Embark · 1 month ago
Workiva Data Management (Wdata) Implementation Project Lead | Business Transformation Manager
Raleigh Office
Full-time
Onsite
Senior LevelEmbark is a consulting firm focused on modern finance, data, and technology. The Wdata Implementation Project Lead will lead clients in designing and implementing Workiva’s data layer for various reporting needs, ensuring data governance and integration with existing systems.
Management Consulting
Responsibilities
Own discovery, design, build, testing, and deployment of Wdata solutions that support SEC, ESG, financial close, management reporting, and internal controls use cases
Architect table structures, data models, relationships, and data prep logic to support repeatable, governed data pipelines feeding Workiva workspaces and reports
Configure Chains, connectors, and data prep steps to integrate data from ERPs (e.g., NetSuite, SAP, Workday, Oracle), GL/subledgers, data warehouses (e.g., Snowflake, Azure), and flat files into Wdata
Implement standards for data quality, access, approvals, and lineage so clients can trust the data flowing into their Workiva reports and dashboards
Lead conversations with Controllers, SEC Reporting, FP&A, Finance Transformation, and IT/Data teams to define source systems, mappings, transformation rules, and control points
Translate accounting and reporting requirements into Wdata designs and work closely with data engineers, Workiva configuration specialists, and client IT teams
Assess current-state Wdata implementations, identify gaps or technical debt, and redesign pipelines, tables, and chains for performance, scalability, and maintainability
Plan and manage project scope, timelines, and resources; oversee day-to-day delivery; and ensure clear communication and alignment with client stakeholders
Coach team members on Wdata concepts, Workiva architecture, and consulting best practices; help build Embark’s internal Wdata methodology and accelerators
Leverage templates, patterns, and re-usable components for Wdata implementations; stay current on Workiva’s data management roadmap and bring new capabilities into client solutions
Qualification
Required
Significant hands-on experience implementing Wdata (data tables, data prep, chains, connectors, views, transformations)
Proven experience connecting Wdata into one or more Workiva use cases (e.g., SEC reporting, ESG, financial close, SOX, internal management reporting)
Strong understanding of data modeling, ETL/ELT concepts, and relational structures
Experience integrating ERPs/GLs, subledgers, CRMs, and data warehouses into a central data layer
Comfort working with SQL, data mappings, and transformation logic
Track record leading complex, multi-stakeholder projects in a consulting or advisory environment
Ability to facilitate workshops, manage expectations, and communicate clearly with both executives and technical teams
Solid understanding of financial close, consolidation, and reporting processes (e.g., SEC reporting, management reporting, FP&A, controls)
Ability to connect data design decisions to reporting, compliance, and business outcomes
Strong problem-solving mindset and comfort with ambiguity
Excellent written and verbal communication skills
Collaborative, team-oriented style with a focus on client service and team success
Benefits
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
Company
Embark
Embark is a financial advisory consulting firm that helps clients solve their complex financial problems with forward-thinking solutions.
Founded in 2010
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Parthenon Capital Partners
2025-09-04Private Equity
Leadership Team
L. Felice Gorordo
CEO & Board Member
Paul Allen
Founder
Recent News
2025-05-02
Company data provided by crunchbase