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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in US and Canadian assurance and financial reporting standards, with a strong focus on developing and implementing methodology and content strategies. Proven ability to mentor professionals and manage supplier relationships while ensuring compliance with regulatory standards.
Highest-signal resume keywords
Professional Accounting Designation (US CPA, Canadian CPA, CA)7+ Years Experience in Audit or Standards-SettingDeep Knowledge of Assurance and Financial Reporting StandardsExperience Implementing Content into Software ProductsExperience Applying AI to Content Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Assurance StandardsFinancial Reporting StandardsEngagement MethodologyDocumentation StandardsQuality Assessment of MethodologyAudit Software ImplementationWorkflow AutomationAI-Assisted Content DevelopmentResearch and AnalysisContent Development
Soft Skills
Critical ThinkingCommunication SkillsAttention to DetailMentoringAnalytical Mindset
Tools & Technologies
Digital Audit ToolsAI WorkflowsContent Management SystemsCloud SolutionsSupplier Management Tools
Certifications & Qualifications
US CPACanadian CPACA
Industry Keywords
GAGASUniform GuidancePCAOBCPABCanadian Public Sector Standards
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Own methodology and content for assigned North American assurance and reporting solutions across audit, review, compilation, and financial statement presentation and disclosure
- Act as subject matter expert on US and Canadian assurance and financial reporting standards
- Translate methodology and content strategy into solution plans and priorities
- Recommend methodology and content to develop, acquire, or retire, including sourcing trade-offs
- Analyze methodology and content investment decisions and required resources
- Develop methodology in-house or procure it from third parties
- Own quality of internally developed methodology and keep it current as standards change
- Maintain traceability to standards and authoritative guidance
- Source content, guidance, and standards across desktop and Cloud
- Support negotiation and management of supplier relationships
- Track procurement lead times and maintain licensed-content register
- Identify and escalate intellectual-property risks
- Oversee implementation of methodology and content into products
- Work with Product and Engineering to translate standards into product features, specifications, and workflows
- Manage content release schedules and dependencies
- Apply acceptance criteria and sign off implemented content
- Track and resolve content defects and gaps
- Use AI-assisted workflows for content development and establish quality standards for AI-assisted content
- Set direction for agentic AI in customer workflows
- Advise internal teams on regulatory developments and standards changes
- Support Product, Professional Services, Sales, customers, and partners on methodology matters
- Support user research, product validation, and customer feedback loops
- Provide training and technical insight
- Represent Caseware to standard-setting, professional accountancy, and industry bodies
- Contribute to industry speaking programs and thought leadership
- Maintain regulatory and standard-setting relationships
- Align priorities with US and Canadian solution leads
- Mentor content authors and subject-matter experts
- Report to the Director, Methodology and Content
Requirements
What you’ll need- Professional accounting designation (US CPA, Canadian CPA, CA, or equivalent)
- 7+ years of experience in audit or standards-setting, with time at Manager level or above in public practice or an audit-regulated environment
- Deep knowledge of assurance and financial reporting standards across North American frameworks; depth in one market with working knowledge of the other acceptable
- Familiarity with GAGAS, Uniform Guidance single audits, GASB, or Canadian public sector standards is an asset
- Experience developing methodology and assessing its quality
- Knowledge of engagement methodology, documentation standards, and requirements under regulatory inspection and practice review, including PCAOB and CPAB
- Experience working with externally sourced professional content, guidance, or standards
- Working knowledge of IP and licensing terms
- Experience implementing content into software products, audit software, digital audit tools, or workflow automation projects
- Experience applying AI to content development, or a clear appetite to do so
- Excellent critical thinking skills, including safely leveraging AI outputs
- Strong research skills and ability to synthesize and interpret diverse information sources
- Excellent communication skills for explaining complex audit concepts to technical and non-technical audiences
- Strong analytical mindset, attention to detail, and ability to prioritize competing demands
- Experience mentoring or reviewing other professionals
Benefits
Comp & perks- Flexible work options
- Remote opportunities
- Generous time-off policies
- Competitive salary
- Health insurance
- Retirement plans
- Recognition programs
- Performance bonuses
- Opportunities for career growth
- International projects
- Collaboration with a diverse, global team