Data & Reporting Analyst
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Posted on:
Yesterday
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!
We are seeking an entry-level Data & Reporting QA Analyst to support Revenue Operations team by ensuring the accuracy consistency and reliability of Salesforce-driven Tableau reporting. This role plays a critical part in maintaining trust in sales performance pipeline and revenue insights used by Sales Finance and GTM leadership.
The QA Analyst will validate that Tableau dashboards correctly represent Salesforce sales activities pipeline movements and revenue signals. This includes identifying reporting issues as well as underlying Salesforce data quality problems that can impact forecasting attainment analysis and go-to-market decision-making.
What will you do:
- Perform quality assurance on Tableau dashboards and reports used for Sales Ops and RevOps decision-making
- Validate that Tableau outputs accurately reflect Salesforce pipeline opportunity account and activity data
- Document QA findings validation logic and recurring data issues to improve reporting standards and processes
- Ensure reports align with defined sales processes GTM rules and RevOps metrics (e.g. pipeline stages bookings attribution)
- Identify discrepancies between Salesforce records and Tableau reporting and determine root cause (report logic vs. CRM data quality)
- Partner with Sales Ops RevOps Analytics and BI teams to resolve reporting and data issues
- Perform data reconciliation using Salesforce exports Tableau data sources and Excel
- Break down complex sales reporting issues into smaller testable components to isolate errors
- Support the ongoing accuracy of pipeline reviews forecasting attainment tracking and performance dashboards
What you will bring:
- Comfort working with Tableau particularly reading validating and interpreting dashboards and metrics
- Working knowledge of Salesforce (CRM) including core sales objects such as Leads Accounts Opportunities and Activities
- Strong Excel skills including VLOOKUP/XLOOKUP IF statements COUNTIF SUMIFS filtering pivoting and working with large datasets
- Strong analytical and abstract thinking skills especially in understanding how sales processes translate into data
- Ability to work with large and complex datasets and identify inconsistencies or anomalies
- Foundational understanding of SaaS sales models including pipeline bookings ARR renewals upsell and churn
- Strong sense of accountability and ownership over data accuracy and reporting integrity
- Ability to work independently while seeking guidance and prioritizing work based on business needs
- Willingness to challenge data that appears incorrect and investigate beyond surface-level explanations
- Comfort supporting forecasting pipeline hygiene and GTM performance analysis through accurate reporting
- Clear communicator who can explain data issues to both technical and business stakeholders
- Exposure to Sales Operations Revenue Operations or Business Analytics roles
- Familiarity with sales forecasting concepts or pipeline management
Nice to Have (Not Required)
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.
Required Experience:
IC
Key Skills
- Cognos
- Microsoft Access
- SQL
- Crystal Reports
- Financial Report Writing
- Power BI
- Pivot tables
- ssrs
- Tableau
- Regulatory Reporting
- SAS
- Data Analysis Skills
About Company
Accounting, audit, analytics and compliance software built by seasoned accountants. Manage your audit and financial reporting more efficiently with less risk.
