Director of Business Intelligence & Strategic Finance

Caseware • Atlanta, GA

1d • Remote

About The Position

Caseware is seeking a Director of Business Intelligence & Strategic Finance to play a critical leadership role in shaping how the company measures, understands, and communicates its commercial performance. This is a highly visible position responsible for owning ARR and bookings reporting, building scalable reporting infrastructure, and serving as a trusted partner to the C-suite and Sales Leadership.

The ideal candidate brings a strong blend of strategic finance, SaaS metrics expertise, and business intelligence leadership, with the ability to translate complex data into clear, actionable insights that drive decision-making across the organization.

This role is remote and open to candidates who reside in and are eligible to work in the United States.

Requirements

• 8–12+ years of experience in strategic finance, business intelligence, FP&A, or related roles, preferably within a SaaS or subscription-based business.
• Deep expertise in SaaS metrics, including ARR, bookings, pipeline, churn, expansion, and revenue forecasting.
• Proven experience building and scaling reporting infrastructure and executive dashboards.
• Strong executive presence with the ability to communicate complex concepts clearly to senior leaders.
• Advanced analytical skills with experience using BI and data visualization tools (e.g., Looker, Tableau, Power BI) and working with large datasets.
• Experience supporting Sales and Go-To-Market organizations in a high-growth environment.
• Background partnering with accounting on revenue recognition and metric alignment.
• People leadership experience with a track record of developing high-performing teams

Nice To Haves

• Prior experience in a PE-backed or rapidly scaling software company.

Responsibilities

• Own the end-to-end definition, calculation, and reporting of ARR and bookings across the organization.
• Establish clear, consistent, and auditable metrics and definitions aligned with executive, finance, and sales stakeholders.
• Partner with Accounting, RevOps, and Sales to ensure accuracy, consistency, and alignment across systems and reporting.
• Lead the design and build-out of scalable reporting infrastructure, dashboards, and data models to support commercial and financial insights.
• Improve data quality, automation, and reliability across core business intelligence workflows.
• Evaluate and optimize BI tools, data sources, and processes to support a growing SaaS business.
• Serve as a key advisor to the C-suite, providing clear, concise, and insightful analysis on performance, trends, risks, and opportunities.
• Prepare and deliver executive-level reporting and presentations for leadership meetings, board materials, and strategic planning.
• Partner closely with Sales Leadership to provide forward-looking insights on pipeline, bookings, growth drivers, and performance against targets.
• Support strategic planning, forecasting, and long-range growth initiatives with data-driven insights.
• Identify opportunities to improve revenue performance, operational efficiency, and go-to-market effectiveness.
• Act as a thought leader in establishing best practices for SaaS metrics, reporting, and performance management.
• Lead, mentor, and develop team members within Business Intelligence and Strategic Finance.
• Collaborate cross-functionally with Finance, Sales, RevOps, Product, and IT to align data and reporting with business priorities.
• Drive a culture of accountability, clarity, and analytical rigor.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees