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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting solutions, including knowledge of US GAAP and Canadian reporting frameworks. Capable of defining product strategy, managing roadmaps, and ensuring compliance with industry standards while collaborating effectively across teams.
Highest-signal resume keywords
CPA (US Or Canada)Financial Reporting ExperienceUS GAAP KnowledgeRoadmap ManagementRisk Identification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Statement PreparationRequirements DefinitionStandards InterpretationQuality Standards SettingBusiness Case Development
Soft Skills
Clear CommunicationSelf-MotivatedResults OrientedInitiative TakingCollaboration
Tools & Technologies
Agentic AIGo-To-Market Strategies
Certifications & Qualifications
CPA (US Or Canada)
Industry Keywords
ASPEASNPOIFRSStandards CompliancePublic Accounting
About the role
Key responsibilities & impact- Own the product strategy for Caseware's North American financial reporting solutions
- Define what should be built, for whom, and the opportunity addressed
- Own the roadmap, sequencing, and shipping requirements
- Define requirements, scope, and success measures for roadmap items
- Work through delivery teams to build roadmap items
- Identify and escalate delivery risks
- Contribute business cases for portfolio decisions and build, buy, or partner decisions
- Report roadmap status and product performance to senior leadership
- Set the direction for agentic AI in customer workflows
- Use AI to inform strategy, define specifications, and prototype or validate ideas with customers
- Apply knowledge of US GAAP, ASPE, ASNPO, and IFRS as adopted in Canada
- Interpret standards changes and incorporate them into the roadmap
- Engage with accounting firms and bring customer insights into the roadmap
- Represent the product with advisory groups, standard-setters, and industry bodies
- Ensure standards compliance before product release
- Set quality standards for financial reporting solutions
- Collaborate with go-to-market teams on positioning, launch, enablement, and market success
- Provide product input into pricing and packaging
Requirements
What you’ll need- A CPA (US or Canada) in good standing is strongly preferred; equivalent depth in financial statement preparation and disclosure will be considered
- 7+ years across financial reporting or public accounting experience
- Working knowledge of US GAAP and at least one Canadian reporting framework
- Ability to read and interpret future standards
- Experience delivering through teams you do not manage
- Ability to define requirements that engineering and content teams can build from
- Experience prioritizing and planning across competing demands
- Ability to surface risk early
- Ability to present priorities and supporting evidence to a senior audience
- Experience working with sales, customer success, and marketing on go-to-market, adoption, and retention
- Self-motivated to stay current with professional standards and changes in the accounting profession
- Results oriented and willing to take initiative
- Self-starter who works effectively without daily supervision
- Clear communication with colleagues across teams
Benefits
Comp & perks- Flexible work options and remote opportunities
- Generous time-off policies
- Competitive compensation
- Health insurance
- Retirement plans
- Recognition programs
- Performance bonuses
- Opportunities for career growth
- International projects
- Collaboration with a diverse, global team