Workiva Implementation Manager (49141)

Workiva Implementation Manager

Fully Remote

Overview

Salary Range $90,000.00 - $200,000.00 Salary Position Type Full Time / Experienced Level Category Advisory - Digital Services

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

Qualifications

• Bachelor's degree in Accounting, Information Systems, or a related field
• 5+ years of experience implementing financial reporting systems within a professional services or consulting environment
• 2+ years of hands-on Workiva implementation experience
• Experience managing project teams and client relationships
• Strong understanding of financial reporting processes and automation
• Advanced proficiency in Excel, including financial modeling and complex formulas
• Excellent communication and problem-solving skills
• Ability to lead delivery teams and manage competing priorities

• Workiva delivery certifications
• Experience with ERP, GRC, or ESG platforms
• Background in management consulting or public accounting
• Experience with business process documentation and flowcharting
• Project management experience