Consulting Director, Financial Reporting (Workiva)

We need to output HTML fragment with sections: About the role? Actually we have "Who We Are" (company description). Should we treat as About the role? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections to include based on content. We have: - Who We Are (company description) -> could be "About the role"? Actually "About the role" is about the job, not company. But we can use "About the role" for description of role? However we have "What You'll Do" (responsibilities) and "What You'll Bring" (requirements/qualifications). Also "Benefits That Benefit You" (benefits). Also compensation range (Pay). Also location/hybrid remote info (Schedule? maybe not schedule but location). The instruction: include a section ONLY when posting has real, specific content for it. So we can include sections: About the role (maybe a brief summary?), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay. Possibly Schedule? Not given explicit schedule besides hybrid/remote expectations and travel expectations. Could treat as Schedule? Not exactly schedule. Might omit. We need to preserve all substantive info, not invent. Remove boilerplate: EEO, E-Verify, etc. Also remove application instructions like "Learn more..." and "Don't hesitate to apply!" and "Visit ...". Also remove awards list? That's part of Who We Are; we can keep as part of company description. We need to output only HTML fragment, no /, no markdown fences. We'll structure:

About the role

maybe include short paragraph summarizing role? But we have "Who We Are" separate. Could treat "Who We Are" as About the company, not role. But instruction only gives examples; we can use other headings? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but likely they expect those. Safer to stick to those. We can put company description under About the role? Might be okay. Alternatively we could have:

About the role

Clearsulting is a global consulting company ... awards...

Then Responsibilities (

Responsibilities

) with

• from "What You'll Do". Then Requirements (

  Requirements

  ) maybe combine "What You'll Bring" and "Nice-to-Haves"? But we need separate sections for Requirements, Qualifications, Skills. Could split: Requirements (experience, certifications), Qualifications (education?), Skills (technical). However we have limited guidance. Better to follow typical: Requirements = mandatory qualifications; Qualifications = preferred? Skills = technical skills. We have: What You'll Bring (mandatory): - 8+ years experience leading Workiva implementations... - Deep expertise with Workiva platform... - CPA required or preferred, or equivalent experience... - Strong understanding of financial statement preparation... - Proven experience leading cross-functional project teams... - Demonstrated ability to deliver high-quality client solutions... - Experience facilitating executive workshops... - Exceptional consulting, communication, and presentation skills... - Experience supporting business development efforts... - Exceptional project management skills... - Experience mentoring consultants... - Proficiency with Excel and financial data analysis - Authorized to work in the United States without sponsorship. Nice-to-Haves: - 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. We could put Requirements as the mandatory list, Qualifications as nice-to-haves? Or Skills as technical proficiencies (Workiva, Excel, etc). But we need to avoid filler. We also have Benefits section: list. Pay: compensation range $150,000-$200,000 USD, bonus program. Schedule: maybe hybrid/remote expectations and travel expectations. Could include under Schedule? The instruction says include Schedule section only if posting actually states them. It does mention hybrid/remote and travel expectations. So we can create Schedule section with that info. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to ensure we don't create empty sections. Let's craft content. About the role: combine Who We Are and maybe brief role summary? But we have separate responsibilities. Could just put company description. Responsibilities: list from What You'll Do. Requirements: list mandatory from What You'll Bring (excluding nice-to-haves). Could also include authorization. Qualifications: maybe list nice-to-haves? Or could be "Preferred qualifications". We'll use Qualifications for nice-to-haves. Skills: maybe list technical skills like Workiva, Excel, etc. But we already have many in requirements. Could split: Requirements = experience & leadership; Skills = technical proficiencies (Workiva platform, Excel, financial data analysis, ERP integrations, Wdata, Chains, SQL). However we risk duplication. Better to follow typical: Requirements = mandatory experience/education; Qualifications = preferred; Skills = technical abilities. Let's decide: - Requirements: 8+ years experience leading Workiva implementations, CPA required or preferred, proven experience leading cross-functional teams, experience delivering high-quality solutions, experience facilitating workshops, experience supporting business development, exceptional project management, experience mentoring consultants, authorized to work in US. - Qualifications: nice-to-haves (external reporting/controllership, Workiva Wdata/Chains/SQL/integrations, ERP integration experience, prior management consulting experience). - Skills: Deep expertise with Workiva platform (financial reporting, disclosure management, document collaboration), strong understanding of financial statement preparation, reporting processes, disclosure management, reporting controls, exceptional consulting/communication/presentation skills, proficiency with Excel and financial data analysis. But there is overlap; still okay as long as we preserve all info. We must not repeat job title as heading. Now Benefits: list items. Pay: paragraph with range and bonus eligibility. Schedule: hybrid/remote expectations: Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules. Travel Expectations: 20-40%. We'll put that. Now ensure we remove boilerplate: awards list is part of Who We Are, keep. Remove Equal Opportunity Statement, E-Verify, etc. Remove "Learn more..." etc. Now produce HTML. We'll need to wrap each section in

  and then content. For lists:

  • ...

  For prose:

  ...

  Let's craft. About the role:

  Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more. Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence: Sunday Times Best Places to Work Award (2025-2026); ‘Great Place to Work’ Certified (2022-2026); Fortune’s Best Workplaces in Consulting (2022-2024); Inc. 5000 Fastest-Growing Private Companies in America (2020-2026).

  That's fine. Responsibilities:

  • Lead end-to-end Workiva implementation engagements for large, complex organizations, 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, ensuring 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.
  • Effectively manage multiple client engagements while balancing quality, timelines, budgets, and stakeholder communications.
  • Consistently follow firm methodologies, quality standards, and delivery practices.

  Requirements (mandatory):

  • 8+ years of experience leading Workiva implementations with responsibility for solution delivery, client engagement, and project leadership.
  • CPA required or preferred, or equivalent experience in financial reporting, SEC/SEDAR reporting, external reporting, technical accounting, or corporate accounting.
  • 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.
  • 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.
  • Authorized to work in the United States without the need for employer sponsorship now or in the future.

  Qualifications (nice-to-haves):

  • 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.

  Skills:

  • Deep expertise with the Workiva platform, including financial reporting, disclosure management, document collaboration, and related capabilities.
  • Strong understanding of financial statement preparation, reporting processes, disclosure management, and reporting controls.
  • Exceptional consulting, communication, and presentation skills with the ability to influence executive audiences.
  • Proficiency with Excel and financial data analysis.

  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

  Pay:

  The compensation range for this position is $150,000‑$200,000 USD. This role is eligible for our bonus program.

  Schedule:

  Office Options: Hybrid or Remote. Team members residing within a 45‑minute commuting radius of a Clearsulting office are expected to work 8 days in‑person per month, with flexibility to choose those days to accommodate client meetings, team syncs, and individual schedules. Travel Expectations: 20