Chief of Staff

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!

As Caseware continues to grow and evolve, so does the needs of our Executive team. We’re looking to hire a Chief of Staff to work directly with our CEO and the Executive team as a trusted strategic advisor. You'll work across the entire business, promoting collaboration and communication between all divisions with a focus on ensuring the quality and timeliness of the execution of our strategic priorities.

In this role, you will be reporting directly to the CEO and working closely with the executive leadership team and senior leadership team.

This role is hybrid/remote and is open to Greater Toronto or Boston Area residents. This role will require business travel.

Key Priority: Your key priority is to ensure our leadership executes on the strategic priorities designed in partnership with our investors, Hg Capital. This is truly a high impact position. Effectively executing and delivering will result in considerable growth of the business and overall enterprise value.

Talent Partner overseeing the role:

Aruba Iqbal - Team Lead Talent Partner

What you'll be doing:

• Act as an extension of our CEO, David Osborne, in meetings, while working closely with the leadership team(s) to ensure priorities are optimized and operational targets are being met.
• Prepare the CEO and leadership team in advance of critical internal and external meetings.
• Part of the Senior Leadership Team (SLT), ensuring there are clear deliverables, effective communication and redirecting focus in alignment with executive team where necessary to achieve success.
• Report on roadmap prioritization and progress to ensure key milestones and metrics are reported, tracked and reviewed appropriately.
• Part of the M&A team, working pre and post acquisitions. Manage these critical investments by creating integration plans and ensuring these are well planned, communicated and completed cross-functionally.
• Building and presenting executive presentations for internal and external stakeholders, as applicable.
• Build trust amongst all the executive leaders and act as advisor on key issues, productivity and suggest ways to optimize overall operations.
• Actively involved in key client meetings, BoD meetings and internal strategic planning meetings, occasionally acting as an extension of CEO when he can’t be present.
• If applicable, working with data room to manage internal documents.

What you will bring:

• Have at least 4-5 years of experience as management consultant or relevant work experience followed by;
• Preferred: 3+ years within an organization focused on strategy, operations and finance.
• Preference for an MBA or the relevant business experience.
• Have experience working with the executive and board levels for tech/software companies, or related experience.
• Have experience with due diligence through mergers and acquisitions, to include integrations.
• Demonstrated ability in gathering, analyzing and presenting financial plans and forecasts.
• Are detail-oriented and have an eye toward polished business modelling and strong communication and presentation skills.
• Demonstrate a high sense of maturity and urgency and can prioritize effectively.
• Set examples of ethics, our company values and respect confidentiality.

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 careers@caseware.com.

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.

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