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

Overview

This role supports finance and accounting leaders at multi-billion-dollar organizations by delivering digital reporting and compliance solutions. Responsibilities span the full System Development Lifecycle (SDLC), client training, and leadership/mentoring of consulting teams.

Responsibilities

• Work as part of a team of problem solvers with finance management consulting experience to help clients solve complex problems from strategy through execution.
• Assist in execution of the full SDLC scope, including functional and technical requirements, solution design, interface and system build, testing cycles, training, and deployment.
• Translate and review business requirements into technical solution designs based on leading 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; execute and review technical design and build during implementation.
• Conduct client training sessions to educate clients on features and functionalities of the Workiva platform.
• Execute work products with strong attention to detail and follow-through.
• Prioritize and manage multiple projects and tasks while setting stakeholder expectations and meeting deadlines.
• Mentor and guide junior team members to support professional growth and development.

Requirements

• Strong technical knowledge of Workiva functionality and development.
• Experience with SDLC principles, leading practices, and execution (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 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.

Preferred Qualifications

• 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 manage multiple 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; able to clearly convey complex business concepts to an executive audience without grammatical errors while 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, including the ability to spot subtle inconsistencies.

Compensation & Benefits

• Compensation range: $144,000–$186,000 USD.
• This role is eligible for a bonus program.
• Final salary placement will be based on factors including level of expertise, relevant work experience, technology certifications, educational background, geography, and alignment with industry standards.
• Benefits include:
  • 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

Location

• Based in the United States.
• Headquarters: Cleveland, OH. Additional offices in Chicago, IL; Columbus, OH; and Dallas, TX.
• Hybrid or remote work options.
• For team members residing within a 45-minute commuting radius of a local office: expect 8 days of in-person work per month (with flexibility to accommodate client meetings, team syncs, and individual schedules).
• Travel expectations: up to 20–40%.

Work Authorization

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