About the Role Caseware is one of Canada's original Fintech companies, leading the global audit and accounting software industry for over 30 years with more than 500,000 users across 130 countries. As a Consultant in Professional Services at Caseware, you will implement Caseware accounting, audit, and assurance solutions, owning delivery from initiation through go-live. You will be the primary solution expert on client engagements, translating business and regulatory requirements into scalable, best‑practice Caseware configurations, managing senior client stakeholders, and ensuring delivery quality. Key Details This is a new role. This is a full time, permanent position. Responsibilities Lead end-to-end implementations of Caseware accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, and go-live support. Act as the primary solution authority for assigned client engagements, providing expert guidance on Caseware functionality, best practices, and accounting workflow optimization. Translate client business and regulatory requirements into scalable, compliant configurations, ensuring alignment with applicable accounting standards and firm methodologies. Manage client relationships,



serving as a trusted advisor to customer stakeholders throughout the implementation lifecycle. Oversee project execution and delivery quality on non-enterprise projects, including scope control, risk identification, issue resolution, and adherence to timelines, budgets, and service standards. Collaborate cross-functionally with Product, Support, and Engineering teams to elevate issues, contribute to product feedback, and ensure successful client outcomes. Mentor and provide technical leadership to associate consultants and implementation team members, including knowledge sharing, solution reviews, and delivery oversight. Deliver client training and change management activities, enabling user adoption, process transformation, and long-term value realization from Caseware solutions. Support pre-sales and solution scoping activities by contributing to proposals, solution demonstrations, effort estimation, and implementation approach definition. Continuously improve implementation methodologies and assets, leveraging lessons learned, industry trends, and evolving Caseware capabilities to enhance service delivery effectiveness. Qualifications Experience (must meet one of the following) At least 5 years’ experience in a customer-facing role (e.G., customer success,

📌 Consultant, Professional Services (Toronto)
🏢 Medium
📍 Toronto