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About the role
- Director, Workiva Consultant leading digital reporting and compliance projects for finance specialists. Working in a global consulting company focused on delivering positive change through digital finance.
Responsibilities
- 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
- Consistently follow all firm policies and guidance
Requirements
- Deep 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)
- 8+ years of system integration, SQL, and/or Python experience (consulting experience strongly preferred)
- 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
- Exceptional attention to detail, with the ability to spot even subtle inconsistencies.
- Experience in consulting, professional services, or client-facing deliverables.
- 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
- Ability to manage people, develop teams and coach more junior team members
- Strong project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, and communications
- Experience with multiple full-lifecycle implementations
- Effective organizational skills and ability to effectively manage multiple and competing priorities
- Leadership skills and executive presence
Benefits
- 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
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