Consulting Manager, Workiva Wdata (Digital Reporting & Compliance)

Clearsulting; Toronto; Hybrid; CAD 130,000 - 189,000; Full time

Benefits offered by this job

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

Ad hoc bonuses

Job summary

Clearsulting is seeking a Consulting Manager, Workiva Wdata focused on digital reporting and compliance. You will join a team delivering complex finance transformation with Workiva, guiding client engagements, and leading design and deployment efforts.

The role requires extensive SDLC experience, 6+ years in finance consulting or related fields, and a proven ability to mentor teams while coordinating cross-functional delivery. Hybrid or remote options are available.

Qualifications

• Experience with Workiva platform and SDLC-driven delivery.
• Strong background in finance transformation and reporting processes.
• Ability to translate business requirements into technical designs.

Responsibilities

• Work as part of a problem-solving team to advise finance executives at large enterprises.
• Execute full lifecycle SDLC activities: requirements, design, build, testing, deployment.
• Translate business requirements into effective technical designs based on leading-practice principles.
• Develop executive-level presentations to communicate complex issues and recommendations.
• Lead design sessions and oversee technical design and build during implementation.
• Conduct client training sessions on Workiva features and capabilities.
• Maintain high attention to detail and ensure on-time delivery across projects.
• Mentor junior consultants and manage stakeholder expectations.

Skills

Workiva expertise

SQL

Python

Finance transformation

SDLC

Excel advanced formulas

Project leadership

Client-facing delivery

Team mentoring

Education

Bachelor's degree in business/IT

Tools

Workiva

Job description

Who We Are

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.

Who We Are

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 (2020-2023)

Role

Consulting Manager, Workiva Wdata (Digital Reporting & Compliance)

Location

• Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 4 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.
• Travel Expectations: Up to 20-40%

What You’ll Do

• 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
• 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

What You’ll Bring

• 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.

Benefits That Benefit You

We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that 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

Excited about what we're doing but don't fit every requirement? No problem! At Clearsulting, we're forward-thinkers on a mission to redefine consulting excellence. We're all about diversity and inclusion, committed to assembling teams that mirror the world around us. So, if you're passionate about our mission, you could be the perfect fit for this role or another within our dynamic team. Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/

The compensation range for this position is $130,000- $189,000 CAD. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program.

Equal Opportunity Statement

Clearsulting is committed to creating an inclusive workplace where everyone has an equal opportunity to succeed. We make employment decisions based on qualifications, merit, and business needs, without discrimination on any basis protected by applicable local and statutory law.