI-Driven Content Development
Use AI-assisted workflows to shorten the time from a standards change to shipped content.
Apply the quality and review standard for AI-assisted content.
Lean forward on agentic AI in the product suite. Set the go-forward direction for where agents sit in customer workflows
Internal Advisory
Advise internal teams on regulatory developments that affect product development.
Act as a point of reference on methodology questions from Product (including local Subject Matter Experts), Professional Services, and Sales.
Set out the product implications of standards changes.
Give Product and Engineering visibility of upcoming assurance standards, their implications, and related timings.
Customer and Partner Support
Support customer and partner conversations on methodology and content matters.
Join customer and prospect discussions that require methodology depth.
Support user research, product validation, and customer feedback loops, and feed what you hear into the methodology and content plan.
Provide training and technical insight to sales, support, and customers on the value and proper use of Caseware's assurance and reporting solutions.
External Representation
Represent Caseware to standard-setting bodies, professional accountancy organizsations, and industry bodies on methodology and content matters, as agreed with the Director.
Contribute to Caseware's speaking programme at industry events on methodology and content, along with assurance standards topics.
Contribute content and technical review to thought leadership used in marketing, customer education, and the profession.
Maintain relationships across the regulatory and standard-setting community.
Collaboration and Mentoring
Align content requirements and priorities in consultation with the Head of US Solutions and the Head of Canadian Solutions.
Mentor individuals in content authoring and subject-matter expert roles.
Professional accounting designation (US CPA, Canadian CPA, CA, or equivalent).
7+ years of experience in audit or standards-setting, with time at Manager level or above in public practice or an audit-regulatored environment.
Deep knowledge of assurance and financial reporting standards across North American frameworks. Depth in one market with working knowledge of the other is acceptable. Familiarity with GAGAS, Uniform Guidance single audits, GASB, or Canadian public sector standards is an asset.
Experience developing methodology and assessing its quality, whether authored in house or sourced externally.
A clear view of engagement methodology, documentation standards, and what holds up under regulatory inspection and practice review, including PCAOB and CPAB.
Experience working with externally sourced professional content, guidance, or standards, and working knowledge of IP and licensing terms.
Experience implementing content into software products, or working on audit software, digital audit tools, or workflow automation projects.
Experience applying AI to content development, or a clear appetite to do so.
Excellent critical thinking skills, including the ability to safely leverage AI outputs.
Strong research skills, able to synthesize and interpret a wide range of information sources to deliver focused research.
Excellent communication skills, able to explain complex audit concepts clearly to technical and non-technical audiences.
Strong analytical mindset, attention to detail, and the ability to prioritize across competing demands.
Experience mentoring or reviewing the work of other professionals.
What's in it for you:
Shape what’s next with AI: Help transform audit and accounting through AI-powered technology. Explore new ways to bring AI into our own workflows, rethink how work gets done, and turn ideas into meaningful improvements for our teams and customers.
Make an impact that matters: Contribute to solutions that help professionals navigate complexity, make informed decisions, and strengthen trust in financial information around the world.
Bring your voice. Expand your perspective: Collaborate with a diverse global team where your ideas are valued, knowledge is shared, and different perspectives lead to better outcomes.
Build a career that grows with you: Develop your skills, take on new challenges, and explore career opportunities as our business and technology evolve.
Thrive at work and beyond: Enjoy competitive compensation, comprehensive benefits, recognition programs, and performance bonuses, alongside flexible work options, remote opportunities, and generous time off.
We’re committed to building teams as diverse as our customers through equitable and inclusive hiring. We welcome candidates of all backgrounds. If you need accommodations or have questions at any stage of the application or interview process, contact our People Operations team at [email protected].
Background Check:
All successful candidates will undergo background screening, which may include identity verification, criminal record checks, and/or reference checks, as appropriate to the role and location and in accordance with applicable law.
Security and Fraud:
All employees are expected to apply security best practices and work within secure handling guidelines to perform assigned responsibilities when accessing data and business information.
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.
Caseware provides software solutions for audit, assurance, and practice management. Its flagship Caseware Cloud is a cloud platform where firms store files securely, manage engagements, and collaborate with clients, with data organized by consistent naming to streamline audits. It differentiates itself by focusing on audit-focused workflows and offering an integrated, subscription-based platform for engagement management, client advisory, and practice tasks. Its goal is to help accounting firms, government agencies, and corporate finance teams deliver deeper insights and conduct audits and advisory work more efficiently while maintaining ongoing client relationships.
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