Consultant – Professional Services
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Job Description
Professional Services Consultant implementing Caseware accounting, audit, and assurance software for global clients. Leading solution design, delivery, training, and client stakeholder management.
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 aligned with applicable accounting standards and firm methodologies
- Manage client relationships and serve 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 with Product, Support, and Engineering teams to escalate issues, contribute product feedback, and ensure successful client outcomes
- Mentor and provide technical leadership to associate consultants and implementation team members
- Deliver client training and change management activities to enable user adoption, process transformation, and long-term value realization
- Support pre-sales and solution scoping through proposals, solution demonstrations, effort estimation, and implementation approach definition
- Continuously improve implementation methodologies and assets
- Report to the Director, Professional Services
Requirements:
- 4+ years of experience in external audit, assurance, or accounting within a public accounting or professional services firm, or equivalent qualifying experience listed in the posting
- 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
- Successful offer recipients must complete a background check, except candidates residing in the Netherlands and Germany
Benefits:
- Discretionary bonus and/or commission
- Flexible work options
- Remote opportunities
- Generous time-off policies
- Health insurance
- Retirement plans
- Recognition programs
- Performance bonuses
- Opportunities for career growth
- International projects
- Collaboration with a diverse, global team
- Accommodation support during the application or interview process
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