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Caseware

Cloud-based audit and practice management platform

Manager, Strategy and Transformation

Business Operations +1Confirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in Business, Finance, Economics, or a related field.
  • Three to six years of experience in a rigorous analytical environment, such as management consulting, investment banking, corporate strategy, or a comparable strategic role.
  • Strong analytical and financial acumen, including experience using complex datasets, models, research, and software metrics to inform strategic and investment decisions.
  • Demonstrated ability to drive complex, cross-functional programs and influence senior stakeholders without direct authority.
  • Ability to navigate ambiguity, challenge conventional thinking, and translate complex issues into clear recommendations and actionable plans.
  • Excellent written and verbal communication skills, including experience developing polished, executive- and board-ready materials.
  • Experience using AI tools to accelerate research, analysis, synthesis, and content development, with strong judgment to validate outputs and identify opportunities to improve how work gets done.
  • Advanced proficiency in Excel and PowerPoint.
  • Resourcefulness, organization, adaptability, professional maturity, and discretion to manage multiple priorities and confidential matters in a fast-paced environment.

Responsibilities

  • Support the Chief of Staff and Executive Leadership Team in advancing Caseware’s highest-priority strategic initiatives across functions, regions, and business units.
  • Lead data-driven analyses, business cases, and scenario modelling to inform strategic priorities, investment decisions, and resource allocation.
  • Help drive Caseware’s AI transformation by translating enterprise priorities into coordinated, measurable initiatives across Product, R&D, GTM, and corporate functions.
  • Apply AI-enabled tools and ways of working to accelerate research, analysis, synthesis, reporting, and program execution, while identifying opportunities to improve how the broader organization operates.
  • Develop executive- and board-ready materials, including strategic recommendations, performance narratives, initiative updates, and KPI dashboards.
  • Establish structure and accountability across complex, cross-functional programs by defining outcomes, governance, milestones, metrics, and decision points.
  • Monitor progress against company priorities and proactively surface risks, interdependencies, and decisions requiring executive attention.
  • Conduct targeted market, competitive, financial, and operational research to support executive decision-making.
  • Partner with leaders across Finance, Product, R&D, Sales, Marketing, Revenue Operations, Customer Success, and People to translate strategic direction into measurable execution.

Desired Qualifications

  • Familiarity with data and reporting tools such as SQL and Tableau.

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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