Associate Consultant (Workiva)

VantagePoint; United States; Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

15% discretionary annual bonus

401K plan with employer matching

20 days of annual leave plus public holidays

Private healthcare

Monthly gym allowance

Travel opportunities

Employee referral bonus

Client referral bonuses

Job summary

A global finance technology consultancy is looking for an ambitious Associate Consultant to join their remote team. In this role, you will engage directly with clients to solve real business challenges, combining finance and technology skills. The ideal candidate will have a strong background in finance with excellent communication abilities, seeking rapid growth and impactful work. This position offers a competitive salary and extensive benefits, including remote work flexibility.

Qualifications

• Experience in finance consulting or within a finance team.
• Ability to communicate confidently with clients.
• Technical mindset with structured thinking.

Responsibilities

• Engage with clients to understand their needs.
• Design and implement effective solutions.
• Support client training and documentation.
• Collaborate with the team and share best practices.

Skills

Finance consulting experience

Problem-solving skills

Communication skills

Detail-oriented

Team mindset

Education

CPA or Chartered Accountant

Job description

This range is provided by VantagePoint. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $75,000.00/yr

Grade: Associate Consultant

Location: Remote, USA

Reports to: Associate Director

Contract and Work Pattern: Full Time, Remote

Start Date: Approx. November 17th, 2025 – December 15th, 2025

What’s the Job?

VantagePoint is searching for a high-potential Associate Consultant to join our Workiva consulting team. This hands‑on, client‑facing role will help shape the next chapter of our NA growth story. You will be solving real business problems, building technology solutions that go live on‑time, in‑budget, and meet the needs of senior finance leaders from day one.

You will combine technology, finance, and people skills to design, deliver, and take ownership of your work from start to finish. You’ll be doing meaningful, hands‑on work, not hiding behind spreadsheets. We want this role to be a springboard for you to go from learning the ropes to setting direction.

Our Workiva consulting revenues in our NA practice have grown more than 100% year on end and we are adding dozens of clients annually. Our reputation is built on exceptional delivery, genuine curiosity, and being a team that enjoys what we do. We want ambitious people who have a high bar for quality, who take initiative, and who want to be part of a team that consistently beats expectations.

Since starting in 2021, our Workiva practice in North America has been the fastest growing practice at VantagePoint and spans the US, Canada and LATAM. This is a chance to join a team that is moving fast. Your ideas, drive, and results will directly shape where we go next.

Responsibilities / Role

• Speaking directly with clients to understand their business needs and current processes.
• Supporting the design of solutions and contributing ideas during workshops and design sessions.
• Building and testing the solution, applying your understanding of both technology and the client’s business context.
• Helping clients define and run testing, while supporting defect resolution and improvement cycles.
• Explaining concepts to clients in their own language and considering their perspective in the messaging and the solution.
• Supporting clients to upskill in Workiva by delivering demonstrations, tailored training sessions, class‑room style learning experiences and delivering documentation by video.
• Building trusted relationships that extend beyond a single project and open up new opportunities for VantagePoint.
• Contributing to marketing or thought‑leadership content that strengthens our reputation across the market.
• Representing VantagePoint at events, talking to clients, prospects, and partners about the work we do.
• Working with our NA leadership team to deepen partnerships with technology vendors and explore new regions and service offerings.
• Collaborating with VantagePoint’s other regions to share and learn best practices across delivery, marketing, engagement management and change management.

Training & Onboarding

• Consulting methodology training to help you understand how we deliver projects, manage clients, and keep quality high.
• Sales and positioning training will support you in confidently and coherently representing our services to clients, and spotting opportunities to position further value‑add engagements.
• Functional coaching using scenarios and role‑plays will help you manage challenging situations with customers, should you experience them.
• Regular internal presentation training will hone your ability to craft a compelling story which supports an argument or direction of travel.
• We adopt an open, two‑way feedback culture, where lessons are shared quickly, wins are celebrated, and growth happens through honest conversation.
• Technical certification pathways in Workiva and other technologies to help you become a trusted expert.
• Sponsorship for professional courses, including areas such as AI and automation, where additional skills add value to our team and clients.
• A dedicated line manager and onboarding buddy to make sure you are supported day‑to‑day.

Success in 6‑12 months

• Building strong, trusted relationships with your team and clients.
• Delivering your work to a high standard with increasing independence.
• Contributing ideas that improve how we deliver projects or how clients experience our work.
• Gaining your Workiva certification(s) and showing real fluency in the platform.
• Demonstrating curiosity and initiative by stepping into areas beyond your immediate purview.
• Making a noticeable, positive impact for both our clients and on our internal culture.

Our best people grow fast because they combine delivery excellence with curiosity, energy, and genuine collaboration. Our goal is for every high‑performing Consultant and Associate Consultant to progress to Consultant level within their first year at VantagePoint.

Who are we looking for?

We hire people who take pride in their work and want to be part of something exceptional. You don’t need to have all the answers on day one, but you do need the drive to find them, the confidence to ask questions, and the judgment to know when to take ownership.

You’ll fit in well if you:

• Have experience in finance consulting, or within a finance team, and understand how finance really operates.
• Are technically minded and enjoy solving problems through structured thinking.
• Can communicate clearly and confidently with clients at every level, including senior stakeholders.
• Work in a way that is professional, organised, and detail oriented.
• Are comfortable working in a fast‑paced environment where quality and accountability matter.
• Have a team mindset: willing to collaborate, support others, and bring energy to the group.
• Look for better ways to do things and act on them rather than waiting to be told.
• Stay calm under pressure and focused on outcomes.
• Care about doing things properly, even when no one is watching.
• Have a sense of humour and make work enjoyable for the people around you.
• If you are a CPA or charted accountant, that is a plus.

A bit more about VantagePoint

Headquartered in London, VantagePoint is a global finance transformation and technology consultancy that has rapidly grown from a company of five to a company of more than 100 in just seven years. We’re an ambitious organisation with an emphasis on cultivating a positive, inclusive, and open environment. Our innovative team of experts work with clients all over the world and we aim to ensure that every individual is given the opportunity to thrive and progress within their career. We're passionate about improving the finance function and the value it creates for the organizations we partner with.

You can find out website here: https://www.vantagepoint.consulting/

Our values

• We listen, we hear, we plan, we act
• We take pride in even the small things
• We give everyone a platform for growth
• We take ownership for our wins and losses
• We empower people to strive for more, challenge and take risks
• We are passionate about building strong partnerships
• We think holistically to deliver tangible value
• We have fun at work because it makes us better at what we do.

What’s in it for you?

• Associate Consultant: $45,000 - $68,000 USD based on experience and location.

Benefits

• 15% discretionary annual bonus, increasing by 5% each full year of service (capped at 25%)
• Retirement planning including 401K plan and employer matching
• Generous paid time off including 20 days of annual leave (PTO), 8 holidays, sick leave, maternity/paternity leave, bereavement leave, and more
• Private healthcare with wellbeing perks
• Travel opportunities across NA and EMEA
• Annual travel stipend to visit our international offices
• $75 monthly gym or wellbeing allowance
• $50 monthly internet allowance
• Employee referral bonus of $2500+
• Client referral bonus of $2,000+
• Commission for cross‑sell opportunities ($1,000 – $3,000)

Other Notes

• We can sponsor working visas for the right candidate.

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Seniority level

Associate

Employment type

Full‑time

Job function

Consulting, Information Technology, and Finance

Industries

Business Consulting and Services

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