Workiva Implementation Consultant

2 weeks ago

Remote, Oregon, United States Citrin Cooperman Advisors Llc Full time

Citrin Cooperman is seeking a motivated Workiva Implementation Consultant to join our growing Workiva Services group within our Digital and Cloud Services practice. This is an exciting opportunity to help transform how leading organizations manage financial reporting, sustainability and governance, risk and compliance (GRC) programs through Workiva's cloud-based platform. The Senior Consultant will lead client engagements, execute Workiva configurations, and collaborate with cross-functional teams to ensure successful project outcomes and continuous improvement.

Responsibilities

  • Lead client meetings and working sessions to gather business requirements and translate them into technical specifications
  • Configure Workiva solutions to support financial reporting, sustainability and GRC automation, including data integration, template development, and workflow setup
  • Perform data migration from legacy systems and validate accuracy through testing and reconciliation
  • Review and provide quality assurance on deliverables produced by offshore team members
  • Support client enablement through training, testing, and adoption activities
  • Troubleshoot and resolve issues related to Workiva configuration and reporting workflows
  • Recommend future-state enhancements and additional use cases to help clients expand their use of Workiva
  • Deliver assigned project tasks on time and within budget, while maintaining high standards of quality
  • Communicate project status, risks, and blockers to the Workiva Services Manager
  • Collaborate with Managers and Directors to ensure alignment with project goals and client expectations
  • Contribute to a culture of continuous improvement, innovation, and professional development
  • Bachelor's degree in Accounting, Information Systems, or a related field
  • Minimum of 2 years of experience implementing ERP, GRC, ESG, or financial reporting systems
  • Advanced proficiency in Excel, including financial modeling and complex formulas
  • Experience extracting and analyzing financial and/or operational data from ERP, CPM, GL, GRC or other reporting systems
  • Strong communication skills and ability to build credibility with clients
  • Demonstrated problem-solving skills and process improvement mindset
  • Ability to work independently and collaboratively within a delivery team
  • High level of motivation, organization, and commitment to professional growth

Preferred Qualifications

  • Experience with Workiva's platform
  • Workiva delivery certifications
  • Understanding of accounting, risk and compliance, or ESG and sustainability processes
  • 3+ years of management consulting or public accounting experience
  • Experience with business process flow documentation and flowcharting
  • Project management experience

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