Job Description
Role:
Senior Consulting Analyst, Financial Reporting (Workiva)
Location:
- Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are welcome remotely.
- Office Options: Hybrid or Remote. Team members residing within a 45 minute commuting radius of a Clearsulting office, we expect 8 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.
- Travel Expectations: Up to 10%
Who We Are:
Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance. Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.
Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork. Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment. Below are some of the awards and accolades that honor our commitment to excellence:
- Sunday Times Best Places to Work Award (2025)
- ‘Great Place to Work’ Certified (2022-2025)
- Fortune’s Best Workplaces in Consulting (2022-2024)
- Inc. 5000 Fastest-Growing Private Companies in America (2020-2023)
What You’ll Do:
- Support client engagements by developing an understanding of key reporting requirements across SEC, SEDAR, private company, statutory, fund, and investment product reporting
- Assist in the design and configuration of Workiva solutions to streamline reporting processes, ensuring accuracy, efficiency, and compliance.
- Participate in system development lifecycle activities, including requirements documentation, solution design, configuration, testing, training, and deployment.
- Collaborate with team members and client stakeholders to ensure successful project delivery, proactively communicating progress and challenges.
- Manage individual workstreams or tasks within larger projects, balancing technical implementation with effective team coordination.
What You’ll Bring:
- 2 -4 years of experience in either:
- A reporting focused role (financial or regulatory), or
- A professional services role delivering reporting solutions to clients
- Familiarity in at least one of the following reporting areas:
- SEC
- SEDAR
- Private company
- Statutory / regulatory
- Funds / investment products
- Demonstrated experience in system implementations or process improvements, with the ability to bridge reporting requirements and technical solutions
- Strong communication and collaboration skills, with the ability to work effectively across finance, compliance, and technology teams
- Detail-oriented with strong organizational skills; able to manage multiple priorities in a deadline-driven environment.
Nice-to-Haves:
Familiarity with Workiva or other cloud-based reporting platforms
CPA, CFA, or other relevant professional designation (or progress toward one)
Experience with testing, training, or end-user support during technology implementations.
Prior experience in a consulting or client-facing project role
Project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, and communications
Benefits that Benefit You:
We want to cultivate a thriving culture and company—and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include:
- Medical, dental, and vision coverage
- Unlimited PTO
- Paid parental leave
- Retirement plans
- Flexible work environment
- Cell phone reimbursement
- Access to mental health apps
- Life insurance and disability coverage
- Opportunities for ad hoc bonuses
Excited about what we’re doing but don’t fit every requirement? No problem! At Clearsulting, we’re forward-thinkers on a mission to redefine consulting excellence. We’re all about diversity and inclusion, committed to assembling teams that mirror the world around us. So, if you’re passionate about our mission, you could be the perfect fit for this role or another within our dynamic team. Don’t hesitate to apply!
Learn more about Clearsulting by visiting https://www.clearsulting.com/careers/culture/
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