Consulting Manager, Workiva Wdata (Digital Reporting & Compliance)

Clearsulting•Columbus, OH

5d•Hybrid

About The Position

Clearsulting is seeking a Consulting Manager, Workiva Wdata (Digital Reporting & Compliance) to join their team. This role involves working with finance and accounting executives at large companies to solve complex problems related to finance transformation and reporting. The position offers hybrid or remote work options, with specific in-office expectations for those within commuting distance of a Clearsulting office. Travel is expected to be between 20-40%. The role focuses on the System Development Lifecycle, translating business requirements into technical solutions, developing executive presentations, leading design sessions, conducting client training, and mentoring junior team members.

Requirements

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+ years of system integration, SQL, and/or Python experience
6+ 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
Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.

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.

Responsibilities

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
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