The Role
Supports the Chief of Staff and executive team on enterprise strategy, AI transformation, investment decisions, and cross-functional initiatives. Leads analytical modeling, market and competitive research, executive reporting, KPI dashboards, and business cases. Establishes governance, milestones, metrics, and accountability while monitoring risks and execution. Partners with leaders across finance, product, R&D, sales, marketing, operations, customer success, and people teams to translate strategic priorities into measurable outcomes.
Summary Generated by Built In
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’re hiring a Manager, Strategy and Transformation to join our Strategy team, reporting directly to the Chief of Staff and working closely with the Executive Leadership Team (ELT).
This is a high-impact, high-visibility role at the centre of Caseware’s strategic evolution that will be involved in advancing key strategic initiatives, leading data-driven analyses, and monitoring execution against goals. You’ll combine strong business acumen, analytical horsepower, and structured problem-solving to help design, execute, and track the company’s most important cross-functional efforts.
❗This is a full-time, permanent position.
❗This is an existing vacancy.
📍 Location:
Candidates based in the Greater Toronto Area (GTA) are preferred and will work on a hybrid basis from our Toronto office. Remote arrangements may be considered for candidates outside the GTA.
What you will be doing:
- Support the Chief of Staff and Executive Leadership Team to advance 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 clear, 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, proactively surfacing 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.
What you will bring:
- Bachelor’s degree in Business, Finance, Economics, or a related field.
- 3–6 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, with 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.
- An AI-forward approach to work, with experience using AI tools to accelerate research, analysis, synthesis, and content development—while applying strong judgment to validate outputs and identify opportunities to improve how work gets done.
- Advanced proficiency in Excel and PowerPoint; familiarity with data and reporting tools such as SQL and Tableau is an asset.
- Highly resourceful, organized, and adaptable, with the professional maturity and discretion to manage multiple priorities and confidential matters in a fast-paced environment.
Why join the Office of CEO:
- Executive exposure: Support the CEO, Chief of Staff, and execution leadership team, gaining firsthand exposure to enterprise strategy and executive decision-making.
- Strategic ownership: Lead high-priority initiatives spanning AI transformation, go-to-market acceleration, strategic planning, and operational performance.
- AI-forward experience: Help shape how Caseware applies AI across its products and operations—and use emerging AI tools to rethink how strategic work, analysis, and execution get done.
- Cross-functional and global impact: Work at the intersection of Strategy, Finance, People Operations, R&D and GTM, collaborating with leaders and teams across Caseware’s global business.
- Accelerated learning and growth: Learn alongside experienced leaders from consulting, finance, and technology, while building skills in strategy, analytics, executive communication, and program leadership.
Salary Range
The annual base salary for this position is between $125,000 CAD and $145,000 CAD per year.
This role is also eligible for discretionary bonus and/or commission, as well as other benefits. Actual pay within the listed range will be determined based on factors such as transferable skills, relevant experience, market conditions, and primary work location. The posted range is subject to change and may be updated periodically
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].
AI Usage:
The recruitment process may use AI assisted tools but not for candidate screening or assessment. All final hiring decisions are made by humans to ensure fairness, transparency, and oversight.
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.
Skills Required
- Bachelor's degree in Business, Finance, Economics, or a related field
- 3-6 years of experience in management consulting, investment banking, corporate strategy, or a comparable analytical strategic role
- Strong analytical and financial acumen, including experience with complex datasets, models, research, and software metrics
- Experience driving complex, cross-functional programs and influencing senior stakeholders without direct authority
- Ability to navigate ambiguity and translate complex issues into clear recommendations and actionable plans
- Excellent written and verbal communication skills, including executive- and board-ready materials
- Experience using AI tools for research, analysis, synthesis, and content development
- Advanced proficiency in Excel and PowerPoint
- Familiarity with SQL and Tableau
- Resourcefulness, organization, adaptability, professional maturity, and discretion
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The Company
What We Do
Caseware is the leading global provider of cloud-enabled audit, financial reporting and data analytics solutions for accounting firms, corporations and government regulators. Caseware’s innovative tools and platforms help more than half a million customers in 130 countries work smarter, dig deeper and see further as they transform insights into impact.
