caseware - Consultant, Professional Services

• 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. • Experience (must meet one of the following): • 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. • Additional Required Experience & Skills: • 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.