Chief of Staff

Chief of Staff (CoS)

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 Caseware continues to grow and evolve, so do the needs of our Executive team. We’re looking to hire a Chief of Staff (CoS) to work directly with our CEO, Dave Osborne, and the Caseware Executive team. You'll support the Executive team to ensure the quality and timeliness of key reporting and meetings with our Board of Directors and senior leadership across our global business. This role will also include direct day-to-day support of the Executive team in alignment with broader collaboration responsibilities. ❗ In this role, you will be reporting directly to the CEO, with direct support for the Chief Commercial Officer and Chief Finance Officer. ❗ This role is open to two locations:

• Primary: Remote in Boston 🇺🇸
• Secondary: Hybrid 3 days in Toronto 🇨🇦

Contact: Chengeer Lee - Principal Talent Acquisition Partner & Coach chengeer.lee@caseware.com

Responsibilities

• Understand the Divisional priorities of the ELT and effectively communicate with the CEO and ELT as applicable and in alignment with CEO priorities.
• Acts as the liaison between CEO and ELT and stakeholders to ensure consistent communication and involvement or decision-making as applicable.
• Represents the CEO as a proxy, in meetings with internal stakeholders as directed by CEO
• Document and communicate M&A integration planning, to close collaboration with the Corporate Development team, to enable cross-functional teams to track and communicate progress to the ELT regularly.
• Build trust among the ELT by establishing new (and improving existing) systems and processes as you proactively become familiar with the ELT and organization
• Assist with and manage ad hoc projects and events for the ELT as required.
• Operate at a tactical, strategic, and operational level, handling the oversight of projects that do not neatly fit within the organizational chart or that fall between departments or leadership areas of responsibility

Requirements

• 2-4+ years in management consulting role or relevant work experience (e.g. Bain, BCG, McKinsey, Kearney)
• Highly organized and detail-oriented; able to prioritize complex projects and competing priorities
• Demonstrated strong scheduling, prioritization and travel coordination experience
• Proficiency with Google and Microsoft suite of office applications (Word, Docs, Sheets, Excel, etc) and ability to deliver polished presentations with minimal guidance
• Effective communication and collaboration with stakeholders at all levels of an organization and complete confidentiality, discretion and trustworthiness on all business matters
• Have a Bachelor's degree and preference to those who have completed an MBA (or equivalent certifications)

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 careers@caseware.com. 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.