Data and Reporting Analyst

CaseWare International; Canada; Hybrid; CAD 55,000 - 70,000; Full time

Job summary

A leading fintech company in Canada is seeking an entry-level Data & Reporting QA Analyst. This role supports the Revenue Operations team by ensuring accurate reporting through Salesforce and Tableau. Responsibilities include validating dashboards, documenting QA findings, and collaborating with cross-functional teams. Ideal candidates should possess strong skills in Tableau, Salesforce, and Excel, demonstrating analytical abilities and accountability for data integrity. This position offers flexible work options and a collaborative culture.

Benefits

Flexible work options

Health insurance

Competitive salary

Remote opportunities

Performance bonuses

Qualifications

• Comfortable validating and interpreting Tableau dashboards.
• Working knowledge of Salesforce Core sales objects.
• Ability to identify data inconsistencies or anomalies.

Responsibilities

• Perform quality assurance on Tableau dashboards.
• Validate Tableau outputs against Salesforce data.
• Identify discrepancies and resolve data issues.

Skills

Experience with Tableau

Knowledge of Salesforce

Advanced Excel skills

Analytical and abstract thinking

Ability to work with large datasets

Understanding of SaaS sales models

Strong accountability

Clear communication skills

Job description

Overview

Caseware is one of Canada's original Fintech companies, leading the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 languages. 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 the Revenue Operations team by ensuring the accuracy, consistency, and reliability of Salesforce-driven Tableau reporting. This role maintains 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, identify reporting issues, and spot underlying Salesforce data quality problems that can impact forecasting and go-to-market decision-making.

Responsibilities

• 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

Qualifications

• 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

Nice to Have (Not Required)

• Exposure to Sales Operations, Revenue Operations, or Business Analytics roles
• Familiarity with sales forecasting concepts or pipeline management

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 collaborate, innovate, and build upon our existing suite of products. With a customer-focused mindset, we are shaping the future of audits, financial reporting, and financial data analytics.

With a recent strategic investment from Hg Capital in 2020, Caseware is in its next growth phase as we double down on the people and products that have made Caseware successful to date.

One of Caseware's core values is Many Voices, One Team. We are committed to building diverse teams in an equitable and inclusive way. We welcome candidates of all backgrounds to apply. If you require accommodations or have questions at any point during the application or interview process, please e-mail our People Operations team at [e-mail].

Background Check

Any candidates successful in obtaining an offer will need to complete a background check through Certn.co, typically including Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check. Candidates residing in the Netherlands and Germany are excluded from Certn.co checks.

Security and Fraud

Caseware takes candidate security seriously. All legitimate communications come from @caseware.com and our open positions are listed on reputable job boards and our website. We will never ask for payment or financial information. If you receive an unsolicited job offer, proceed with caution.