Caseware · 23 hours ago
Director of Business Intelligence & Strategic Finance
United States
Full-time
Remote
Director/Executive
8+ years expCaseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years. They are seeking a Director of Business Intelligence & Strategic Finance to lead the company's reporting and analytics efforts, focusing on commercial performance and strategic finance.
AccountingInformation TechnologySoftwareSoftware Engineering
Responsibilities
Own the end-to-end definition, calculation, and reporting of ARR and bookings across the organization
Establish clear, consistent, and auditable metrics and definitions aligned with executive, finance, and sales stakeholders
Partner with Accounting, RevOps, and Sales to ensure accuracy, consistency, and alignment across systems and reporting
Lead the design and build-out of scalable reporting infrastructure, dashboards, and data models to support commercial and financial insights
Improve data quality, automation, and reliability across core business intelligence workflows
Evaluate and optimize BI tools, data sources, and processes to support a growing SaaS business
Serve as a key advisor to the C-suite, providing clear, concise, and insightful analysis on performance, trends, risks, and opportunities
Prepare and deliver executive-level reporting and presentations for leadership meetings, board materials, and strategic planning
Partner closely with Sales Leadership to provide forward-looking insights on pipeline, bookings, growth drivers, and performance against targets
Support strategic planning, forecasting, and long-range growth initiatives with data-driven insights
Identify opportunities to improve revenue performance, operational efficiency, and go-to-market effectiveness
Act as a thought leader in establishing best practices for SaaS metrics, reporting, and performance management
Lead, mentor, and develop team members within Business Intelligence and Strategic Finance
Collaborate cross-functionally with Finance, Sales, RevOps, Product, and IT to align data and reporting with business priorities
Drive a culture of accountability, clarity, and analytical rigor
Qualification
Required
8–12+ years of experience in strategic finance, business intelligence, FP&A, or related roles, preferably within a SaaS or subscription-based business
Deep expertise in SaaS metrics, including ARR, bookings, pipeline, churn, expansion, and revenue forecasting
Proven experience building and scaling reporting infrastructure and executive dashboards
Strong executive presence with the ability to communicate complex concepts clearly to senior leaders
Advanced analytical skills with experience using BI and data visualization tools (e.g., Looker, Tableau, Power BI) and working with large datasets
Experience supporting Sales and Go-To-Market organizations in a high-growth environment
Background partnering with accounting on revenue recognition and metric alignment
Prior experience in a PE-backed or rapidly scaling software company
People leadership experience with a track record of developing high-performing teams
Benefits
Health insurance
Retirement plans
Recognition programs
Performance bonuses
Company
Caseware
CaseWare helps accounting firms, governments and corporations manage audit and financial reporting processes efficiently and with less risk.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Hg
2020-10-27Private Equity
Leadership Team
Danielle Supkis Cheek
SVP, AI, Analytics, and Assurance
Recent News
2025-12-12
Company data provided by crunchbase