Senior Manager, Delivery Portfolio Management; Workiva)

Senior Manager, Delivery Portfolio Management

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 )
• 'Great Place to Work' Certified )
• Fortune's Best Workplaces in Consulting )
• Inc. 5000 Fastest-Growing Private Companies in America )

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,
• 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 relationships with client stakeholders, serving as an escalation point throughout delivery while identifying opportunities to expand existing client partnerships and services.
• Collaborate with technical, functional, and cross-practice teams to deliver integrated Finance Transformation solutions and successful client outcomes.
• Mentor and develop consultants and managers while driving continuous improvement in delivery methodologies, governance standards, quality control, project management practices, and go-to-market initiatives.
• Identify opportunities to expand existing accounts by introducing additional Digital Reporting & Compliance capabilities, including liaising with Workiva as needed to support with expansion and risk management.
• Lead continuous improvement initiatives that enhance portfolio management, reporting, delivery operations, project management tools, and overall client experience.

What You'll Bring:

• 8+ 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 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.
• Proven ability to build trusted relationships with executive client stakeholders while effectively navigating complex delivery challenges and competing priorities.
• Experience collaborating across technical, functional, commercial, and executive leadership teams to successfully deliver client outcomes.
• Excellent written and verbal communication skills; clearly convey complex business concepts to executive audience, incorporating leading practices for business writing.
• Reporting experience in one or more of the following areas:
  Financial Reporting, Management Reporting, Operational Reporting, GSR Reporting, ESG Reporting, or Private Company Reporting. Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.

Nice-to-Haves:

• Experience leading large-scale Workiva implementation or optimization programs.
• PMP, Agile, Scrum, or comparable project management certification.
• Familiarity with engagement economics including utilization, margin management, forecasting, and revenue planning.
• Experience building PMO standards, delivery…