Consulting Director, Financial Reporting (Workiva)

Overview

This role provides delivery leadership for Workiva implementation engagements focused on financial reporting and disclosure management. Responsibilities include leading end-to-end implementations, managing client relationships, mentoring consultants, and supporting business development efforts.

Responsibilities

• Lead end-to-end Workiva implementation engagements for large, complex organizations by partnering with finance, accounting, and reporting stakeholders to design, implement, and deploy solutions that improve financial reporting and disclosure management.
• Provide delivery leadership across Workiva implementation engagements to ensure high-quality execution, adherence to leading practices, and successful client outcomes.
• Build trusted relationships with client executives and project sponsors, proactively managing expectations, risks, scope, and overall engagement health.
• Serve as a subject matter expert on Workiva capabilities and leading practices for financial reporting and disclosure management.
• Mentor, coach, and develop consultants by providing technical guidance, reviewing work products, and supporting career development.
• Collaborate with firm leadership to support business development activities, including proposal development, solution design, client presentations, and scoping of new opportunities.
• Contribute to the development of implementation methodologies, reusable assets, accelerators, and internal best practices.
• Manage multiple client engagements while balancing quality, timelines, budgets, and stakeholder communications.
• Consistently follow firm methodologies, quality standards, and delivery practices.

Requirements

• 8+ years of experience leading Workiva implementations with responsibility for solution delivery, client engagement, and project leadership.
• Deep expertise with the Workiva platform, including financial reporting, disclosure management, document collaboration, and related capabilities.
• CPA required or preferred, or equivalent experience in financial reporting, SEC/SEDAR reporting, external reporting, technical accounting, or corporate accounting.
• Strong understanding of financial statement preparation, reporting processes, disclosure management, and reporting controls.
• Proven experience leading cross-functional project teams and managing client relationships with executive and senior finance stakeholders.
• Demonstrated ability to deliver high-quality client solutions while managing project scope, risks, budgets, and timelines.
• Experience facilitating executive workshops, gathering business requirements, and translating business needs into scalable Workiva solutions.
• Exceptional consulting, communication, and presentation skills with the ability to influence executive audiences.
• Experience supporting business development efforts, including proposals, solution demonstrations, estimating, and client pursuits.
• Exceptional project management skills with experience managing multiple concurrent engagements.
• Experience mentoring consultants and developing high-performing delivery teams.
• Proficiency with Excel and financial data analysis.
• Authorized to work in the United States without the need for employer sponsorship now or in the future.

Preferred Qualifications

• Experience in external reporting or controllership functions within a public company.
• Experience with Workiva Wdata, Chains, SQL, and platform integrations.
• Experience integrating Workiva with ERP systems such as SAP, Oracle, Microsoft Dynamics, or Workday.
• Prior experience in management consulting or professional services.

Compensation & Benefits

• Compensation range: $150,000-$200,000 USD
• Eligible for a bonus program
• Medical, dental, and vision coverage
• Unlimited PTO
• Paid parental leave
• Retirement plans
• Flexible work environment
• Cell phone reimbursement
• Access to mental health apps
• Life insurance and disability coverage
• Opportunities for ad hoc bonuses

Salary placement will be based on factors including level of expertise, relevant work experience, technology certifications, educational background, geography, and alignment with industry standards.

Location

• Based in Cleveland, OH, with additional offices in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
• Hybrid or Remote options.
• For team members residing within a 45 minute commuting radius of a company office: 8 days of in-person work per month (flexible scheduling to accommodate client meetings, team syncs, and individual schedules).
• Travel expectations: 20-40%.