Consulting Manager, Workiva Wdata (Digital Reporting & Compliance)

About the role

Work as part of a team of problem solvers with extensive finance management consulting experience to help finance and accounting executives at multi-billion-dollar companies solve complex problems, from strategy through execution.

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
• Attention to detail in executing work products with excellent follow-through is a must
• 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

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

Qualifications

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

Skills

Nice-to-haves include:

• 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

Benefits

• Medical, dental, and vision coverage
• Paid parental leave
• Retailer retirement plans
• Flexible work environment
• Cell phone reimbursement
• Access to mental health apps
• Life insurance and disability coverage
• Opportunities for ad hoc bonuses

Pay

$120,000 - $156,000 USD

Schedule

Hybrid or Remote