Posted 2 months ago
Consulting Director, Financial Reporting (Workiva)
@ Clearsulting
Toronto, Ontario
Overview
Clearsulting is hiring a Consulting Director, Financial Reporting to lead end-to-end Workiva implementation engagements for large, complex organizations. The role covers delivery leadership, client executive relationships, mentoring consultants and business development. The posting states a hybrid or remote arrangement with 4 in-person days per month for those within a 45-minute commute of an office, 20-40% travel, and a salary range of $185,000-$246,000 CAD with bonus eligibility.
Responsibilities:
- Lead end-to-end Workiva implementation engagements for large organizations
- Provide delivery leadership and ensure quality client outcomes
- Build executive client relationships and manage scope and risk
- Mentor and coach consultants
- Support business development, proposals and client presentations
Requirements summary:
- 8+ years leading Workiva implementations
- CPA required or preferred, or equivalent financial reporting experience
- Deep Workiva platform expertise
- Experience managing cross-functional teams and executive stakeholders
- Proficiency with Excel and financial data analysis
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · rippling
- Employer posting date
- 2026-09-15
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-16
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Lead |
| Department | Business operations |
| Experience | 8+ years |
| Manages people | Yes |
| Hours per week | 40 (estimated) |
| Travel | air: moderate |
| Work setting | Office, Client sites, Home |
| Position | Sitting and standing |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | CPA |
| Perks mentioned | Generous paid time off, Generous parental leave, Retirement plan, Performance bonus, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Clearsulting
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Full company description
Clearsulting’s innovative problem solving and proven technology workflows help finance leaders embrace digital to become better business partners. Acting as a link across your business, we connect your vision with the processes, technology, and systems that yield success. Our services take a digital-minded approach to push your business further. Marketplace awards and recognition: • Sunday Times Best Places to Work Award (2025) • 'Great Place to Work' Certified (2022-2026) • Fortune’s Best Workplaces in Consulting & Professional Services (2022-2024) • Inc. 5000 Fastest-Growing Private Companies in America (2020-2025) • Inc. Best Workplaces (2020-2025) • Consulting Magazine Top Consultant Award Winners (2023-2024) • 'Consulting's Fastest Growing Firms' - Consulting Magazine (2020,2022)
- LinkedIn followers
- 8,735
- People associated on LinkedIn
- 341
- Reported office locations
- 1621 Euclid Ave., Ste. 2150, Cleveland, OH 44115, US
- Chicago, Illinois 60654, US
- Dallas, Texas 75219, US
- London, GB
- Columbus, US
- Toronto, CA
- Sydney, AU
- Business categories
- Consulting
- Risk Management
- Management Consulting
- Other recorded names
- Clearsulting
- Specialties
- Finance Effectiveness
- Service Delivery Model
- Process Improvement
- Robotic Process Automation (RPA)
- Business Insight
- M&A Integration
- Automation & Analytics
- Digital Capability Development
- Analytics & Data Visualization
- Financial Systems
- Financial Systems Strategy
- BlackLine Design & Implementation
- Enterprise Performance Management
- Risk Advisory
- Internal Audit Co-Souring & Outsourcing
- Digital Continuous Audit
- Internal Control Reengineering
- Sarbanes-Oxley Compliance
- Healthcare
- Clinical Process Improvement
- EMR Data Value
- Revenue Cycle Optimization
- Mergers
- Acquisitions
- & Partnerships
- and Cybersecurity
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Clearsulting’s innovative problem solving and proven technology workflows help finance leaders embrace digital to become better business partners. Acting as a link across your business, we connect your vision with the processes, technology, and systems that yield success. Our services take a digital-minded approach to push your business further. Marketplace awards and recognition: • Sunday Times Best Places to Work…
| Field | Value |
|---|---|
| Industry | Business Consulting and Services |
| Company size | 201-500 employees |
| Headquarters | Cleveland, OH |
| Organization type | Privately Held |
| Year founded | 2015 |
| Specialties | Finance EffectivenessService Delivery ModelProcess ImprovementRobotic Process Automation (RPA)Business InsightM&A IntegrationAutomation & AnalyticsDigital Capability DevelopmentAnalytics & Data VisualizationFinancial Systems |
| Open jobs on Jobsy | 14 |
| View page |
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 (2025-2026)
- ‘Great Place to Work’ Certified (2022-2026)
- Fortune’s Best Workplaces in Consulting (2022-2024)
- Inc. 5000 Fastest-Growing Private Companies in America (2020-2026)
Role:
Consulting Director, Financial Reporting (Workiva)
Location:
- Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 4 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.
- Travel Expectations: 20-40%
What you'll do
- Lead end-to-end Workiva implementation engagements for large, complex organizations, partnering with finance, accounting, and reporting stakeholders to design, implement, and deploy solutions that improve financial reporting and disclosure management.
- Provide delivery leadership across Workiva implementation engagements, ensuring high-quality execution, adherence to leading practices, and successful client outcomes.
- Build trusted relationships with client executives and project sponsors, proactively managing expectations, risks, scope, and overall engagement health.
- Serve as a subject matter expert on Workiva capabilities and leading practices for financial reporting and disclosure management.
- Mentor, coach, and develop consultants by providing technical guidance, reviewing work products, and supporting career development.
- Collaborate with firm leadership to support business development activities, including proposal development, solution design, client presentations, and scoping of new opportunities.
- Contribute to the development of implementation methodologies, reusable assets, accelerators, and internal best practices.
- Effectively manage multiple client engagements while balancing quality, timelines, budgets, and stakeholder communications.
- Consistently follow firm methodologies, quality standards, and delivery practices.
What You'll Bring:
- 8+ years of experience leading Workiva implementations with responsibility for solution delivery, client engagement, and project leadership.
- Deep expertise with the Workiva platform, including financial reporting, disclosure management, document collaboration, and related capabilities.
- CPA required or preferred, or equivalent experience in financial reporting, SEC/SEDAR reporting, external reporting, technical accounting, or corporate accounting.
- Strong understanding of financial statement preparation, reporting processes, disclosure management, and reporting controls.
- Proven experience leading cross-functional project teams and managing client relationships with executive and senior finance stakeholders.
- Demonstrated ability to deliver high-quality client solutions while managing project scope, risks, budgets, and timelines.
- Experience facilitating executive workshops, gathering business requirements, and translating business needs into scalable Workiva solutions.
- Exceptional consulting, communication, and presentation skills with the ability to influence executive audiences.
- Experience supporting business development efforts, including proposals, solution demonstrations, estimating, and client pursuits.
- Exceptional project management skills with experience managing multiple concurrent engagements.
- Experience mentoring consultants and developing high-performing delivery teams.
- Proficiency with Excel and financial data analysis
Nice-to-Haves:
- Experience in external reporting or controllership functions within a public company.
- Experience with Workiva Wdata, Chains, SQL, and platform integrations.
- Experience integrating Workiva with ERP systems such as SAP, Oracle, Microsoft Dynamics, or Workday.
- Prior experience in management consulting or professional services.
Benefits that Benefit You:
We want to cultivate a thriving culture and company—and 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!
Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/
The compensation range for this position is $185,000-$246,000 CAD. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program.
Equal Opportunity Statement
Clearsulting is committed to creating an inclusive workplace where everyone has an equal opportunity to succeed. We make employment decisions based on qualifications, merit, and business needs, without discrimination on any basis protected by applicable local and statutory law.
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