Senior Manager, Delivery Portfolio Management; Workiva

About this Position

Clearsulting is a global consulting company motivated to deliver positive change through digital finance. Our team of finance specialists brings experience and technical capabilities across finance, including financial close, digital reporting, risk advisory, and treasury.

Clearsulting stands by its five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. As a result, we have been recognized for our leadership and workplace environment, receiving awards such as the Sunday Times Best Places to Work Award (2025‑2026), Great Place to Work Certified (2022‑2026), Fortune’s Best Workplaces in Consulting (2022‑2024), and Inc. 5000 Fastest‑Growing Private Companies in America (2020‑2023).

Senior Manager, Delivery Portfolio Management

Clearsulting is headquartered in Cleveland, OH, with additional offices in Chicago, IL;
Columbus, OH; and Dallas, TX. Hybrid or remote work is available—team members within a 45‑minute commute to an office are expected to work in‑person 8 days per month, with flexibility for client meetings and team syncs. 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 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, serve as the primary escalation point, and create opportunities for long‑term account growth.
• Collaborate with technical and functional Workiva specialists 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, 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.

• 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 and portfolio oversight.
• Deep understanding of project management…