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Added 11 mins ago
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Personal Banker Trainee - 37.5h
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Montreal, QC
- Full-time
Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
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Personal Banker Trainee
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Caseware

Senior Methodology and Content Manager

Toronto, ON, Canada

$130,000 to $150,000 CAD / year · Full-time

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Job details

Pay: $130,000 to $150,000 CAD / year
Job type: Full-time
Experience: 7+ years of experience in audit or standards-setting, with time at Manager level or above in public practice or an audit-regulatored environment.
Posting language: English
Posted: Oct 26, 2026

Original job description

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 Senior Methodology and Content Manager, you will own the methodology and content for assigned North American assurance and reporting solutions, develop it in house or procure it from third parties, and oversee its implementation into the products.

You will also advise internal teams on regulatory developments that affect product development, support customer and partner conversations on methodology and content, and contribute to how Caseware is represented externally on these matters.

The role reports to the Director, Methodology and Content.

This is a Full-time permanent position

\nWhat you will be doing:

Methodology and Content

Own the methodology and content for assigned North American assurance and reporting solutions, across audit, review, compilation, and financial statement presentation and disclosure.

Act as an in-house subject matter expert on North American assurance and financial reporting standards, across US frameworks (PCAOB standards, AICPA GAAS, SSARS and attestation standards, SEC reporting requirements, US GAAP) and Canadian frameworks (CPA Canada Handbook, including CAS, CSRE, CSRS, ASPE, and IFRS as adopted in Canada).

Translate the methodology and content strategy into a plan for your solutions, and sequence it against solution priorities.

Recommend what methodology and content is developed, acquired, or retired, and set out the trade-offs between sourcing externally and developing in house, based on cost, control, timeline, and quality.

Provide the analysis behind methodology and content investment decisions in your scope, and the resourcing they require.

Methodology Development and Sourcing

Develop methodology in house or procure it from third parties, according to the sourcing decision for each area.

Own the quality of methodology developed in house.

Keep methodology current as standards change, on a published cycle.

Maintain traceability from methodology and content to the standards and authoritative guidance it implements.

Content Procurement and Intellectual Property

Source content, authoritative guidance, and standards for your solutions, across desktop and Cloud.

Support the Director in negotiating and managing relationships with regulatory bodies, professional accountancy organizsations, publishers, and other content suppliers.

Track procurement lead times so content availability does not delay solution releases.

Maintain the register of licensed content in your scope, covering terms, obligations, renewal dates, and permitted uses.

Identify IP risk before content enters a product and escalate what cannot be resolved.

Content Implementation

Oversee implementation of methodology and content into your solutions, across desktop and Cloud.

Work with product managers and engineering to translate standards requirements into product features, functional specifications, and user workflows.

Manage the content release schedule and its dependencies with Product and Engineering.

Apply acceptance criteria and sign-off for implemented content.

Track and resolve content defects and gaps raised by solution teams, Professional Services, and customers.

AI-Driven Content Development

Use AI-assisted workflows to shorten the time from a standards change to shipped content.

Apply the quality and review standard for AI-assisted content.

Lean forward on agentic AI in the product suite. Set the go-forward direction for where agents sit in customer workflows

Internal Advisory

Advise internal teams on regulatory developments that affect product development.

Act as a point of reference on methodology questions from Product (including local Subject Matter Experts), Professional Services, and Sales.

Set out the product implications of standards changes.

Give Product and Engineering visibility of upcoming assurance standards, their implications, and related timings.

Customer and Partner Support

Support customer and partner conversations on methodology and content matters.

Join customer and prospect discussions that require methodology depth.

Support user research, product validation, and customer feedback loops, and feed what you hear into the methodology and content plan.

Provide training and technical insight to sales, support, and customers on the value and proper use of Caseware's assurance and reporting solutions.

External Representation

Represent Caseware to standard-setting bodies, professional accountancy organizsations, and industry bodies on methodology and content matters, as agreed with the Director.

Contribute to Caseware's speaking programme at industry events on methodology and content, along with assurance standards topics.

Contribute content and technical review to thought leadership used in marketing, customer education, and the profession.

Maintain relationships across the regulatory and standard-setting community.

Collaboration and Mentoring

Align content requirements and priorities in consultation with the Head of US Solutions and the Head of Canadian Solutions.

Mentor individuals in content authoring and subject-matter expert roles.

What you will bring:

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-regulatored environment.

Deep knowledge of assurance and financial reporting standards across North American frameworks. Depth in one market with working knowledge of the other is acceptable. Familiarity with GAGAS, Uniform Guidance single audits, GASB, or Canadian public sector standards is an asset.

Experience developing methodology and assessing its quality, whether authored in house or sourced externally.

A clear view of engagement methodology, documentation standards, and what holds up under regulatory inspection and practice review, including PCAOB and CPAB.

Experience working with externally sourced professional content, guidance, or standards, and working knowledge of IP and licensing terms.

Experience implementing content into software products, or working on 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 the ability to safely leverage AI outputs.

Strong research skills, able to synthesize and interpret a wide range of information sources to deliver focused research.

Excellent communication skills, able to explain complex audit concepts clearly to technical and non-technical audiences.

Strong analytical mindset, attention to detail, and the ability to prioritize across competing demands.

Experience mentoring or reviewing the work of other professionals.

Salary Range

The annual base salary for this position is between $130,000 CAD and $150,000 CAD per year.

This role is also eligible for discretionary bonus and/or commission, as well as other benefits. Actual pay within the listed range will be determined based on factors such as transferable skills, relevant experience, market conditions, and primary work location. The posted range is subject to change and may be updated periodically

What's in it for you:

▪️Innovation is at our core. We work with cutting-edge technology in accounting and financial reporting, constantly pushing the boundaries to create impactful software solutions.

▪️We are committed to a collaborative culture, where your ideas are valued, and knowledge sharing is encouraged within a supportive, inclusive team.

▪️Work-life balance is important to us. We offer flexible work options, remote opportunities, and generous time-off policies to ensure a healthy work-life balance.

▪️We offer competitive compensation, including a competitive salary and comprehensive benefits such as health insurance and retirement plans.

▪️We are driven by impactful work. Your contributions directly affect how our clients manage financial processes and drive their success.

▪️Recognition and rewards matter to us. We celebrate hard work through recognition programs, performance bonuses, and opportunities for career growth.

▪️We embrace global opportunities. Work on international projects and collaborate with a diverse, global team.

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 talent@caseware.com.

AI Usage:

The recruitment process may use AI assisted tools but not for candidate screening or assessment. All final hiring decisions are made by humans to ensure fairness, transparency, and oversight.

Background Check:

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. Candidates residing in the Netherlands and Germany are excluded from undergoing background checks via Certn.co

Security and Fraud:

Caseware takes the security of candidates seriously. All legitimate communication from us will come from email addresses ending in @caseware.com and our open positions are always listed on reputable job boards and on our website https://jobs.lever.co/caseware. We will NEVER ask for payment or financial information from you. If you receive an unsolicited job offer, proceed with extreme caution.

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More about this job

Responsibilities

The Senior Methodology and Content Manager will own the methodology and content strategy for North American assurance and reporting solutions, overseeing their development, sourcing, and implementation. This role also involves advising internal teams on regulatory developments and representing the company to external standard-setting bodies.

Requirements

Candidates must hold a professional accounting designation such as a US or Canadian CPA and possess over 7 years of experience in audit or standards-setting. Deep knowledge of North American assurance frameworks and experience in content development or software implementation is required.

Skills

Audit methodology
Financial reporting standards
Content management
Regulatory compliance
Project management
Stakeholder management
AI-assisted workflows
Technical writing
Mentoring
Critical thinking
Research skills
Communication skills
Analytical mindset
Software implementation
Product strategy

Benefits

Health insurance
Retirement plans
Performance bonuses
Flexible work options
Remote opportunities
Generous time-off policies
Career growth opportunities

Visa sponsorship

Not detected in the job text

Keywords

Fintech
Audit
Accounting
Methodology
Content Management
PCAOB
AICPA
US GAAP
IFRS
CPA Canada
Cloud
AI
Agentic AI
Regulatory
Compliance
Product Management
Software
Assurance
Financial Reporting
Intellectual Property
Stakeholder Engagement
Mentorship
Strategy
Workflow Automation
Digital Audit Tools

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