Caseware
The Deal Desk Operations Analyst supports the sales team by reviewing and structuring non-standard deals to ensure they are financially viable and strategically aligned. They collaborate with various departments to optimize deal processes, conduct financial analysis, and implement operational improvements. The role emphasizes cross-functional teamwork and the use of analytical tools to facilitate effective deal management in a SaaS environment.
Caseware is a global AI platform purpose-built for the audit and accounting profession, delivering workflow-embedded intelligence through its flagship product, Caseware Verity. Its agentic AI suite automates tasks across the full engagement lifecycle—from client acceptance and risk planning to evidence collection and financial reporting—for accounting firms, corporations, and governments worldwide. Caseware serves over 475,000 users across 130 countries, combining more than 35 years of domain expertise with frontier AI capabilities.
Caseware Announces Strategic Leadership Expansion to Further Accelerate Innovation, Growth and Customer Success
Aug 18, 2025
Caseware replaces the majority of its C-suite as AI comes for the accounting tech stack
Aug 22, 2025
Caseware to acquire lease software company
Jan 7, 2025
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Caseware.
Hg Capital-backed Caseware acquires LeaseJava
Jan 9, 2025