Manager – Workiva Data Management, Implementation & Optimization

North America

Alpha is a global advisory firm focused on alternative investments, financial services, and technology-enabled transformation. We help clients improve reporting processes, governance, and scalability through a combination of business consulting, technology implementation, and deep industry expertise.

Our Enterprise Performance Management (EPM) practice helps clients achieve operational and financial excellence through advanced planning, forecasting, and profitability solutions. We combine the talents of industry leaders and service-delivery experts, pairing hands‑on consulting with technology implementation to drive structure, process improvement, and long‑term scalability. Our work spans project-based engagements across business consulting, technology solutions, and end‑to‑end operational improvement.

About the Team

As an Elite Workiva partner, Alpha's Workiva practice is one of our core solution offerings. We're looking for an experienced Manager-level consultant who can step into active client delivery, lead Workiva implementation projects, manage delivery teams, and drive high-quality outcomes across complex reporting and operational initiatives.

This is a hands‑on consulting leadership role. The ideal candidate can quickly pick up active projects, understand client requirements, organize workstreams, manage teams, communicate clearly with stakeholders, and drive delivery forward with minimal ramp‑up.

What You’ll Do / Keys to Success

• Lead the planning, execution, and delivery of Workiva implementation projects from kickoff through go‑live, ensuring projects are delivered on time, within scope, and aligned to client expectations.
• Serve as the day‑to‑day project lead and primary client contact, managing scope, timelines, deliverables, risks, issues, budget awareness, and overall communication.
• Lead client meetings, discovery sessions, design workshops, status calls, sprint reviews, steering committee updates, and go‑live readiness discussions.
• Translate client reporting processes, spreadsheets, documents, and business requirements into scalable Workiva solutions.
• Oversee the setup and configuration of Workiva documents, spreadsheets, presentations, processes, tasks, permissions, reporting workflows, template structures, linking strategies, common content, and review cycles.
• Manage consultants and solution architects assigned to Workiva implementation projects by assigning work, monitoring progress, removing blockers, reviewing deliverables, and holding the team accountable.
• Support Agile delivery activities, including sprint planning, backlog management, stand‑ups, retrospectives, and definition‑of‑done reviews.
• Develop and deliver client training, support user acceptance testing, resolve feedback, and help clients understand how to maintain and operate their Workiva solution after go‑live.
• Build trusted relationships with client stakeholders across accounting, finance, reporting, operations, IT, audit, compliance, and executive teams.
• Proactively identify project risks, dependencies, decisions, and opportunities to expand client value through additional Workiva use cases, optimization, managed services, or future phases.
• Mentor consultants and senior consultants while supporting Alpha’s internal methodology, accelerators, templates, delivery best practices, and sales pursuits as needed.

Required Qualifications

• 5+ years of consulting, financial systems, reporting transformation, or enterprise software implementation experience.
• 3+ years of hands‑on Workiva implementation experience.
• Experience leading Workiva implementation projects or major Workiva workstreams.
• Strong understanding of Workiva documents, spreadsheets, linking, reporting workflows, permissions, tasks, processes, and platform administration.
• Ability to translate existing client reports, spreadsheets, documents, business requirements, and manual processes into scalable Workiva solutions.
• Strong project management skills, including scope, timeline, budget, risk, issue, and stakeholder management.
• Experience managing consultants or cross‑functional delivery teams.
• Strong client‑facing presence with the ability to lead meetings, workshops, and executive‑level status updates.
• Excellent written and verbal communication skills.
• Strong Excel literacy and comfort working with financial reporting materials.
• Familiarity with Agile project delivery, including sprint planning, backlog management, and status reporting.
• Ability to operate independently, manage ambiguity, and drive work forward with minimal oversight.

Preferred Qualifications

• Workiva certifications or specializations in one or more relevant areas.
• Experience implementing Workiva for financial reporting, fund reporting, investor reporting, SEC reporting, management reporting cases.
• Experience working with private markets, asset management, real estate, insurance, public companies, or broader financial services clients.
• Experience with template design, common content, report standardization, roll‑forward processes, review workflows, and scalable reporting architecture.
• Prior management consulting experience.
• Experience supporting go‑live readiness, user acceptance testing, training, and post‑go‑live support.
• Ability to support sales pursuits, solution demonstrations, estimates, and statements of work.
• Strong understanding of reporting operating models and how technology can improve process efficiency, governance, and control.

Compensation and Benefits

• Learning and development: Vast opportunities to self‑development, unlimited access to LinkedIn Learning
• Flexible working: Work‑life balance with flexible schedule
• Community events: We offer a range of social events and meetups
• 25 days’ holiday in addition to public holidays
• Supplemented medical, dental and vision coverage
• 401(k) with employer match
• Wellness initiatives to promote healthy working, including an allowance for remote working technology
• Access to discounted travel, tickets, events, and more through our benefit partner

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $130,000 – $160,000 USD for US based hires and $150,000 – $170,000 CAD for Toronto based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.

Voluntary Self-Identification

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As set forth in Alpha Financial Markets Consulting’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

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