Senior Consulting Analyst, Workiva

Overview

A global consulting firm specializing in digital finance is seeking a Senior Consulting Analyst with expertise in Workiva solutions. The team consists of finance specialists with experience across financial close, digital reporting, risk advisory, treasury, and related areas.

Location

• Headquartered in Cleveland, OH, with additional offices in Chicago, IL; Columbus, OH; and Dallas, TX.
• Remote work is available; hybrid options offered.
• For those within a 45-minute commute of an office, 8 days per month of in-person work is expected.
• Travel up to 10%.

Responsibilities

• Support clients in financial reporting, sustainability reporting, audit, risk, and controls by understanding requirements and translating them into effective Workiva solutions.
• Assist in designing and configuring Workiva solutions to streamline reporting processes, including data connectivity (Wdata, queries, automations).
• Participate in system development lifecycle activities such as requirements documentation, solution design, configuration, testing, training, and deployment.
• Collaborate with team members and client stakeholders to ensure successful project delivery, proactively communicating progress and challenges.
• Manage individual workstreams or tasks within larger projects, balancing technical implementation with team coordination.

Requirements

• 2-4 years of experience in a reporting or controls-focused role (financial, regulatory, sustainability, audit/risk and controls) or professional services delivering Workiva solutions.
• Familiarity with at least one domain such as SEC/SEDAR, statutory reporting, sustainability frameworks, SOX/ICFR, or audit/risk management.
• Experience in system implementations or process improvements, bridging reporting requirements and technical solutions.
• Strong communication and collaboration skills across finance, compliance, and technology teams.
• Detail-oriented with strong organizational skills; able to manage multiple priorities in a deadline-driven environment.

Preferred Qualifications

• Experience with Workiva or similar cloud reporting platforms.
• CPA, CFA, or other relevant professional designations or progress toward one, including Workiva certifications.
• Project management experience including workplan creation, milestone tracking, risk management, status updates, change management, and communications.
• Exposure to data modeling, automation, or integration tools.

Compensation & Benefits

• Salary range: $84,000 – $110,000, with final placement based on expertise, experience, certifications, education, geography, and industry standards.
• Eligibility for bonus program.
• Medical, dental, and vision coverage.
• Unlimited paid time off.
• Paid parental leave.
• Retirement plans.
• Flexible work environment.
• Cell phone reimbursement.
• Access to mental health applications.
• Life insurance and disability coverage.
• Opportunities for ad hoc bonuses.

Candidates passionate about the mission are encouraged to apply even if they do not meet every requirement, as the organization values diversity and inclusion and seeks to build teams that reflect the world around them.