Director, Workiva; Digital Reporting and Compliance

Role:

Director, Workiva (Digital Reporting and Compliance)

• Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL;
  Columbus, OH; and Dallas, TX. Other cities are also welcome remotely.
• Office Options:
  Hybrid or Remote. For 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 in choosing these days to accommodate client meetings, team syncs, and individual schedules.
• Travel Requirements:
  Up to 10%

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 )
• Inc Best Workplaces
• Fortune’s Best Workplaces in Consulting )
• Inc. 5000 Fastest-Growing Private Companies in America )

• Work as part of a team of problem solvers with extensive finance management consulting experience to help finance and accounting executives at multi-billion-dollar companies solve complex problems, from strategy through execution
• Assist in execution of the full scope of System Development Lifecycle activities – functional and technical requirements, solution design, interface and system build, testing cycles, training, and deployment
• Translate and review business requirements to effective technical solution designs that are based on leading practice system design principles
• Develop and review executive-level presentations to communicate complex issues and recommendations across processes, systems, and people
• Guide and oversee teams through design sessions and execute and review technical design and build during implementation
• Conduct client training sessions to thoroughly educate them on features and functionalities of the Workiva platform
• Attention to detail in executing work products with excellent follow-through is a must
• Prioritize and manage multiple projects and tasks while setting stakeholder expectations and meeting deadlines
• Mentor and guide junior team members to foster their professional growth and development
• Consistently follow all firm policies and guidance

• Deep technical knowledge of Workiva functionality and development
• Experience with System Development Lifecycle (SDLC) principles, leading practices, and execution (i.e., requirements gathering, solution design and testing cycles)
• 8+ years of system integration, SQL, or Python experience (consulting experience strongly preferred)
• 8+ years of finance management consulting with a focus on finance transformation or finance process improvement, or financial reporting experience with a focus on drafting financial statements
• Expert in building complex Excel formulas (e.g., nested IFs, lookups, array formulas, conditional logic) and leveraging functions such as INDEX/MATCH, XLOOKUP, SUMIFS, and pivot tables to analyze and transform large data sets.
• Skilled at using advanced formulas and functions to streamline processes, ensure accuracy, and enable repeatable analytics
• Demonstrated ability to design and maintain well-structured data models in Excel
• Comfortable transforming raw data into clean, analysis-ready formats that support decision-making and reporting
• Exceptional attention to detail, with the ability to spot even subtle inconsistencies.
• Experience in consulting, professional services, or client-facing deliverables.
• Strong command of English grammar, style, and formatting conventions.
• Outstanding written and verbal communication skills; clearly convey complex business concepts to executive audience…