Clearsulting

Sales Operations Manager

• Help drive growth and expand Clearsulting's market presence in its Digital Reporting and Compliance practice (Workiva) by identifying, qualifying and pursuing new business opportunities
• Partner with internal teams to develop pursuit strategies, client positioning, and win themes
• Lead the development of high-quality proposals, presentations, and sales collateral that align with client needs and showcase Clearsulting’s differentiated value
• Support pricing and contract structuring in collaboration with practice leaders
• Attend industry conferences and events to identify new commercial opportunities, strengthen client relationships, and foster strategic alliances
• Collaborate with Workiva account executives to identify new opportunities, drive joint go-to-market efforts, and strengthen account relationships
• Track pipeline performance, delivering weekly reports to key stakeholders, highlighting progress against targets, risks, and growth opportunities

Sales Enablement Manager

Manager

• Support the growth of Clearsulting’s O2C practice by co-developing and executing a niche commercial strategy focused on revenue growth, client expansion, and alliance partnership.
• Own O2C transformation programs across process, organization, and technology dimensions, ensuring high-impact delivery and client satisfaction.
• Lead teams through all phases of the O2C transformation lifecycle: current-state diagnostics, strategy, design, implementation, and realization of outcomes.
• Provide executive-level insights to clients, articulating the integration of people, process, and technology solutions.
• Lead end-to-end pursuit efforts for new opportunities, including scoping, pursuit strategy, estimates, proposals, and closing.
• Own end-to-end sales pipeline for offering of focus, including gross pipeline, new opportunities and sales conversion.
• Mentor, coach, and develop team members across the O2C practice, fostering both technical expertise and client-facing skills.
• Represent Clearsulting at industry conferences/events, driving brand visibility and lead generation.
• Maintain and develop reusable assets to drive efficiency in pursuits (pricing models, RFP responses, sales collateral).

Consulting Manager, Order to Cash

• Develop innovative uses of Kyriba (e.g., API adoption, custom dashboards) and disseminate knowledge internally
• Liaise between Kyriba and Clearsulting, working with Kyriba Product to suggest new ideas, Kyriba Support to resolve issues, and Kyriba Account Management and Sales Executives to drive new business
• Lead trainings and ensure quality of delivery and all deliverables
• Provide coaching and mentorship to the Treasury team’s senior analysts and analysts
• Demonstrate ability to manage people, develop teams, and coach more junior team members
• Showcase effective organizational skills and ability to effectively manage multiple and competing priorities
• Consistently follow all firm policies and guidance

Consulting Manager, Treasury

Financial Planning and Analysis

• Sell, own, manage and deliver SAP Close and Consolidation projects (e.g., SAP Group Reporting, SAP Advanced Financial Close, SAP Intercompany Matching and Reconciliation)
• Lead and manage full-lifecycle SAP Group Reporting implementation projects, including blueprinting, configuration, testing, and go-live support.
• Oversee Clearsulting teams, provide guidance, mentorship and coaching.
• Define project team roles, responsibilities, and reporting structures to enhance collaboration and effectiveness.
• Work cross-functionally with business stakeholders, IT teams, and external partners to deliver seamless, integrated solutions.
• Actively participate in broader SAP Practice development efforts.
• Own commercial execution and help inform, refine and expand our go-to-market strategy.
• Work with SAP and other third-party vendors to ensure successful project delivery and support.
• Establish standards, policies, and best practices for Group Reporting and ensure they are adhered to across projects and initiatives.
• Own the financial aspects of consulting projects, including overseeing invoicing and billing processes.
• Monitor key financial metrics and implement strategies for revenue optimization, including identifying upsell opportunities.
• Encourage personal growth, succession planning, and upskilling through coaching, mentorship, and certification opportunities.

SAP Financial Close and Consolidations Director

• Work as part of a team of problem solvers with strong procurement and supply chain consulting and domain experience to help financial shared services and procurement executives at multi-billion-dollar companies solve complex problems, from strategy through execution.
• Lead and oversee client engagements, ensuring the delivery of high-quality outcomes within scope, timeline, and budget including assessments, finance transformations, vendor selection, process improvement, finance & accounting operating model modernization, and technology implementations.
• Supervise and mentor a team of consultants, providing guidance and support in their professional development and project execution.
• Build and maintain strong relationships with clients, acting as a trusted advisor to address complex business challenges.
• Identify and assist in pursuing new business opportunities, preparing proposals, and leading pitches to secure consulting engagements.
• Provide insights and guidance on industry best practices, emerging trends, and innovative solutions to enhance client value.
• Optimize internal processes, tools, and methodologies to improve service delivery and team productivity.

Consulting Manager, Source to Pay

Sales

• Help drive growth and expand Clearsulting's market presence in its Digital Reporting and Compliance practice (Workiva) by identifying, qualifying and pursuing new business opportunities.
• Partner with internal teams to develop pursuit strategies, client positioning, and win themes.
• Lead the development of high-quality proposals, presentations, and sales collateral that align with client needs and showcase Clearsulting’s differentiated value.
• Support pricing and contract structuring in collaboration with practice leaders
• Attend industry conferences and events to identify new commercial opportunities, strengthen client relationships, and foster strategic alliances.
• Collaborate with Workiva account executives to identify new opportunities, drive joint go-to-market efforts, and strengthen account relationships
• Track pipeline performance, delivering weekly reports to key stakeholders, highlighting progress against targets, risks, and growth opportunities

Sales Manager

• 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

• 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

Senior Consulting Analyst, Financial Reporting

• 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

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

• 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.

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

Sales Enablement Manager

Consulting Manager, Order to Cash

Consulting Manager, Treasury

SAP Financial Close and Consolidations Director

Consulting Manager, Source to Pay

Sales Manager

Consulting Manager, Financial Reporting

Senior Consulting Analyst, Financial Reporting

Consulting Manager, Financial Reporting

Consulting Director, Digital Reporting and Compliance

Senior Consulting Analyst, Financial Reporting

Solution Architect, Treasury