[Hiring] Manager @Alpha Financial Markets Consulting

Role Description

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.

• 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, standups, 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.

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.

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.
• 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.