Clearsulting

Financial Planning and Analysis

• Partner with clients to understand their financial and regulatory reporting requirements across SEC, SEDAR, private company, statutory, fund, and investment product reporting
• Design and implement Workiva solutions to streamline reporting processes, ensuring accuracy, efficiency, and compliance
• Execute the full scope of system development lifecycle activities—requirements gathering, solution design, configuration and integration, testing cycles, training, and deployment
• Contribute to continuous improvement initiatives by sharing best practices, identifying opportunities to enhance delivery, and supporting knowledge development within the team
• Build and maintain strong stakeholder relationships by proactively addressing issues, managing escalations, and identifying additional opportunities
• Manage multiple projects simultaneously, balancing technical implementation with effective client engagement
• Mentor and guide junior team members, fostering collaboration, knowledge sharing, and professional growth
• Travel up to 10% as required and participate in in-person client or team meetings when needed

Consulting Manager, Financial Reporting

Solutions Engineer

• Assist in driving full scope of system implementation activities, including gathering functional and technical requirements, designing solution, building interfaces and systems, completing testing cycles, delivering training, and deploying the final product
• Lead configurations, train clients on technical solutions, and ensure quality of delivery and all deliverables, including process documentation and UAT scripts
• Build and maintain relationships with stakeholders, addressing escalations autonomously and identifying additional opportunities within Treasury and/or Clearsulting
• Participate in full sales cycle, including scoping, pricing, preparing presentation, and delivering presentation
• Prioritize and manage multiple projects and tasks while setting stakeholder expectations and meeting deadlines

Solution Architect, Treasury

• Support client engagements by developing an understanding of key reporting requirements across SEC, SEDAR, private company, statutory, fund, and investment product reporting
• Assist in the design and configuration of Workiva solutions to streamline reporting processes, ensuring accuracy, efficiency, and compliance.
• Participate in system development lifecycle activities, including requirements documentation, solution design, configuration, testing, training, and deployment.
• Collaborate with team members and client stakeholders to ensure successful project delivery, proactively communicating progress and challenges.
• Manage individual workstreams or tasks within larger projects, balancing technical implementation with effective team coordination.

Senior Consulting Analyst, Financial Reporting

Compliance

• 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
• Design system architecture and personally execute the implementation of best-in-class Workiva platform models
• Prioritise and manage multiple projects and tasks, including engagement economics and project scope, while setting stakeholder expectations and meeting deadlines
• Develop executive-level presentations to communicate complex issues and recommendations across processes, systems, and people
• Conduct client training sessions to thoroughly educate them on features and functionalities of the Workiva platform
• Participate in sales cycles to showcase expertise and conduct product demonstrations; assist with drafting Statements of Work (SOWs) and proposals
• Mentor and guide Analyst, Senior and Manager level team members to foster professional growth and development

Consulting Director, Digital Reporting and Compliance

• Partner with clients to understand their financial and regulatory reporting requirements across areas such as SEC, SEDAR, private company, statutory, fund, and investment product reporting.
• Design and implement Workiva solutions to streamline reporting processes, ensuring accuracy, efficiency, and compliance.
• Execute the full scope of system development lifecycle activities—requirements gathering, solution design, configuration and integration, testing cycles, training, and deployment
• Contribute to continuous improvement initiatives by sharing best practices, identifying opportunities to enhance delivery, and supporting knowledge development within the team
• Build and maintain strong stakeholder relationships by proactively addressing issues, managing escalations, and identifying additional opportunities where appropriate
• Manage multiple projects simultaneously, balancing technical implementation with effective client engagement
• Mentor and guide junior team members, fostering collaboration, knowledge sharing, and professional growth

• Support client engagements by developing an understanding of key reporting requirements across SEC, SEDAR, private company, statutory, fund, and investment product reporting
• Assist in the design and configuration of Workiva solutions to streamline reporting processes, ensuring accuracy, efficiency, and compliance
• Participate in system development lifecycle activities, including requirements documentation, solution design, configuration, testing, training, and deployment
• Collaborate with team members and client stakeholders to ensure successful project delivery, proactively communicating progress and challenges
• Manage individual workstreams or tasks within larger projects, balancing technical implementation with effective team coordination
• Travel up to 10% as required by engagements