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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading finance transformation initiatives utilizing Workiva, with a strong focus on functional solution design, financial reporting processes, and stakeholder collaboration. Proven ability to manage project scope, timelines, and budgets while coaching and mentoring teams to optimize implementations and enhance user experience.
Highest-signal resume keywords
Workiva FunctionalityFinancial Reporting ProcessesConsulting-Oriented Delivery ExperienceCoaching and Supervising Engagement TeamsWorkiva Certifications
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Functional Solution DesignData GovernanceWorkflow ManagementFinancial Reporting StructuresUser Acceptance TestingReporting AutomationIntegration RequirementsData IntegrityStandardizationAutomation
Soft Skills
Client Workshop LeadershipCommunication with Senior StakeholdersCollaboration Across TeamsRelationship BuildingMentoring
Tools & Technologies
Workiva DocumentsWorkiva SpreadsheetsWorkiva PresentationsWorkiva WdataSAPOracleWorkdayBlackLineOneStreamSnowflake
Certifications & Qualifications
CPACACFACMAWorkiva Certifications
Industry Keywords
Financial ReportingConsultingFinance TransformationDisclosure ReportingManagement ReportingXBRLProfessional ServicesRegulatory ComplianceData WarehouseERP
Tech Stack
Tools & technologiesERPOracleSnowflake
About the role
Key responsibilities & impact- Lead finance transformation and technology engagements and workstreams involving Workiva
- Gather requirements, perform functional design, configure solutions, test, deploy, train users and optimize implementations
- Lead client workshops and translate accounting, financial reporting and business requirements into Workiva designs
- Design financial reporting structures, workflows, security, permissions, data structures and governance processes
- Provide functional leadership across Workiva Documents, Spreadsheets, Presentations, Wdata, Chains, connected reporting, workflow management and reporting automation
- Define and oversee data and integration requirements between Workiva and ERP, EPM, CPM, consolidation, data warehouse and other source systems
- Support design and optimization of external, statutory, regulatory, management and other financial reporting processes
- Lead design workshops, user acceptance testing, training, deployment readiness and post-implementation stabilization
- Assess financial reporting processes and technology environments and identify opportunities for standardization, automation, governance, data integrity and user experience improvements
- Manage engagement scope, timelines, budgets, quality, risks, issues, client expectations and engagement economics
- Manage and coach senior consultants and staff
- Build relationships with finance, controllership, financial reporting and technology stakeholders
- Support proposals, client pursuits, solution demonstrations, scoping and effort estimation
- Collaborate across EY teams to bring finance, accounting, data and technology capabilities to engagements
- Contribute to EY methodologies, implementation approaches, training materials and knowledge sharing
- Promote an innovative, team-oriented environment and conduct coaching, mentoring and performance reviews
- Contribute to recruiting, retaining and training Finance & Performance Management professionals
- Follow independence, quality, risk management, client acceptance and workplace policies
Requirements
What you’ll need- Strong functional solution design mindset
- Strong understanding of Workiva functionality, including solution design, configuration, data, workflow and governance
- Ability to lead client workshops, synthesize complex requirements and communicate recommendations to senior stakeholders
- Strong understanding of financial reporting processes
- Consulting-oriented delivery experience owning scope, timeline, budget, quality, risks, issues and client expectations
- Ability to coach and supervise engagement teams and provide functional direction
- Strong collaboration across accounting, reporting, finance transformation, data and technology teams
- Current or prior Workiva certifications or formal Workiva platform training preferred
- Experience across multiple Workiva financial reporting implementations or use cases preferred
- Experience with complex financial statements, disclosure reporting and management reporting environments preferred
- Experience with structured reporting or XBRL would be an asset
- Knowledge of SAP, Oracle, Workday, BlackLine, OneStream, Snowflake, Databricks or Microsoft technologies preferred
- Professional designation such as CPA, CA, CFA, CMA or another relevant certification preferred
- Previous professional services or consulting experience preferred
- French-language skills would be an asset
Benefits
Comp & perks- Discretionary bonus program
- Comprehensive medical, prescription drug and dental coverage plan
- Defined contribution pension plan
- Great vacation policy
- Firm-paid days and statutory holidays
- Paid personal days based on province of residence
- Programs and benefits supporting physical, financial and social well-being
- Support and coaching from engaging colleagues
- Learning opportunities to develop new skills and progress your career
- Freedom and flexibility to handle the role in a way that’s right for you