Analyst, Financial Planning & Analysis (FP&A)
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Job Location:
Monthly Salary:
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
Caseware is one of Canadas original Fintech companies having led the global audit and accounting software industry for over 30 years with more than 500000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!
The Analyst Financial Planning & Analysis (FP&A) at Caseware will be instrumental in supporting the timely and accurate production of financial reports assisting in the consolidation of actuals and forecasts across the organization and supporting financial analysis. The ideal candidate will be detail oriented and highly skilled in financial modeling and possess strong communication skills to collaborate across departments. This is a highly dynamic role where a proactive self-motivated individual that can drive continuous improvements will thrive.
This role will report to the Senior Vice President FP&A while working regularly with our Accounting Operations teams and functional leaders.
Location: This is a fully remote position located in Colombia.
Key Responsibilities:
- Reporting & Analysis:
- Assist in the preparation and distribution of recurring financial reports (weekly monthly quarterly) for senior leadership and Private Equity investors.
- Perform variance analysis against budget forecast and prior periods.
- Support the preparation of executive-level dashboards and presentations.
- Forecasting & Consolidation:
- Support the consolidation of actuals and development of forecasts (short-term and long-range) in partnership with revenue operations and business unit leads
- Ensure data accuracy and consistency across multiple inputs and sources.
- Assist in building and maintaining forecast models to support rolling forecasts and scenario planning.
- Business Partnering:
- Collaborate with various teams including FP&A Accounting and Revenue Operations to gather input validate assumptions and ensure consistency and alignment of financial data.
- Support ad-hoc analysis and financial modeling to support strategic initiatives modeling and decision-making.
- Process Improvement:
- Coordinate with the Business Intelligence team and other partners to automate and optimize reporting improving efficiency and scalability.
- Ensure documentation and standardization of financial processes where applicable.
What you will bring:
- Bachelors degree in Finance Accounting Economics or a related field.
- 3 to 5 years of experience in FP&A corporate finance or related roles.
- Experience in a multi-entity or global organization ideally a SaaS business.
- Strong analytical skills with attention to detail and accuracy.
- Expert-level Excel skills with experiencing analyzing large quantities of complex data.
- Experience with Netsuite and Salesforce a plus.
- Strong verbal and written communication skills.
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
- Self-starter with a collaborative mindset and a commitment to problem solving and continuous improvement.
- Excellent stakeholder management skills builds relationships among peers and others in the business
- Experience with data visualization tools (e.g. Power BI Tableau).
- CPA or CFA certification (or working towards one) is a plus.
- Strong English language communication and collaboration skills
Whats in it for you as a Senior Analyst FP&A at Caseware:
- Strong Brand: Join a company with a solid reputation in the accounting and audit software industry.
- Strategic Plan: Be a part of a company with a well-thought-out strategic plan and clear vision.
- Strong Executive Leadership Team: Work alongside a team of experienced executives who are seasoned in their respective fields.
- Transformational CFO: Be a part of a finance transformation led by a strong CFO.
- Builders Role: Join us as we build and grow our company this is an opportunity to build your own reputation.
- Growth Mode: Be a part of a company with strong and consistent global growth.
- International Exposure: Work on consolidation accounting for newly acquired entities gaining international exposure.
- Revenue Modeling: Revenue modelling is a focus for this team and organization.
- High Visibility: Enjoy high visibility within the company with work product supporting the CFO the whole ELT and investors - Hg Capital private equity firm.
- Impactful Role: This role will have a tremendous impact on the business and the broader company operations shaping the future of our finance organization.
Perks & Benefits
- Contrato a termino Indefinido with all the legal benefits
- Prepaid Medicine
- Life insurance and funeral assistance
- Internet allowance
- Home office stipend
- Competitive compensation above the market average
- 100% remote work environment and an excellent work-life balance
- Opportunity to work for a growing global SaaS leader company
- A culture that promotes independence innovation trust and accountability
- Open space to be creative innovative and strategize for the future
- Mentorship by highly experienced professional
- Budget for training we want you to grow
- 5 Personal Time Off days per year
- Sick Leave Top up to total 100% of salary paid by the employer from Day 3 to 90.
- Recognition Award additional paid time off in recognition of the corresponding year of service
- Upgrade vacation starting at 5 years of service
Whats 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:
Casewares cutting-edge software products are meticulously designed for accounting firms corporations and 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 Casewares core values is Many Voices One Team and with that in mind were 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 emailprotected.
Background Check:
Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well. Candidates residingin the Netherlands and Germany are excluded from undergoing background checks via
Security and Fraud:
Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @ and our open positions are always listed on reputable job boards and on our website We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer proceed with extreme caution.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
IC
Key Skills
- Direct Sales
- Administrative Skills
- Logistics Distribution
- Facilities Management
- Civil Project Management
- Asic
About Company
Accounting, audit, analytics and compliance software built by seasoned accountants. Manage your audit and financial reporting more efficiently with less risk.
