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Senior Consulting Manager, Workiva Wdata (Digital Reporting & Compliance)

Location:

• Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
• Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.
• Travel Expectations: Up to 20-40%

What you'll do

• 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

What You'll Bring

• 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)
• 6-8+ years of system integration, SQL, and/or Python experience
• 6-8+ 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

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

Benefits

• Medical, dental, and vision coverage
• Unlimited PTO
• Paid parental leave
• Flexible work environment
• Cell phone reimbursement
• Access to mental health apps
• Life insurance and disability coverage
• Opportunities for ad hoc bonuses

Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.

We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on several factors, including level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program. The compensation range for this position is $144,000 – $186,000 USD.

We are an equal opportunity employer and embrace diversity and inclusion. We welcome applicants from all backgrounds.