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
Assist in execution of the full scope of System Development Lifecycle activities – functional and technical requirements, solution design, interface and system build, testing cycles, training, and deployment
Translate and review business requirements to effective technical solution designs that are based on leading practice system design principles
Develop and review executive-level presentations to communicate complex issues and recommendations across processes, systems, and people
Guide and oversee teams through design sessions and execute and review technical design and build during implementation
Conduct client training sessions to thoroughly educate them on features and functionalities of the Workiva platform
Attention to detail in executing work products with excellent follow-through is a must
Prioritize and manage multiple projects and tasks while setting stakeholder expectations and meeting deadlines
Mentor and guide junior team members to foster their professional growth and development
Consistently follow all firm policies and guidance

Requirements

Deep technical knowledge of Workiva functionality and development
Experience with System Development Lifecycle (SDLC) principles, leading practices, and execution (i.e., requirements gathering, solution design and testing cycles)
8+ years of system integration, SQL, and/or Python experience (consulting experience strongly preferred)
8+ years of finance management consulting with a focus on finance transformation or finance process improvement, or financial reporting experience with a focus on drafting financial statements
Expert in building complex Excel formulas (e.g., nested IFs, lookups, array formulas, conditional logic) and leveraging functions such as INDEX/MATCH, XLOOKUP, SUMIFS, and pivot tables to analyze and transform large data sets.
Skilled at using advanced formulas and functions to streamline processes, ensure accuracy, and enable repeatable analytics
Demonstrated ability to design and maintain well-structured data models in Excel
Comfortable transforming raw data into clean, analysis-ready formats that support decision-making and reporting
Exceptional attention to detail, with the ability to spot even subtle inconsistencies.
Experience in consulting, professional services, or client-facing deliverables.
Strong command of English grammar, style, and formatting conventions.
Outstanding written and verbal communication skills; clearly convey complex business concepts to executive audience free of grammatical errors, incorporating leading practices for business writing
Polished presentation skills, using empathy and active listening to engage with audiences and provide valuable insights
Ability to manage people, develop teams and coach more junior team members
Strong project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, and communications
Experience with multiple full-lifecycle implementations
Effective organizational skills and ability to effectively manage multiple and competing priorities
Leadership skills and executive presence

Benefits

Medical, dental, and vision coverage
Unlimited PTO
Paid parental leave
Retirement plans
Flexible work environment
Cell phone reimbursement
Access to mental health apps
Life insurance and disability coverage
Opportunities for ad hoc bonuses

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Workiva functionalitySystem Development Lifecycle (SDLC)SQLPythonExcel formulasdata models in Exceldata analysisfinancial reportingfinance transformationfinance process improvement

Soft Skills

attention to detailproject managementcommunication skillspresentation skillsmentoringleadershiporganizational skillsproblem-solvingteam collaborationstakeholder management