Senior Manager, Delivery Portfolio Management; Workiva

About this position

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

Our culture is shaped by five core values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork.

Role: Senior Manager, Delivery Portfolio Management

Location: Cleveland, OH (headquarters) with additional offices in Chicago, IL;
Columbus, OH; and Dallas, TX. Remote options available; hybrid or remote. Expect 8 days of in‑person work per month for team members within a 45‑minute commute. Travel expectation: 20%.

• 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.
• 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 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 and liaising with Workiva as needed.
• 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.

• 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, governance, client satisfaction, and financial performance.
• Experience serving as an Engagement Lead, Project Director, Program Manager, or Delivery Manager responsible for executive stakeholder management and portfolio oversight.
• Deep understanding of project management fundamentals including scope management, risk mitigation, issue resolution, resource planning, change management, executive communications, and delivery governance.
• Experience with System Development Lifecycle (SDLC) principles, leading practices, and execution (e.g., requirements gathering, solution design and testing cycles).
• Strong commercial mindset with experience managing engagement economics…