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Workiva Implementation Manager (49141)

Roles & Responsibilities

  • Experience leading Workiva financial reporting implementations or equivalent cloud-based reporting platforms
  • Proven leadership of cross-functional consulting teams (onshore/offshore) with focus on mentorship and professional development
  • Strong client relationship management and ability to translate business requirements into technology solutions
  • Experience with solution design, configuration, data validation, testing, and delivery governance; ability to contribute to pre-sales activities

Requirements:

  • Lead end-to-end delivery of Workiva financial reporting implementation projects, ensuring alignment with scope, timeline, and quality standards
  • Manage and mentor Senior Consultants, Consultants, and offshore team members to ensure high-quality execution and professional development
  • Cultivate strong client relationships by leading strategic discussions, aligning on project goals, and ensuring solutions meet business and reporting objectives
  • Oversee solution design and configuration by guiding the team in translating business requirements into scalable, efficient Workiva implementations

Job description

Citrin Cooperman is seeking a skilled and client-focused Workiva Implementation Manager to join our growing Workiva Services team within the Digital and Cloud Services practice. This role is central to delivering high-impact financial reporting solutions using Workiva’s cloud-based platform. The Manager will lead client engagements, oversee project delivery, and manage a team of consultants and offshore resources to ensure quality outcomes and continuous improvement. 

Responsibilities 

  • Lead end-to-end delivery of Workiva financial reporting implementation projects, ensuring alignment with scope, timeline, and quality standards 
  • Manage and mentor Senior Consultants, Consultants, and offshore team members to ensure high-quality execution and professional development 
  • Cultivate strong client relationships by leading strategic discussions, aligning on project goals, and ensuring solutions meet business and reporting objectives  
  • Oversee solution design and configuration by guiding the team in translating business requirements into scalable, efficient Workiva implementations  
  • Ensure delivery quality by establishing review protocols, validating data integrity, and overseeing testing outcomes to support accurate and reliable reporting 
  • Monitor project progress, risks, and resource utilization to meet delivery and profitability goals 
  • Collaborate with Directors for strategic oversight, escalation support, and alignment with broader practice goals 
  • Contribute to the development of delivery methodologies, reusable assets, and internal training programs 
  • Support pre-sales activities such as scoping and proposal development, as needed 
  • Promote best practices in platform integration, automation, and financial reporting workflows 

 

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