Clearsulting · 11 hours ago
Consulting Manager, Financial Reporting (Workiva)
Clearsulting is a global consulting company focused on delivering positive change through digital finance. The Consulting Manager, Financial Reporting will partner with clients to address their financial and regulatory reporting needs, design Workiva solutions, and manage multiple projects while mentoring junior team members.
ConsultingManagement ConsultingRisk Management
Responsibilities
Partner with clients to understand their financial and regulatory reporting requirements across areas such as 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 where appropriate
Manage multiple projects simultaneously, balancing technical implementation with effective client engagement
Mentor and guide junior team members, fostering collaboration, knowledge sharing, and professional growth
Qualification
Required
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
Preferred
Familiarity with Workiva or other cloud-based reporting platforms
CPA, CFA, or other relevant professional designation
Experience with System Development Lifecycle (SDLC) principles and practices, including requirements gathering, solution design, testing, and deployment
Project management experience, such as workplan creation, milestone tracking, risk management, 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.
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 StageRecent News
Morningstar, Inc.
2025-03-13
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