Role
Senior Consulting Analyst, Financial Reporting (Workiva)
Location
- Cleveland, OH; Chicago, IL; Columbus, OH; Dallas, TX; Remote
- Hybrid or Remote; 8 days in-person per month for office located within 45 minutes commuting radius
- Travel: Up to 10%
Who We Are
Clearsulting is a global consulting company dedicated to driving positive change through digital finance. Our finance specialists bring expertise across financial close, digital reporting, risk advisory, treasury, and more.
Our culture is rooted in five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. This commitment has earned national recognition for leadership, innovation, and workplace excellence.
Awards and Accolades
- Sunday Times Best Places to Work Award (2025)
- Great Place to Work® Certified (2022‑2025)
- Fortune's Best Workplaces in Consulting (2022‑2024)
- Inc. 5000 Fastest-Growing Private Companies in America (2020‑2023)
What You’ll Do
- Support client engagements by developing an understanding of key reporting requirements across SEC, SEDAR, private company, statutory, fund, and investment product reporting.
- Assist in the design and configuration of Workiva solutions to streamline reporting processes, ensuring accuracy, efficiency, and compliance.
- Participate in system development lifecycle activities, including requirements documentation, solution design, configuration, testing, training, and deployment.
- Collaborate with team members and client stakeholders to ensure successful project delivery, proactively communicating progress and challenges.
- Manage individual workstreams or tasks within larger projects, balancing technical implementation with effective team coordination.
What You’ll Bring
- 2‑4 years of experience in a reporting focused role (financial or regulatory) or a professional services role delivering reporting solutions.
- Familiarity with at least one reporting area: SEC, SEDAR, Private Company, Statutory/Regulatory, Funds/Investment Products.
- Demonstrated experience in system implementations or process improvements, bridging reporting requirements and technical solutions.
- Strong communication, collaboration, and cross‑functional teamwork skills.
- Detail‑oriented with strong organizational skills; able to manage multiple priorities in a deadline‑driven environment.
Nice‑to‑Haves
- Familiarity with Workiva or other cloud‑based reporting platforms.
- CPA, CFA, or other relevant professional designation (or progress toward one).
- Experience with testing, training, or end‑user support during technology implementations.
- Prior experience in a consulting or client‑facing project role.
- Project management experience including workplan creation, updates, milestone tracking, risk management, status updates, and change management.
Benefits that Benefit You
- 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
Learn More About Clearsulting
We want to cultivate a thriving culture and company. Your health and well‑being matter. A diverse and inclusive environment is our foundation. If you’re passionate about our mission, you might be the perfect fit for this role or another in our dynamic team. Don’t hesitate to apply!
Compensation
The for this position is $100,000 – $136,000 CAD.