Consulting Manager, Financial Reporting
Clearsulting
CloudSDLC
Consulting Manager, Financial Reporting
Clearsulting
full-time
Posted on:
Origin: • 🇺🇸 United States • Illinois, Ohio
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
CloudSDLC
About the role
- 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
Requirements
- 5+ years of experience in either a reporting-focused role (financial or regulatory) or a professional services role delivering reporting solutions to clients
- Strong background 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
- Excellent stakeholder management and communication skills, with proven ability to work across finance, compliance, and technology teams
- Strong organizational skills with ability to manage multiple priorities in a deadline-driven environment
- Familiarity with Workiva or other cloud-based reporting platforms (nice-to-have)
- CPA, CFA, or other relevant professional designation (nice-to-have)
- Experience with System Development Lifecycle (SDLC) principles including requirements gathering, solution design, testing, and deployment (nice-to-have)
- Project management experience such as workplan creation, milestone tracking, risk management, change management, and communications (nice-to-have)
