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Consulting Manager, Workiva Wdata (Digital Reporting & Compliance)
Work as part of a team of problem solvers with extensive finance management consulting experience to help finance and accounting executives at multi-billion-dollar companies solve complex problems, from strategy through execution
Assist in execution of the full scope of System Development Lifecycle activities – functional and technical requirements, solution design, interface and system build, testing cycles, training, and deployment
Translate and review business requirements to effective technical solution designs that are based on leading practice system design principles
Develop and review executive-level presentations to communicate complex issues and recommendations across processes, systems, and people
Guide and oversee teams through design sessions and execute and review technical design and build during implementation
Conduct client training sessions to thoroughly educate them on features and functionalities of the Workiva platform
Attention to detail in executing work products with excellent follow-through is a must
Prioritize and manage multiple projects and tasks while setting stakeholder expectations and meeting deadlines
Mentor and guide junior team members to foster their professional growth and development
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Clearsulting is seeking a Senior Consulting Analyst to deliver finance transformation work across process assessment, solution design, implementation, testing, and post-implementation support. Candidates need 3+ years of
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Strong technical knowledge of Workiva functionality and development
Experience with System Development Lifecycle (SDLC) principles, leading practices, and execution (i.e., requirements gathering, solution design and testing cycles)
6+ years of system integration, SQL, and/or Python experience
6+ years of finance management consulting with a focus on finance transformation or finance process improvement, or financial reporting experience with a focus on drafting financial statements
Expert in building complex Excel formulas (e.g., nested IFs, lookups, array formulas, conditional logic) and leveraging functions such as INDEX/MATCH, XLOOKUP, SUMIFS, and pivot tables to analyze and transform large data sets.
Skilled at using advanced formulas and functions to streamline processes, ensure accuracy, and enable repeatable analytics
Demonstrated ability to design and maintain well-structured data models in Excel
Comfortable transforming raw data into clean, analysis-ready formats that support decision-making and reporting
Experience in consulting, professional services, or client-facing deliverables.
Demonstrated ability to lead project teams, mentor junior consultants, and support performance and career development.
Strong project management experience including workplan development, milestone tracking, risk management, status updates, change management, and communications
Experience with multiple full-lifecycle implementations
Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.
Nice-to-Haves:
Bachelor’s Degree in a business-related field of study, information technology, engineering, or experience in Financial Reporting/Accounting
Effective organizational skills and ability to effectively manage multiple and competing priorities
Demonstrated leadership skills with the ability to build trusted relationships with client stakeholders and project teams.
Strong command of English grammar, style, and formatting conventions.
Outstanding written and verbal communication skills; clearly convey complex business concepts to executive audience free of grammatical errors, incorporating leading practices for business writing
Polished presentation skills, using empathy and active listening to engage with audiences and provide valuable insights
Exceptional attention to detail, with the ability to spot even subtle inconsistencies.
Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.
Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:
Sunday Times Best Places to Work Award (2025-2026)
‘Great Place to Work’ Certified (2022-2026)
Fortune’s Best Workplaces in Consulting (2022-2024)
Inc. 5000 Fastest-Growing Private Companies in America (2020-2023)
Digital finance consulting firm helping CFOs and finance leaders transform finance functions through technology, processes, and systems.
Visit company websiteJobs and hiring trendsCAD 130000-189000 yearly / year
Full-time
Senior · 6+ years experience
Hybrid
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