Financial Analyst
EarnestSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Audit SoftwareIndustries
Requirements
- 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
Responsibilities
- 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
- 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
- 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
- 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
Skills
Financial Modeling
Variance Analysis
Forecasting
Data Analysis
Communication
Reporting
Consolidation
Caseware
Provides software for audit and practice management
About Caseware
Caseware provides software solutions focused on audit, assurance, and practice management, primarily for the financial and accounting sectors. Its main product, Caseware Cloud, is a cloud-based platform that enables firms to securely store files, collaborate effectively, and manage their operations efficiently. This platform organizes data, making it easily accessible and simplifying the audit process. Unlike many competitors, Caseware operates on a subscription model, ensuring clients receive continuous updates and support. The company's goal is to help clients gain deeper insights and operate more efficiently, ultimately driving success for both the clients and Caseware itself.
Toronto, CanadaHeadquarters
1988Year Founded
GROWTH_EQUITY_VCCompany Stage
Enterprise Software, Financial ServicesIndustries
501-1,000Employees
Benefits
Hybrid Work Options
Flexible Work Hours
Risks
Integration of LeaseJava may face operational challenges with existing systems.
Data privacy risks arise from the Validis partnership's data processes.
Resistance to AI tools like AiDA may slow market adoption.
Differentiation
Caseware offers cloud-based solutions for audit and financial reporting processes.
The company integrates AI-driven tools like AiDA to enhance auditing efficiency.
Caseware's acquisition of LeaseJava expands its lease management capabilities.
Upsides
Growing demand for cloud solutions boosts Caseware's market potential.
Partnerships with Validis and Xero enhance data management and market reach.
Increased tech investments in accounting firms align with Caseware's offerings.
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