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Senior Consultant – Workiva Data Management (Wdata) Implementation & Optimization

1 month ago
North America, United States, Canada
Full-time
Senior
Business Analyst
Data Science and Analytics
CRM Prototyping SQL
Apply Now
Alpha FMC

Alpha FMC

Alpha FMC is a prominent global consultancy that offers specialized consulting, benchmarking, and implementation services tailored to the asset management, wealth management, and insurance sectors within the financial services industry.

Professional Services
251-1K
Founded 2003
View All Jobs 21

Description

  • Lead implementation and optimization of Workiva Wdata solutions to support reporting automation and project delivery.
  • Define business requirements, functional design, process design, prototyping, testing, training, and support procedures.
  • Assess existing Wdata environments, identify gaps or technical debt, and redesign pipelines, tables, and chains for better performance and maintainability.
  • Design scalable data architectures in Wdata.
  • Translate accounting and reporting requirements into Wdata solution designs.
  • Participate in full life cycle implementations from design through delivery.
  • Lead client workshops for solution design and client education.
  • Provide mentorship and guidance to junior staff.
  • Ensure data integrity and automation outcomes across reporting solutions.

Requirements

  • 3+ years of relevant consulting or functional finance industry experience.
  • Workiva Certified Wdata certification.
  • At least 1 full life cycle Workiva or similar EPM cloud technology implementation.
  • Hands-on functional experience in improvement projects and technology-enabled reporting solutions.
  • Strong Excel literacy.
  • Experience assessing current processes and systems to identify improvement opportunities and implement automation.
  • Results-oriented, self-starting, and eager to learn new skill sets.
  • Strong communication skills and ability to identify operating model improvements for clients.
  • Workiva Delivery Certification is highly preferred.
  • 1+ years of management consulting experience preferred.
  • Experience with Workiva implementations and optimizations preferred.
  • Significant hands-on experience implementing Wdata, including data tables, data prep, chains, connectors, views, and transformations preferred.
  • Experience connecting Wdata to SEC reporting, management reporting, ESG, or fund reporting use cases preferred.
  • Strong understanding of data modeling, ETL concepts, and relational structures preferred.
  • Experience integrating ERPs/GLs, subledgers, CRMs, and data warehouses into a central data layer preferred.
  • Comfort working with SQL, data mappings, and transformation logic preferred.
  • Subject matter expertise in Private Equity, Real Estate, or Financial Services preferred.

Benefits

  • Salary range of $100,000–$140,000 USD for US-based hires or $120,000–$160,000 CAD for Toronto-based hires.
  • Eligible for a variable bonus.
  • Unlimited access to LinkedIn Learning and other professional development opportunities.
  • Flexible working schedule that supports work-life balance.
  • 25 days of holiday plus public holidays.
  • Supplemented medical, dental, and vision coverage.
  • 401(k) with employer match.
  • Wellness initiatives, including an allowance for remote working technology and access to discounted travel, tickets, and events.

Interested in this position?

Apply directly on the company website

Apply Now

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