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