Manager, FP&A

Toronto, Canada /
Finance – Financial Planning & Analysis /
Full Time - Permanent
/ Hybrid
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!

As the Manager, Financial Planning & Analysis (FP&A) at Caseware, you will be responsible for supporting various budget owners/executives from a planning and reporting perspective. In addition, in this individual contributor role, you will be working closely with internal business units to consolidate total Global Caseware entities. Our ideal candidate is a CPA with experience in Consolidation reporting, and creating Executive decks and has the ability to operate at a higher altitude while communicating the story of our financial results and outlook and has advanced Excel skills. This is a highly dynamic role where a proactive, self-motivated individual that can drive continuous improvement and take full ownership of their responsibilities will thrive. 

❗Canadian CPA is a hard requirement for this role.
❗Please note, that this role is hybrid. The successful candidate will be working from the office 3 days a week - Tue/Wed/Th. The head office is located at 351 King St E., Toronto, ON

This role will report to the Director, FP&A while working regularly with our Accounting, Operations teams, and functional leaders.
Phyllis Cheng - Director, FP&A

Chengeer Lee - Senior Talent Acquisition Partner

Budget, Reporting, Forecasting:

    • Consolidate annual budget and monthly forecast cycle while ensuring models are up-to-date and accurate
    • Produce consolidated key KPI metrics  and assist in the development of standardized reporting templates
    • Build budgets and rolling forecasts through robust predictive modelling based on metrics specific to business needs including interdependencies
    • Development of departmental, corporate and executive dashboards
    • Act as a key point of contact and develop strong partnerships with internal stakeholders, as well as facilitate improvements in their experiences with critical processes (budget, forecast, month end, etc.).
    • Support annual planning process as a key member of the Planning Team
    • Identify and research variances to forecast, budget, and prior-year results, proactively identifying opportunities for improvement.
    • Improve processes to lessen manual reports and work with peers to ensure the right data is being tracked.
    • Scale reporting to reflect evolving needs of the business/parent company


    • Actively monitor performance; proactively communicate results and potential risks to the business
    • Conduct actual vs. forecast/budget financial variance analysis on monthly basis with meaningful insights to management to support decision-making, help understand financial implications of the rolling forecast, and enable business partners to manage their respective budgets
    • Take the initiative and ownership to identify areas of opportunity/improvement with data-driven commentary and recommendations


    • Broader work or accountabilities may be assigned as needed.
    • Proactively look for innovation in existing processes and work with peers to continuously improve FP&A team operational efficiency and effectiveness

What you will bring:

    • 5 to 7 years of FP&A experience and holds a CPA designation
    • Experience in consolidation reporting is a must
    • Growth mindset and proven track record of execution
    • Expert-level MS Excel skills, with experience analyzing large quantities of complex data
    • Works independently and regularly handles non-routine situations.
    • Excellent communication skills – presenting the appropriate level of detail for decision-making, catered to the audience
    • Attention to detail and high level of diligence
    • Ability to excel in a fast-paced, changing environment
    • Exercises judgment to identify, diagnose, and solve problems within given rules
    • Excellent stakeholder management skills – build relationships among peers and others in the business and become a valuable business partner
    • Driven by outcomes, with an ability to meet challenging deadlines and changing requirements
    • Exercises judgment to identify, diagnose, and solve problems within given rules
    • Prior experience working with Netsuite and Salesforce is considered an asset
    • Prior experience in Tableau is considered an asset
What's in it for you as a Manager, FP&A at Caseware:

1. Strong Brand: Join a company with a solid reputation in the accounting and audit software industry.
2. Strategic Plan: Be a part of a company with a well-thought-out 5-year strategic plan, which is already 2 years in the making.
3. Strong Executive Leadership Team: Work alongside a team of experienced executives, who are seasoned in their respective fields.
4. Transformational CFO: Be a part of a finance transformation led by a strong CFO.
5. Builder's Role: Join us as we build and grow our company, this is an opportunity to build your own reputation.
6. Growth Mode: Be a part of a company that has already tripled in size in the past 17 months.
7. Acquisitions: Be part of a company that is growing through acquisitions - with 6 acquisitions in the past 17 months.
8. Global Growth: Be involved in driving the company's global growth.
9. International Exposure: Work on consolidation accounting for newly acquired entities, gaining international exposure.
10. Revenue Modeling: The main mandate is to focus on revenue modelling for the whole organization.
11. High Visibility: Enjoy high visibility within the company, working closely with the CFO, the whole ELT, and investors - Hg Capital private equity firm.
12. Impactful Role: This role will create a tremendous impact on the business and the whole landscape of company operations, impacting the future of our finance organization.

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

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.