Role:
Senior Consulting Analyst, Workiva
Location:
- Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
- Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.
- Travel Expectations: Up to 10%
What you'll do
- Support clients across financial reporting, sustainability reporting, and/or audit, risk and controls by understanding their requirements and translating them into effective Workiva solutions.
- Assist in the design and configuration of Workiva solutions to streamline reporting processes, including data connectivity (Wdata, queries, automations).
- 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.
What You'll Bring:
- 2-4 years of experience in either: A reporting or controls focused role (financial, regulatory, sustainability or audit/risk and controls), or a professional services role delivering Workiva solutions to clients.
- Familiarity with at least one domain such as SEC/SEDAR, statutory reporting, sustainability frameworks, SOX/ICFR, or audit/risk management.
- 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.
Nice-to-Haves:
- Experience with Workiva or similar cloud reporting platforms.
- CPA, CFA, or other relevant professional designations (or progress toward one), including Workiva certifications.
- Project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, and communications
- Exposure to data modeling, automation, or integration tools.
Benefits that Benefit You: