Consultant, Professional Services

Caseware is a leading Fintech company specializing in audit and accounting software, with a global presence and a strong reputation in the industry. They are seeking a Consultant in Professional Services to lead implementation projects, provide expert guidance, and collaborate across teams.

Location: Remote (US)

Responsibilities

• Lead end-to-end implementations of Caseware accounting and assurance solutions, including requirements gathering, solution design, configuration, testing, training 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 Caseware 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 escalate 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.

Requirements

• 4+ years of experience in external audit, assurance, or accounting within a public accounting or professional services firm.
• Experience providing consultative advice to clients, including understanding business requirements and making recommendations.
• Comfortable using and learning accounting, audit, and financial reporting technology solutions. Prior Caseware experience is an asset but not required.
• Experience supporting software implementations, including requirements gathering, solution configuration, testing, training, and go-live support.
• Proven ability to manage client stakeholders and act as a trusted advisor throughout client engagements.
• Experience owning delivery outcomes, including scope, quality, risk, and timelines, with minimal oversight.
• Excellent communication, facilitation, and documentation skills in a professional services environment.
• Ability to mentor and contribute to team capability development.

Benefits

• Innovation in accounting and financial reporting technology.
• Collaborative and inclusive work culture.
• Flexible work options, remote opportunities, and generous time-off policies.
• Competitive salary and comprehensive benefits including health insurance and retirement plans.
• Impactful work that influences client financial processes.
• Recognition programs, performance bonuses, and career growth opportunities.
• Global project opportunities and diverse team collaboration.

Additional Information

• This is a full-time, permanent, remote position open to candidates in the United States.
• Candidates must be willing to work Eastern Time Zone hours.
• Caseware values diversity and inclusion, welcoming candidates of all backgrounds.
• Candidates will undergo background checks through Certn.co, except in the Netherlands and Germany.
• All communication from Caseware will come from @caseware.com email addresses, and they will never ask for payment or financial information.