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Consulting Manager, Financial Reporting (Workiva)

Consulting Manager, Financial Reporting (Workiva)

ClearsultingCleveland, OH, US
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Consulting Manager, Financial Reporting (Workiva)

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%

Who We Are

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.

Clearsulting stands by its culture, shaped by our five Core Values : GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence :

  • Sunday Times Best Places to Work Award (2025)
  • 'Great Place to Work' Certified (2022-2025)
  • Fortune's Best Workplaces in Consulting (2022-2024)
  • Inc. 5000 Fastest-Growing Private Companies in America (2020-2023)

What You'll Do

  • 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 activitiesrequirements 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

    • What You'll Bring

  • 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

    • Nice-to-Haves

  • 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 That Benefit You

    We want to cultivate a thriving culture and companyand we know that your health and well-being matter. We offer a benefits package and perks for our team members that include :

  • 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

    • Excited about what we're doing but don't fit every requirement? No problem! At Clearsulting, we're forward-thinkers on a mission to redefine consulting excellence. We're all about diversity and inclusion, committed to assembling teams that mirror the world around us. So, if you're passionate about our mission, you could be the perfect fit for this role or another within our dynamic team. Don't hesitate to apply!

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    Manager Financial Reporting • Cleveland, OH, US