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Clearsulting · 2 days ago

Director, Workiva (Digital Reporting and Compliance)

Cleveland, OH

Full-time

Hybrid

Director/Executive

$150K/yr - $200K/yr

8+ years exp

Clearsulting is a global consulting company focused on delivering positive change through digital finance. The Director of Workiva will lead a team to assist finance and accounting executives in solving complex problems, manage the System Development Lifecycle, and guide teams through technical design and implementation.

ConsultingManagement ConsultingRisk Management

Growth Opportunities

Responsibilities

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

Qualification

Workiva functionalitySystem Development LifecycleSQLPythonFinance transformationFinancial reportingExcel formulasData modelingAttention to detailWritten communicationPresentation skillsProject managementLeadership skills

Required

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

Preferred

Bachelor's Degree in a business-related field of study, information technology, engineering, or experience in Financial Reporting/Accounting is preferred