Clearsulting

Senior Consulting Analyst, Financial Reporting

Clearsulting

full-time

Posted on:

Origin:  • 🇺🇸 United States • Illinois, Ohio

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Job Level

Senior

Tech Stack

Cloud

About the role

  • 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

Requirements

  • 2-4 years of experience in either: a reporting focused role (financial or regulatory) or a professional services role delivering reporting solutions to clients
  • Familiarity in at least one of the following reporting areas: SEC, SEDAR, Private company, Statutory / regulatory, Funds / investment products
  • Demonstrated experience in system implementations or process improvements, bridging reporting requirements and technical solutions
  • Strong communication and collaboration skills across finance, compliance, and technology teams
  • Detail-oriented with strong organizational skills; able to manage multiple priorities in a deadline-driven environment
  • Nice-to-haves: Familiarity with Workiva or other cloud-based reporting platforms
  • Nice-to-haves: CPA, CFA, or other relevant professional designation (or progress toward one)
  • Nice-to-haves: Experience with testing, training, or end-user support during technology implementations
  • Nice-to-haves: Prior experience in a consulting or client-facing project role
  • Nice-to-haves: Project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, and communications