Consultant, Professional Services
Location
United States
Posted
10 hours ago
Salary
0
Seniority
Senior
Job Description
Consultant, Professional Services
Caseware
• 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, ensuring alignment with applicable accounting standards and firm methodologies. • Manage client relationships, serving 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 cross-functionally with Product, Support, and Engineering teams to escalate issues, contribute to product feedback, and ensure successful client outcomes. • Mentor and provide technical leadership to associate consultants and implementation team members, including knowledge sharing, solution reviews, and delivery oversight. • Deliver client training and change management activities, enabling user adoption, process transformation, and long-term value realization from Caseware solutions. • Support pre-sales and solution scoping activities by contributing to proposals, solution demonstrations, effort estimation, and implementation approach definition. • Continuously improve implementation methodologies and assets, leveraging lessons learned, industry trends, and evolving Caseware capabilities to enhance service delivery effectiveness.
Job Requirements
- 4+ years of experience in external audit, assurance, or accounting within a public accounting or professional services firm.
- 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.
Benefits
- 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.
Related Guides
Related Categories
Related Job Pages
More Consultant Jobs
Metrics and Data Consultant
SAICSAIC® is a premier mission integrator focused on advancing the power of technology and innovation to serve and protect our world. Our robust portfolio of offerings across the defense, space, intelligence, and civilian markets includes secure high-end solutions in mission IT, enterprise IT, engineering services, and professional services. We integrate emerging technology, rapidly and securely, into mission critical operations that modernize and enable critical national imperatives. We are approximately 23,000 strong; driven by mission, united by purpose, and inspired by opportunities. SAIC is an Equal Opportunity Employer. Headquartered in Reston, Virginia, SAIC has annual revenues of approximately $7.3 billion. For more information, visit saic.com . For ongoing news, please visit our newsroom .
Role Description SAIC has an opening for a Metrics and Data Consultant to join our People Analytics Team. This position can be worked remotely, within the U.S., for the right candidate. The Metrics and Data Consultant is the ultimate data storyteller—part analyst, part strategist, part detective. If you enjoy uncovering the hidden truths behind workforce trends and turning them into insights leaders can’t ignore, this role is for you. As a Metrics and Data Consultant, you will transform mountains of workforce data into clear, compelling narratives that shape real business decisions. You'll partner directly with leaders to tackle challenges like retention, engagement, talent gaps, and more—armed with data, curiosity, and just the right amount of storytelling flair. This role combines deep technical skill with strong business intuition. You'll validate complex datasets, refine insights, and ensure that every recommendation is accurate, ethical, and strategically sound. - Strategic Consulting: Work side‑by‑side with business leaders to turn big questions into testable hypotheses, sparking ‘aha’ moments along the way. - Data Modeling: Use advanced analytics and predictive models to identify risks and opportunities in the workforce—and recommend solutions that make a measurable impact. - Data Analysis: Dig deep into data to uncover patterns around attrition, hiring, development, talent management, and employee listening—surfacing insights others might miss. - Narrative Development: Turn validated data into visual stories leaders want to read. You won’t just explain the ‘what’—you’ll illuminate the ‘why’ and ‘what now. - Functional Liaison: Translate business needs into technical requirements so People Analytics builds the right tools at the right time. - Driving Data Culture: Champion easy‑to‑use, self‑service metrics that empower leaders to explore and understand their own data. - Data Validation & Auditing: Serve as the final checkpoint to ensure dashboards and reports are accurate, consistent, and logical across systems. - AI Oversight: Monitor predictive AI outputs—like flight risk or performance models—to ensure insights are unbiased and grounded in reality. - Data Governance: Advocate for ethical data use and protect employee privacy while still delivering meaningful insights. Company Description SAIC® is a premier mission integrator focused on advancing the power of technology and innovation to serve and protect our world. Our robust portfolio of offerings across the defense, space, intelligence, and civilian markets includes secure high-end solutions in mission IT, enterprise IT, engineering services, and professional services. We integrate emerging technology, rapidly and securely, into mission critical operations that modernize and enable critical national imperatives. We are approximately 23,000 strong; driven by mission, united by purpose, and inspired by opportunities. SAIC is an Equal Opportunity Employer. Headquartered in Reston, Virginia, SAIC has annual revenues of approximately $7.3 billion. For more information, visit saic.com . For ongoing news, please visit our newsroom .
Research Consultant, Advisors Research Center, São Paulo
MastercardFounded in 1966, Mastercard is a worldwide transaction, payment-processing, and consulting company best known for its line of personal and business credit cards. As an employer, Ma
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Research Consultant, Advisors Research Center, São Paulo Research Consultant, Advisors Research Center, São Paulo Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results. Job Title Research Consultant, Advisors Research Center All About Us The Data & Services team is a key differentiator for Mastercard providing the cutting-edge services that help our customers grow. Focused on thinking big and scaling fast around the globe, this agile team is responsible for end-to-end solutions for a diverse global customer base. We combine traditional management consulting with our rich data assets and in-house technology to provide our clients with powerful strategic insights and recommendations. Centered on data-driven technologies and innovation, these services include consulting, loyalty and marketing programs, test-and-learn business experimentation, and data driven information and risk management services. While specializing in the payments industry, Mastercard Data & Services also works closely with major retailers, airlines, and other enterprises, leveraging data and insights garnered from within and beyond its network. All About the Role Advisors Research Center is a new capability designed to respond to fast evolving customer needs for high-quality research support, with the important mission of value realization in developing insights and recommendations. This capability augments Advisors traditional areas of strength. In this role, we are looking for someone who can confidently oversee and support research projects from start to finish, collaborate seamlessly with clients and vendors, and deliver high-quality, actionable insights through thorough data analysis and reporting. Your responsibilities would include:• Support research projects, including primary and secondary methodologies, while ensuring timelines, budgets, and quality standards are met.• Aggregate and analyze data to deliver clear, actionable insights through client-ready reports and presentations.• Collaborate with clients to understand their needs and provide tailored solutions, while effectively managing vendor relationships for timely and accurate project delivery.• Ensure the preparation and delivery of high-quality research materials with a focus on accuracy and consistency. All About You• 2 - 4 years of experience involved end-to-end research projects, including primary research (focus group discussions, in-depth interviews, survey development and analysis, and quantitative techniques).• Experience managing and collaborating with third-party research vendors, maintaining an ongoing understanding of current issues, and proposing and taking appropriate action.• Ability to synthesize and analyze information to deliver meaningful conclusions and actionable recommendations.• Ability to prepare insightful presentations by aggregating data from various sources.• Strong business writing skills, with the ability to create client-ready materials.• Proficient in coordinating, preparing, and ensuring the timely delivery and accuracy of research projects, materials, and reports. All About Your Education & Skills• Proficiency in English is a must.• Advanced skills in Word, Excel, PowerPoint are essential; familiarity with project management tools is preferred.• Prior experience working in a research agency is strongly preferred.• Experience in the financial sector is desirable. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:• Abide by Mastercard's security policies and practices.• Ensure the confidentiality and integrity of the information being accessed.• Report any suspected information security violation or breach, and• Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: - Abide by Mastercard's security policies and practices; - Ensure the confidentiality and integrity of the information being accessed; - Report any suspected information security violation or breach, and - Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
• Realizar análises tributárias relacionadas a tributos indiretos; • Apoiar tecnicamente o time de tecnologia na construção e evolução de soluções fiscais; • Contribuir com análises e interpretações da legislação tributária; • Apoiar o desenvolvimento de soluções ligadas à Reforma Tributária e automação fiscal.
Role Description The Higher Education Consultant supports higher education institutions with: - Process improvement - Salesforce-related initiatives - Accreditation readiness - Compliance alignment - Data quality - Student lifecycle modernization This role works closely with: - Institutional leadership - Academic operations - Admissions - Registrar - Student services - Data teams - Salesforce administrators - Developers - Project managers The consultant serves as a liaison between business users and technical teams to ensure: - Salesforce solutions support student success - Operational improvements enhance institutional effectiveness - Regulatory compliance and accreditation expectations are met - Business processes are scalable Qualifications - Bachelor’s degree in Education, Business, Information Technology, or a related field - 8+ years of experience in higher education administration, consulting, business analysis, program management, student services, compliance, or related operational support - Experience supporting Salesforce, Salesforce Education Cloud, CRM systems, SIS platforms, or other student lifecycle technology - Strong understanding of higher education operations, including admissions, enrollment management, registrar functions, academic records, student services, transfer credit, and institutional reporting - Experience gathering requirements and creating BRDs, user stories, process flows, workflow documentation, meeting notes, decision logs, and acceptance criteria - Experience working with cross-functional teams, including business stakeholders, technical teams, data teams, leadership, and project managers - Familiarity with Agile project environments, Jira, Confluence, backlog management, sprint planning, demos, and testing support - Knowledge of accreditation readiness, compliance documentation, institutional effectiveness, continuous improvement, and evidence collection - Understanding of FERPA, student record confidentiality, policy governance, and higher education compliance requirements - Strong analytical, communication, facilitation, documentation, and stakeholder management skills - Ability to translate complex business needs into clear, actionable requirements for technical and non-technical audiences Requirements - Lead business analysis activities for higher education technology, Salesforce, compliance, accreditation, and process improvement initiatives - Gather, analyze, and document business requirements from stakeholders across admissions, registrar, academic operations, student services, institutional reporting, and leadership - Develop business requirements documents, user stories, acceptance criteria, process flows, decision logs, meeting notes, and functional documentation - Support Salesforce and Education Cloud-related initiatives, including student intake, applicant tracking, case management, student lifecycle tracking, reporting, and data visibility - Analyze current-state workflows and identify process gaps, redundancies, compliance risks, policy misalignment, and opportunities for improvement - Partner with Salesforce administrators, developers, data teams, and project managers to translate business requirements into technical solutions - Support user acceptance testing, release readiness, demo preparation, stakeholder feedback sessions, and post-implementation validation - Maintain Jira and Confluence documentation, including backlog items, sprint notes, requirements traceability, process documentation, and issue tracking - Support accreditation readiness through evidence-based documentation, process standardization, policy alignment, and continuous improvement tracking - Ensure processes and system recommendations align with FERPA, institutional policies, accreditation standards, reporting requirements, and student record integrity - Facilitate meetings and working sessions with business users, technical teams, data teams, compliance stakeholders, and institutional leadership - Provide recommendations that improve operational efficiency, user experience, student support, reporting accuracy, and institutional effectiveness Benefits - Medical, Dental, Vision benefits with a national provider network - Flexible Spending and Health Savings Accounts (FSA & HSA) - Company-paid Life and Disability insurance including Short-Term, Long-Term, and Accidental Supplemental Insurance - Paid time off (PTO) - 11 paid holidays - 401(k) Retirement Plan - Professional Development Reimbursement Program to pursue undergraduate, graduate, training, and certifications - Monthly transportation, parking, and cell phone service reimbursement


