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Caseware

Cloud-based audit and practice management platform

Senior Product Manager - North American Financial Reporting

Product ManagementConfirmed live in the last 24 hours
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Have 7 or more years of financial reporting or public accounting experience.
  • Have working knowledge of U.S. Generally Accepted Accounting Principles and at least one Canadian reporting framework, and be able to read and interpret future standards.
  • Have experience delivering through teams the role does not manage.
  • Be able to define requirements that engineering and content teams can build from.
  • Have experience prioritizing and planning across competing demands and surfacing risks early.
  • Be able to present priorities and the evidence behind them to a senior audience.
  • Have experience working with sales, customer success, and marketing on go-to-market, adoption, and retention.
  • Stay current with professional standards and changes in the accounting profession.
  • Work effectively without daily supervision and communicate clearly with colleagues.
  • A CPA (U.S. or Canada) in good standing is strongly preferred; equivalent depth in financial statement preparation and disclosure will be considered.

Responsibilities

  • Own the product strategy for North American financial reporting solutions and keep it aligned with the overall product and company vision.
  • Define what should be built for North American financial reporting, for whom, and the opportunity it addresses.
  • Own the roadmap, including sequencing and the conditions each item needs to ship successfully.
  • Define requirements, scope, and success measures for each roadmap item before work starts.
  • Work through delivery teams to get roadmap items built.
  • Identify delivery risks against the roadmap and raise them early.
  • Contribute the business case for what enters or is retired from the portfolio, and provide product input to build, buy, or partner decisions on capability gaps.
  • Report roadmap status and product performance to senior leadership.
  • Set the direction for where agentic artificial intelligence belongs in customer workflows within the product suite.
  • Use artificial intelligence to inform strategy, define specifications, and rapidly prototype and validate ideas with customers.
  • Know U.S. and Canadian financial reporting frameworks, including U.S. Generally Accepted Accounting Principles, Accounting Standards for Private Enterprises, Accounting Standards for Not-for-Profit Organizations, and International Financial Reporting Standards as adopted in Canada, along with their disclosure requirements.
  • Interpret standards changes before they become effective and get them onto the roadmap in time.
  • Spend time with firms of every size in both markets and bring the findings back to the roadmap.
  • Represent the product with firm advisory groups, standard-setters, and industry bodies.
  • Treat standards compliance as a deliverable and set the bar a financial reporting solution must meet before it ships.
  • Work with go-to-market teams on positioning, launch, enablement, and the in-market success of the solutions owned.
  • Provide the product perspective on pricing and packaging for those solutions.

Desired Qualifications

  • A CPA (U.S. or Canada) in good standing is strongly preferred; equivalent depth in financial statement preparation and disclosure will be considered.

About the Company

Caseware

Cloud-based audit and practice management platform

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.

Company size
501-1,000
Company stage
Growth Equity (Venture Capital)
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1988

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