Senior Consulting Analyst, Financial Reporting; Workiva

Join to apply for the Senior Consulting Analyst, Financial Reporting (Workiva) role at Clearsulting

Location:

Hybrid or Remote. Clearsulting is headquartered in Cleveland, OH, with additional offices in Chicago, IL;
Columbus, OH; and Dallas, TX. Other cities are welcome remotely. Office options include 8 days of in-person work per month within a 45-minute commuting radius of a Clearsulting office.

Senior Consulting Analyst, Financial Reporting (Workiva)

• Support client engagements by developing an understanding of key reporting requirements across SEC, SEDAR, private company, statutory, fund, and investment product reporting
• Assist in the design and configuration of Workiva solutions to streamline reporting processes, ensuring accuracy, efficiency, and compliance
• 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 work streams or tasks within larger projects, balancing technical implementation with effective team coordination

• 2–4 years of experience in either: a reporting-focused role (financial or regulatory), or a professional services role delivering reporting solutions to clients
• Familiarity 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
• 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

• Familiarity with Workiva or other cloud-based reporting platforms
• CPA, CFA, or other relevant professional designation (or progress toward one)
• Experience with testing, training, or end-user support during technology implementations
• Prior experience in a consulting or client-facing project role
• Project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, and communications

• 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

Learn more about Clearsulting by visiting the career culture page on