Consultant, Professional Services

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their Linked In profiles!

As a Consultant in Professional Services at Caseware, you will participate in the implementation of Caseware accounting, audit, and assurance solutions, owning delivery from initiation through go-live. You will be the primary solution expert on client engagements, translating business and regulatory requirements into scalable, best-practice Caseware configurations. You will manage senior client stakeholders, ensure delivery quality, and proactively mitigate project risks while working independently or as part of a team on engagements.

In addition, you will mentor Associate Consultants, provide solution oversight, and collaborate with Product, Support, Sales, and Engineering teams to resolve issues and improve offerings. Consultants also contribute to pre-sales activities and the continuous improvement of Professional Services methodologies and standards. The Consultant will report to the Director, Professional Services.

This is a new role.

This is a full-time, permanent position.

• Lead end-to-end implementations of Caseware accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, training and go-live support.
• Act as the primary solution authority for assigned client engagements, providing expert guidance on Caseware functionality, best practices, and accounting workflow optimization.
• Translate client business and regulatory requirements into scalable, compliant
  
  Caseware configurations, ensuring alignment with applicable accounting standards and firm methodologies.
• Manage client relationships, serving as a trusted advisor to customer stakeholders throughout the implementation lifecycle.
• Oversee project execution and delivery quality on non-enterprise projects, including scope control, risk identification, issue resolution, and adherence to timelines, budgets, and service standards.
• Collaborate cross-functionally with Product, Support, and Engineering teams to expedite issues, contribute to product feedback, and ensure successful client outcomes.
• Mentor and provide technical leadership to associate consultants and implementation team members, including knowledge sharing, solution reviews, and delivery oversight.
• Deliver client training and change management activities, enabling user adoption, process transformation, and long-term value realization from Caseware solutions.
• Support pre-sales and solution scoping activities by contributing to proposals, solution demonstrations, effort estimation, and implementation approach definition.
• Continuously improve implementation methodologies and assets, leveraging lessons learned, industry trends, and evolving Caseware capabilities to enhance service delivery effectiveness.

• 4+ years of experience in external audit, assurance, or accounting within a public accounting or professional services firm.
• Experience providing consultative advice to clients, including understanding business requirements and making recommendations.
• Comfortable using and learning accounting, audit, and financial reporting technology solutions. Prior Caseware experience is an asset but not required.

• Experience supporting software implementations, including requirements gathering, solution configuration, testing,training,and go-live support.
• Proven…