Reporting Analyst

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 LinkedIn profiles!

We are seeking a highly motivated and detail-oriented Reporting Analyst to join our Executive Office at Caseware, a leading SaaS organization. As a Reporting Analyst, you will play a critical role in analyzing and presenting business performance insights to support strategic decision-making at the executive level. 

You will work closely with the Chief of Staff and Executive Leadership Team to analyze key business performance metrics, develop executive reports, and provide data-driven insights that guide Caseware’s strategic direction. 

❗This is a full-time, permanent position. 

📍 Location: 

This is a hybrid role, requiring the successful candidate to work 3days a week in our Toronto office located at 351 King Street East, Toronto, Ontario

Talent Partner 

Contact Aruba Iqbal – Team Lead, Talent Partner 

What you will be doing:

• Develop executive dashboards, reports, and presentations to track strategic initiatives, KPIs, and financial performance. 
• Extract, clean, and analyze data from multiple sources (ERP, CRM, BI tools) to provide meaningful insights to leadership. 
• Conduct ad hoc analyses to support decision-making across departments. 
• Assess company-wide performance against strategic priorities and identify trends, risks, and opportunities. 
• Support leadership in roadmap planning and prioritization through data-driven insights. 
• Prepare high-impact executive reports and board-level presentations. 
• Translate complex data into concise, actionable recommendations for senior leadership. 
• Assist in forecasting, budgeting, and business planning processes. 
• Provide insights on operational efficiency and cost optimization. 

What you will bring:

• 1-3 years of experience in an analytical role (Consulting, Investment Banking, Corporate Strategy, FP&A, Business Intelligence, or similar). 
• Strong quantitative skills – comfortable working with large datasets, analyzing financial models, and distilling key insights. 
• Proficiency in Excel and PowerPoint (Bonus: SQL, Tableau, Power BI, Google Looker, or other BI tools). 
• Exceptional attention to detail – you ensure numbers are correct and insights are reliable. 
• Ability to synthesize complex information into clear, concise, and visually appealing presentations. 
• Self-starter with intellectual curiosity – you thrive in fast-paced environments and proactively identify ways to add value. 
• Strong business acumen – you understand financial statements, key SaaS metrics, and strategic planning fundamentals. 
• Great communicator – you can explain technical findings in a way that executives and non-technical stakeholders understand. 
• Highly organized and deadline-driven – you can manage multiple priorities efficiently. 

What's in it for you:

▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions. 

▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team. 

▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance. 

▪️We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans. 

▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success. 

▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth. 

▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team. 

About Caseware:

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [email protected].

Background Check:

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co 

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.