Senior Consulting Manager, Financial Reporting (Workiva)

Clearsulting LLC; Cleveland (OH); On-site; USD 144,000 - 186,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Unlimited PTO

Parental leave

Retirement plan

Flexible work

Cell phone stipend

Mental health support

Job summary

Clearsulting is seeking a Senior Consulting Manager, Financial Reporting (Workiva) to lead end-to-end Workiva implementations for large organizations. You will partner with finance, accounting, and reporting stakeholders to design, implement, and deploy reporting solutions that improve disclosure management.

Location is Cleveland, OH with hybrid or remote options; expect 20-40% travel. The role emphasizes leadership, client relationship management, and development of delivery teams within a

Qualifications

• CPA or equivalent experience in financial reporting is preferred.
• Strong knowledge of Workiva for financial reporting and disclosure management.
• Proven ability to lead cross-functional project teams and manage client relationships.
• Experience presenting to executives and driving scope, risks, and timelines.

Responsibilities

• Lead end-to-end Workiva implementation engagements for large organizations.
• Provide delivery leadership and ensure high-quality execution using best practices.
• Build relationships with client executives and project sponsors.
• Serve as a subject matter expert on Workiva capabilities.
• Mentor consultants and develop delivery teams.
• Support business development with proposals, demos, and scoping.
• Develop implementation methodologies, assets, and accelerators.
• Manage multiple engagements balancing quality, timelines, budgets, and communications.
• Follow firm methodologies and delivery standards consistently.

Skills

Workiva platform expertise

Leadership

Financial reporting

Client relationship management

Project management

Excel

Communication

Reporting controls

Education

CPA or equivalent experience

Tools

Workiva Wdata

Workiva Chains

ERP integrations (SAP/Oracle)

Job description

About this position

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)

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:

Senior Consulting Manager, Financial Reporting (Workiva)

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: 20-40%

What you'll do

• Lead end-to-end Workiva implementation engagements for large, complex organizations, partnering with finance, accounting, and reporting stakeholders to design, implement, and deploy solutions that improve financial reporting and disclosure management.
• Provide delivery leadership across Workiva implementation engagements, ensuring high-quality execution, adherence to leading practices, and successful client outcomes.
• Build trusted relationships with client executives and project sponsors, proactively managing expectations, risks, scope, and overall engagement health.
• Serve as a subject matter expert on Workiva capabilities and leading practices for financial reporting and disclosure management.
• Mentor, coach, and develop consultants by providing technical guidance, reviewing work products, and supporting career development.
• Collaborate with firm leadership to support business development activities, including proposal development, solution design, client presentations, and scoping of new opportunities.
• Contribute to the development of implementation methodologies, reusable assets, accelerators, and internal best practices.
• Effectively manage multiple client engagements while balancing quality, timelines, budgets, and stakeholder communications.
• Consistently follow firm methodologies, quality standards, and delivery practices.

What You'll Bring:

• 6-8+ years of experience leading Workiva implementations with responsibility for solution delivery, client engagement, and project leadership.
• Deep expertise with the Workiva platform, including financial reporting, disclosure management, document collaboration, and related capabilities.
• CPA required or preferred, or equivalent experience in financial reporting, SEC/SEDAR reporting, external reporting, technical accounting, or corporate accounting.
• Strong understanding of financial statement preparation, reporting processes, disclosure management, and reporting controls.
• Proven experience leading cross-functional project teams and managing client relationships with executive and senior finance stakeholders.
• Demonstrated ability to deliver high-quality client solutions while managing project scope, risks, budgets, and timelines.
• Experience facilitating executive workshops, gathering business requirements, and translating business needs into scalable Workiva solutions.
• Strong consulting, communication, and presentation skills with the ability to influence executive audiences.
• Experience supporting business development efforts, including proposals, solution demonstrations, estimating, and client pursuits.
• Strong project management skills with experience managing multiple concurrent engagements.
• Experience mentoring consultants and developing high-performing delivery teams.
• Proficiency with Excel and financial data analysis

Nice-to-Haves:

• Experience in external reporting or controllership functions within a public company.
• Experience with Workiva Wdata, Chains, and platform integrations.
• Experience integrating Workiva with ERP systems such as SAP, Oracle, Microsoft Dynamics, or Workday.
• Prior experience in management consulting or professional services.

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

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. Don't hesitate to apply!

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

The compensation range for this position is $144,00-$186,000 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

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