Embark · 1 month ago
Workiva Senior Associate - Financial Advisory Services
Salt Lake City Office
Full-time
Onsite
Mid, Senior Level
$110K/yr - $120K/yr
2+ years expEmbark is a unique consulting firm committed to creating a thriving workplace culture. The Workiva Senior Associate will support clients in optimizing Workiva Wdesk solutions for financial reporting and compliance, blending process knowledge with hands-on system configuration.
Management Consulting
Responsibilities
Lead and support Workiva projects including implementations, system enhancements, reporting automation, and workflow optimization
Configure Wdesk workspaces, build connected documents, link data, and support integrations with client systems
Map existing reporting processes, identify inefficiencies, and translate client needs into scalable Workiva solutions
Assist with project planning, deliverables, testing, documentation, and client communication
Provide coaching and informal mentorship to Associates and Analysts as needed
Support user training, adoption efforts, and post-implementation refinement
Contribute to the development of Embark’s Workiva methodologies, accelerators, and internal knowledge base
Qualification
Required
2–4+ years of experience in consulting, reporting, compliance, analytics, or technology-enabled process improvement
Hands-on Workiva experience (Wdesk/Wdata) strongly preferred; Workiva certifications a plus
Strong understanding of reporting workflows (financial reporting, management reporting, SOX/compliance, or operational reporting)
Ability to work with data structures, process flows, and connected reporting concepts
Excellent communication and client-facing skills with an ability to explain complex concepts simply
Strong organizational skills and ability to manage multiple workstreams in a fast-paced environment
Bachelor's degree in Accounting, Finance, Information Systems, Business, or related field
Preferred
Background in accounting, finance, auditing, or internal controls
Experience with ERP systems, data transformation tools, or system integrations
Prior consulting or client-service experience
Benefits
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
$150 monthly stipend for holistic development
Access to CPE credits, learning platforms, coaching, and professional development
Up to 3% 401(k) matching and financial advisory services
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.
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
Recent News
2025-05-02
Company data provided by crunchbase