Consulting Manager, Workiva Wdata (Digital Reporting & Compliance)

Clearsulting; Chicago (IL); Hybrid; USD 120,000 - 156,000; Full time

Benefits offered by this job

Medical, dental, and vision

Unlimited PTO

Paid parental leave

Retirement plans

Flexible work environment

Cell phone reimbursement

Access to mental health apps

Life insurance and disability coverage

Bonus opportunities

Job summary

Clearsulting is seeking a Consulting Manager for Workiva Wdata (Digital Reporting & Compliance) with hybrid/remote options in the United States. This role requires strong SDLC experience, 6+ years in system integration and finance consulting, and leadership to guide teams and mentor consultants.

Travel and office participation are part of the engagement, with broad client-facing responsibilities across multi-billion-dollar environments.

Qualifications

• 6+ years of system integration, SQL, and/or Python experience.
• 6+ years of finance management consulting or financial reporting experience.
• Expert in building complex Excel formulas with advanced functions.
• Experience with SDLC and leading practices in delivery.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Work with finance executives to solve complex problems from strategy through execution.
• Lead SDLC activities: requirements, design, testing, deployment.
• Translate business requirements into technical solution designs based on best practices.
• Develop executive-level presentations communicating findings and recommendations.
• Mentor junior team members and oversee design sessions and implementation.
• Conduct client training on Workiva platform features.

Skills

System integration

SQL

Python

Finance consulting

Excel formulas

Project management

Mentoring

Client-facing

Education

Bachelor’s degree

Tools

Workiva platform

Excel

Data modeling tools

Job description

Role:

Consulting Manager, Workiva Wdata (Digital Reporting & Compliance)

Location:

• Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
• 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: 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
• Assistin 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 isa 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:

• Strongtechnical 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) andleveragingfunctions 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 andmaintainwell-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 workplandevelopment, 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 andprovidevaluable 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

Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/

The compensation range for this position is $120,000- $156,000 USD. 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.

U.S. E-Verify Participation

Clearsulting participates in E-Verify to confirm U.S. employment eligibility; please review the required E-Verify Participation Notice and Right to Work Notice