Senior Manager, Delivery Portfolio Management; Workiva

About this position

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.

• Sunday Times Best Places to Work Award )
• Great Place to Work Certified )
• Fortune’s Best Workplaces in Consulting )
• Inc. 5000 Fastest-Growing Private Companies in America )

Role: Senior Manager, Delivery Portfolio Management

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: 20%

What you'll do

• Serve as the Engagement Lead across a portfolio of Digital Reporting & Compliance client engagements, providing oversight from project initiation through successful delivery while ensuring consistent quality, client satisfaction, and commercial performance.
• Own the health of a portfolio of concurrent projects by proactively identifying delivery risks, managing escalations, driving issue resolution, and ensuring teams execute with consistency, transparency, and accountability.
• Partner with Practice Leadership to provide clear visibility into project status, engagement economics, resource needs, portfolio risks, and client health, enabling leaders to focus on market growth, practice strategy, and people development.
• Lead project governance by establishing effective communication cadence, monitoring milestones, managing RAID logs, facilitating executive steering discussions, and ensuring risks are surfaced and mitigated before they impact project outcomes.
• Own engagement economics across the portfolio by proactively managing scope, budget, staffing, utilization, change requests, and margin while partnering with project teams to maintain healthy financial performance.
• Build trusted advisor relationships with client stakeholders, serving as the primary escalation point throughout delivery while creating opportunities for long‑term account growth.
• Collaborate closely with technical and functional Workiva specialists, enabling them to focus on solution design and implementation while providing leadership across project management, stakeholder communication, commercial oversight, and governance.
• Identify opportunities to expand existing accounts by introducing additional Digital Reporting & Compliance capabilities, including liaising with Workiva as needed to support expansion and risk management.
• Collaborate with other Clearsulting Practices to deliver broader Finance Transformation solutions.
• Mentor, coach, and develop Managers, Senior Consultants, and Consultants by strengthening project management discipline, consulting skills, commercial acumen, and client leadership capabilities.
• Champion delivery excellence by driving consistent adoption of project management standards, delivery methodologies, governance processes, and quality controls across the Practice.
• Lead continuous improvement initiatives that enhance portfolio management, reporting, delivery operations, project management tools, and overall client experience.
• Drive GTM collateral—including qualifications, UBVs, go‑live alerts, and other meaningful materials—and develop strategies to improve brand externally.

What You’ll Bring

• 6+ years of consulting or industry experience leading complex finance transformation, digital reporting, financial reporting, or enterprise software implementation programs.
• Demonstrated experience managing multiple concurrent client engagements with accountability for delivery quality, project governance, client satisfaction, and financial performance.
• Experience serving as an Engagement Lead, Project Director, Program Manager, or Delivery Manager responsible for executive stakeholder management…