Reporting Strategy Consultant
CVS HealthSalary not specified
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Accounting SoftwareIndustries
Requirements
- 1–3 years of experience in management consulting, corporate strategy, product operations or similar
- A proven ability to create executive-ready communications, including PowerPoint slides and strategic documents
- Strong written and verbal communication skills, with the ability to tailor messages to senior audiences
- Ability to operate with extreme ownership and drive high-impact initiatives to completion
- Collaborative but self-directed, able to work through ambiguity, iterate fast, and proactively identify gaps
Responsibilities
- Partner with the Senior TPM to develop board materials, ELT updates, investor pages, and product org-wide communications
- Translate technical, financial, and product content into structured narratives with high visual and strategic polish
- Design clear, compelling presentations that support critical planning, prioritization, and investment decisions
- Collaborate across R&D, finance, and go-to-market teams to extract key insights and elevate message clarity
- Support ad hoc strategic projects including roadmap storytelling, board communications, and strategic material preparation
- Ensure everything you touch reflects Caseware’s high bar for quality, trust, and clarity of thought
Skills
PowerPoint
Executive Communications
Strategic Presentations
Product Operations
Management Consulting
Corporate Strategy
Roadmap Storytelling
Board Materials
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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