Romania onlyCaseware 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!
We are seeking an entry-level Data & Reporting QA Analyst to support Revenue Operations team by ensuring the accuracy, consistency, and reliability of Salesforce-driven Tableau reporting. This role plays a critical part in maintaining trust in sales performance, pipeline, and revenue insights used by Sales, Finance, and GTM leadership.
The QA Analyst will validate that Tableau dashboards correctly represent Salesforce sales activities, pipeline movements, and revenue signals. This includes identifying reporting issues as well as underlying Salesforce data quality problems that can impact forecasting, attainment analysis, and go-to-market decision-making.
What will you do:
- Perform quality assurance on Tableau dashboards and reports used for Sales Ops and RevOps decision-making
- Validate that Tableau outputs accurately reflect Salesforce pipeline, opportunity, account, and activity data
- Document QA findings, validation logic, and recurring data issues to improve reporting standards and processes
- Ensure reports align with defined sales processes, GTM rules, and RevOps metrics (e.g., pipeline stages, bookings, attribution)
- Identify discrepancies between Salesforce records and Tableau reporting, and determine root cause (report logic vs. CRM data quality)
- Partner with Sales Ops, RevOps, Analytics, and BI teams to resolve reporting and data issues
- Perform data reconciliation using Salesforce exports, Tableau data sources, and Excel
- Break down complex sales reporting issues into smaller, testable components to isolate errors
- Support the ongoing accuracy of pipeline reviews, forecasting, attainment tracking, and performance dashboards
What you will bring:
- Comfort working with Tableau, particularly reading, validating, and interpreting dashboards and metrics
- Working knowledge of Salesforce (CRM), including core sales objects such as Leads, Accounts, Opportunities, and Activities
- Strong Excel skills, including VLOOKUP/XLOOKUP, IF statements, COUNTIF, SUMIFS, filtering, pivoting, and working with large datasets
- Strong analytical and abstract thinking skills, especially in understanding how sales processes translate into data
- Ability to work with large and complex datasets and identify inconsistencies or anomalies
- Foundational understanding of SaaS sales models, including pipeline, bookings, ARR, renewals, upsell, and churn
- Strong sense of accountability and ownership over data accuracy and reporting integrity
- Ability to work independently while seeking guidance and prioritizing work based on business needs
- Willingness to challenge data that appears incorrect and investigate beyond surface-level explanations
- Comfort supporting forecasting, pipeline hygiene, and GTM performance analysis through accurate reporting
- Clear communicator who can explain data issues to both technical and business stakeholders
- Exposure to Sales Operations, Revenue Operations, or Business Analytics roles
- Familiarity with sales forecasting concepts or pipeline management
Nice to Have (Not Required)
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.
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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