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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 talent@caseware.com.


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.   

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CEO of CaseWare
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What You Should Know About Reporting Analyst, CaseWare

Join Caseware, a pioneer in the Fintech space with over three decades of experience revolutionizing audit and accounting software, as a Reporting Analyst in our Toronto office. In this dynamic role, you will partner closely with our Chief of Staff and Executive Leadership Team to transform complex data into actionable insights that drive strategic decision-making. As a Reporting Analyst at Caseware, you will craft executive dashboards and high-impact reports to track KPIs and financial performance, ensuring our senior executives have the information they need at their fingertips. Your responsibilities will include extracting and cleaning data from various sources, conducting ad hoc analyses, and preparing presentations that articulate company performance and strategic priorities. With your keen eye for detail and strong quantitative skills, you will assess business trends and identify opportunities for growth and optimization. You'll also have the opportunity to engage in forecasting, budgeting, and planning activities, making a direct impact on how we guide our business strategy. At Caseware, we're committed to fostering a collaborative work environment and value innovative ideas. If you're a self-starter ready to make your mark in a role that blends analysis with creativity, we would love to have you on our team. This hybrid position allows you to balance in-office collaboration with remote work flexibility. Let's work together to shape the future of financial analytics!

Frequently Asked Questions (FAQs) for Reporting Analyst Role at CaseWare
What are the key responsibilities of the Reporting Analyst at Caseware?

As a Reporting Analyst at Caseware, your primary responsibilities will include developing executive dashboards, preparing high-impact reports, analyzing business performance metrics, and providing valuable insights to drive strategic decisions. You'll also collaborate with various departments to conduct ad hoc analyses that support overall company objectives.

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What qualifications are needed to apply for the Reporting Analyst position at Caseware?

To qualify for the Reporting Analyst role at Caseware, candidates should have 1-3 years of experience in an analytical role, strong quantitative skills, proficiency in Excel, and excellent attention to detail. Familiarity with tools like SQL, Tableau, or Power BI is a plus, as is a solid understanding of financial statements and SaaS metrics.

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How does Caseware support career growth for Reporting Analysts?

Caseware is dedicated to the professional development of its employees, including Reporting Analysts. With opportunities for recognition, performance bonuses, and access to innovative projects globally, team members are encouraged to grow their skills and advance their careers in a collaborative environment.

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What is the work environment like for Reporting Analysts at Caseware?

The work environment for Reporting Analysts at Caseware is collaborative and innovative. You will be supported by a diverse team where ideas are valued, and you will have the opportunity to work in a hybrid model, allowing flexibility to balance remote work with in-office collaboration.

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What is the hiring process for the Reporting Analyst position at Caseware?

The hiring process for the Reporting Analyst role at Caseware includes submitting an application, followed by interviews that assess your analytical skills, cultural fit, and technical knowledge. Successful candidates will undergo a background check before being offered a position.

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Common Interview Questions for Reporting Analyst
Can you describe your experience with data analysis tools relevant to the Reporting Analyst role?

When answering this question, focus on specific tools you have used, such as Excel, SQL, or Tableau. Highlight projects where you extracted insights from data and how those analyses impacted strategic decisions.

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How do you ensure accuracy in your reports and analyses?

Explain your attention to detail by discussing your process for cross-verifying data, using methods such as peer reviews or validation checks. Stress the importance of accuracy when presenting data to senior leadership.

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Describe a time when you had to analyze complex data to make recommendations.

Provide a STAR (Situation, Task, Action, Result) response. Discuss the complexity of the data, the steps you took to analyze it, and the clear recommendations you made based on your findings and how they were received.

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What are some key performance indicators (KPIs) you have worked with in the past?

Share examples of KPIs relevant to your previous roles, explaining how they were measured and their significance in driving business strategies. This will show your familiarity with performance metrics.

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How have you managed tight deadlines while delivering high-quality reports?

Discuss your time management strategies, such as prioritization methods and planning steps. Provide an example where you successfully met a deadline without compromising quality, emphasizing your organizational skills.

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What approaches do you use to communicate technical findings to non-technical stakeholders?

Highlight your ability to simplify complex data into understandable formats, such as using visuals or analogies. Emphasize the importance of tailoring your communication style to your audience.

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Can you provide an example of a trend you identified through data analysis and how it influenced decision-making?

Use an example where you detected a trend impacting business performance and describe how you presented your insights to leadership, leading to actionable changes within the company.

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How do you handle conflicting data from different sources?

Explain your approach to validating data by cross-referencing with reliable sources. Discuss how you decide which data sets to trust based on their accuracy and reliability.

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What motivates you to excel in an analytical role at Caseware?

Discuss your passion for data and analytics, your desire to contribute to strategic decisions, and how Caseware's innovative environment aligns with your career goals.

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Where do you see yourself in 3-5 years as a Reporting Analyst?

Convey your ambition by discussing your goals for advancing your analytical skills, potential leadership roles you may aspire to within Caseware, and your commitment to contributing meaningfully to the company’s success.

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If your company is having a bad case of messy accounting, CaseWare International might be the answer. The company's accounting and auditing software applications include CaseWare Time (time and billing, accounts receivable, and practice management...

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Full-time, hybrid
DATE POSTED
April 5, 2025

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