Associate Consulting Manager, Financial Reporting (Workiva)

Clearsulting
CA$118,000 - CA$149,000Hybrid

About The Position

Clearsulting is seeking an Associate Consulting Manager, Financial Reporting with Workiva expertise. This role involves owning the successful delivery of Workiva implementation and optimization projects, managing end-to-end execution from requirements gathering to deployment. The position requires managing multiple client engagements, ensuring timely and within-scope delivery, and proactively managing project economics, risks, and stakeholder expectations. The Associate Consulting Manager will build trusted relationships with client executives, serve as a strategic advisor, and leverage industry experience to enhance client outcomes and support business development. Additionally, the role involves leading, mentoring, and developing project teams, fostering a collaborative and accountable environment for professional growth and high-quality client outcomes.

Requirements

  • 5+ years of experience in finance consulting leading or supporting Workiva implementations, or equivalent experience in corporate financial reporting, including the preparation of financial statements.
  • Strong knowledge of financial reporting processes and Workiva capabilities across one or more of the following: SEC/SEDAR reporting, management reporting, operational reporting, GSR reporting, or private company reporting.
  • Experience implementing, configuring, optimizing, or administering Workiva solutions, with the ability to translate business requirements into scalable reporting solutions.
  • Demonstrated ability to lead client engagements, manage competing priorities, and deliver high-quality outcomes in a fast-paced consulting environment.
  • Excellent written and verbal communication skills, including the ability to distill complex business and technical concepts into clear, executive-ready recommendations.

Nice To Haves

  • Experience leading Workiva implementation projects across the system development lifecycle (SDLC), including requirements gathering, solution design, configuration, testing, training, and deployment.
  • Project management experience, including work planning, milestone tracking, budget and scope management, risk mitigation, stakeholder communications, and change management.
  • Experience leading teams by mentoring, coaching, and developing junior consultants while fostering a collaborative, high-performing culture.
  • Relevant professional certifications, such as CPA, CMA, PMP, or Workiva certifications.
  • Experience with adjacent financial systems and technologies (e.g., ERP platforms, disclosure management, consolidation, or EPM solutions).

Responsibilities

  • Own the successful delivery of one or more workstreams within Workiva implementation and optimization engagements.
  • Lead end-to-end execution across complex projects, including requirements gathering, solution design, configuration oversight, testing, user acceptance, training, and deployment.
  • Manage multiple client engagements and competing priorities simultaneously, ensuring projects are delivered on time, within scope, and within budget.
  • Proactively manage engagement economics, risks, dependencies, and stakeholder expectations throughout the project lifecycle.
  • Build trusted relationships with client executives and project sponsors, serving as a strategic advisor throughout the engagement.
  • Leverage industry and implementation experience to provide practical guidance, identify opportunities to enhance client outcomes, and support business development through engagement expansion.
  • Lead, mentor, and develop high-performing project teams by providing coaching, effective delegation, and constructive feedback.
  • Foster a collaborative, accountable team environment that supports professional growth and consistently delivers high-quality client outcomes.

Benefits

  • 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
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