Senior Consulting Analyst, Financial Reporting
Clearsulting
Cloud
Senior Consulting Analyst, Financial Reporting
Clearsulting
full-time
Posted on:
Origin: • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$100,000 - CA$136,000 per year
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.
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, with the ability to bridge reporting requirements and technical solutions
- Strong communication and collaboration skills, with the ability to work effectively 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 CPA, CFA, or other relevant professional designation (or progress toward one) Experience with testing, training, or end-user support during technology implementations. Prior experience in a consulting or client-facing project role Project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, and communications
