Senior Product Manager — North American Financial Reporting

Strategy and roadmap

• Own the product strategy for Caseware's North American financial reporting solutions, and keep it aligned with the overall product and company vision.

• Define what should be built for North American financial reporting, for whom, and the opportunity it addresses.

• Own the roadmap: what goes on it, in what sequence, and what each item needs to ship successfully.

• Define the requirements, scope, and success measures for each item before work starts.

• Work through the delivery teams to get roadmap items built.

• Identify delivery risk against the roadmap and raise it early.

• Contribute the business case for what enters the portfolio and what is retired, and the product input to build, buy, or partner decisions on capability gaps.

• Report roadmap status and product performance to senior leadership.

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

• Utilize AI to inform strategy, define specifications, and rapidly prototype/validate ideas with customers

Market and customers

• Know the frameworks: US GAAP, and Canadian frameworks including ASPE, ASNPO, and IFRS as adopted in Canada, along with the disclosure requirements that flow from them.

• Interpret standards changes before they are effective and get them onto the roadmap in time.

• Spend time with firms of every size in both markets, and bring what you learn back to the roadmap.

• Represent the product with firm advisory groups, standard-setters, and industry bodies.

Quality and compliance

• Treat standards compliance as a deliverable rather than an assumption.

• Set the bar a financial reporting solution must meet before it ships.

Go-to-market and commercial

• Work with go-to-market teams on positioning, launch, enablement, and the success of the solutions you own in market.

• Provide the product view into pricing and packaging for those solutions.

• 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, and the ability to read and interpret future standards.

• Experience delivering through teams you do not manage.

• Able to define requirements that engineering and content teams can build from.

• Experience prioritizing and planning across competing demands, and surfacing risk early rather than late.

• Able to set out priorities and the evidence behind them to a senior audience.

• Experience working with sales, customer success, and marketing on go-to-market, adoption, and retention.

• A lifelong learner, self-motivated to stay current with professional standards and changes in the accounting profession.

• Results orientated — willing to roll up their sleeves and take initiative.

• A self-starter who works effectively without daily supervision and communicates clearly with colleagues across