Senior Consulting Manager, Workiva Wdata (Digital Reporting & Compliance)

Clearsulting; Cleveland (OH); Hybrid; USD 144,000 - 186,000; Full time

Benefits offered by this job

Medical coverage

Unlimited PTO

Parental leave

Retirement plans

Flexible work environment

Cell phone reimbursement

Mental health resources

Life insurance

Disability coverage

Bonus opportunities

Job summary

Clearsulting in Cleveland, OH, is seeking a Senior Consulting Manager for Workiva Wdata (Digital Reporting & Compliance). You will lead a team delivering finance management consulting at multi-billion-dollar clients, focusing on data-driven decisions and compliant reporting.

The role requires 6-8+ years in system integration and finance transformation, strong Excel and SQL skills, and experience guiding full lifecycle implementations. Hybrid/Remote work options are available within the US.

Qualifications

• 6-8+ years of system integration experience.
• 6-8+ years of finance management consulting, or financial reporting with transformation focus.
• Strong Excel formulas and data analysis capabilities.
• Experience with SDLC and leading practices in project delivery.
• Proven client-facing consulting experience.

Responsibilities

• Collaborate with finance executives to solve complex problems from strategy to execution.
• Lead SDLC activities: requirements, design, build, test, and deployment.
• Translate business requirements into technical designs based on leading practices.
• Develop executive presentations communicating issues and recommendations across processes, systems, and people.
• Guide design sessions and oversee implementation builds.
• Conduct client training on Workiva features and capabilities.
• Ensure meticulous follow-through and attention to detail.
• Prioritize multiple projects and manage stakeholder expectations.
• Mentor junior team members for professional growth.

Skills

Workiva

SQL

Python

SDLC

Finance transformation

Project management

Leadership

Client-facing

Excel - advanced

Data modeling

Education

Bachelor's degree in business or IT

Tools

Workiva platform

Excel

Pivot tables

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.

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, 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
• 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)
• 6-8+ years of system integration, SQL, and/or Python experience
• 6-8+ 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

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

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