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Clearsulting · 1 hour ago

Senior Consulting Analyst, Financial Reporting (Workiva)

Cleveland, OH

Full-time

Hybrid

Mid, Senior Level

$84K/yr - $111K/yr

2+ years exp

Clearsulting is a global consulting company focused on delivering positive change through digital finance. The Senior Consulting Analyst, Financial Reporting will support client engagements by understanding key reporting requirements and assist in the design and configuration of Workiva solutions.

ConsultingManagement ConsultingRisk Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

Financial ReportingWorkivaSystem ImplementationsSEC ReportingProject ManagementClient-facing ExperienceCollaboration SkillsDetail-orientedOrganizational SkillsCommunication Skills

Required

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

Preferred

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

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

Company

Clearsulting

Clearsulting is a management consulting firm specializing in Finance Effectiveness,Risk Advisory, Automation & Analytics.

Founded in 2015

Cleveland, Ohio, USA

201-500 employees

https://www.clearsulting.com/

H1B Sponsorship

Clearsulting has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (4)

2022 (2)

Funding

Current Stage

Growth Stage

Leadership Team

Adam Hohla, CISA

Partner

Joe Sagrilla

Partner & Chief Strategy Officer