Alpha Financial Markets Consulting

Role Description The Manager, Workiva Implementation Consultant will lead client-facing Workiva implementation projects from discovery through go-live. This individual will be responsible for managing project delivery, leading client workshops, overseeing solution design, coordinating consultants and solution architects, and ensuring the Workiva platform is configured to support each client’s reporting and business needs. This is a hands-on consulting leadership role. The ideal candidate can quickly pick up active projects, understand client requirements, organize workstreams, manage teams, communicate clearly with stakeholders, and drive delivery forward with minimal ramp-up. What You’ll Do / Keys to Success - Lead the planning, execution, and delivery of Workiva implementation projects from kickoff through go-live, ensuring projects are delivered on time, within scope, and aligned to client expectations. - Serve as the day-to-day project lead and primary client contact, managing scope, timelines, deliverables, risks, issues, budget awareness, and overall communication. - Lead client meetings, discovery sessions, design workshops, status calls, sprint reviews, steering committee updates, and go-live readiness discussions. - Translate client reporting processes, spreadsheets, documents, and business requirements into scalable Workiva solutions. - Oversee the setup and configuration of Workiva documents, spreadsheets, presentations, processes, tasks, permissions, reporting workflows, template structures, linking strategies, common content, and review cycles. - Manage consultants and solution architects assigned to Workiva implementation projects by assigning work, monitoring progress, removing blockers, reviewing deliverables, and holding the team accountable. - Support Agile delivery activities, including sprint planning, backlog management, standups, retrospectives, and definition-of-done reviews. - Develop and deliver client training, support user acceptance testing, resolve feedback, and help clients understand how to maintain and operate their Workiva solution after go-live. - Build trusted relationships with client stakeholders across accounting, finance, reporting, operations, IT, audit, compliance, and executive teams. - Proactively identify project risks, dependencies, decisions, and opportunities to expand client value through additional Workiva use cases, optimization, managed services, or future phases. - Mentor consultants and senior consultants while supporting Alpha’s internal methodology, accelerators, templates, delivery best practices, and sales pursuits as needed. Qualifications - 5+ years of consulting, financial systems, reporting transformation, or enterprise software implementation experience. - 3+ years of hands-on Workiva implementation experience. - Experience leading Workiva implementation projects or major Workiva workstreams. - Strong understanding of Workiva documents, spreadsheets, linking, reporting workflows, permissions, tasks, processes, and platform administration. - Ability to translate existing client reports, spreadsheets, documents, business requirements, and manual processes into scalable Workiva solutions. - Strong project management skills, including scope, timeline, budget, risk, issue, and stakeholder management. - Experience managing consultants or cross-functional delivery teams. - Strong client-facing presence with the ability to lead meetings, workshops, and executive-level status updates. - Excellent written and verbal communication skills. - Strong Excel literacy and comfort working with financial reporting materials. - Familiarity with Agile project delivery, including sprint planning, backlog management, and status reporting. - Ability to operate independently, manage ambiguity, and drive work forward with minimal oversight. Preferred Qualifications - Workiva certifications or specializations in one or more relevant areas. - Experience implementing Workiva for financial reporting, fund reporting, investor reporting, SEC reporting, management reporting cases. - Experience working with private markets, asset management, real estate, insurance, public companies, or broader financial services clients. - Experience with template design, common content, report standardization, roll-forward processes, review workflows, and scalable reporting architecture. - Prior management consulting experience. - Experience supporting go-live readiness, user acceptance testing, training, and post-go-live support. - Ability to support sales pursuits, solution demonstrations, estimates, and statements of work. - Strong understanding of reporting operating models and how technology can improve process efficiency, governance, and control. Benefits - Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning. - Flexible working: Work-life balance with flexible schedule. - Community events: We offer a range of social events and meetups. - 25 days’ holiday in addition to public holidays. - Supplemented medical, dental and vision coverage. - 401(k) with employer match. - Wellness initiatives to promote healthy working, including an allowance for remote working technology. - Access to discounted travel, tickets, events, and more through our benefit partner. - A reasonable estimate of the salary range is $130,000 – $160,000 USD, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.

Role Description Within Alpha Alternatives, the Management Company Operations (MCO) practice partners with CFOs and finance leaders to design and implement scalable operating models and technology architectures that support firm growth, enhance controls, and improve decision-making. We advise clients across the full transformation lifecycle: - Assessing current-state operations across people, process, data, and technology - Designing future-state operating models and systems that align with business objectives - Supporting clients through system evaluation and selection, implementation, and ongoing optimization Our work spans a broad set of functional areas within the management company, including: - Finance & Accounting (GL, financial close, reporting) - Business Spend Management (AP/AR, procurement) - Expense Management (T&E) - Expense Allocation & Chargebacks - Budgeting, Forecasting & Planning - Treasury & Cash Management - HR / Payroll and related integrations Our service offerings include: - Target Operating Model (TOM) design - Technical architecture and integration strategy - Process redesign and policy / governance development - ERP, expense management, and adjacent system evaluation and selection - Program and delivery management - System implementation and oversight - Managed services and staff augmentation As demand for these capabilities continues to grow, Alpha Alternatives is seeking a Senior Consultant to support the expansion of our Management Company Operations practice and play a key role in both advising clients and delivering high-quality, end-to-end solutions. In this role, you will: - Work closely with client finance teams and Alpha leadership to assess current-state operations - Define future-state operating models - Execute against transformation initiatives - Operate across multiple engagements, contributing to both strategic advisory efforts and hands-on delivery - Contribute to the continued growth of our practice - Help build and strengthen relationships with clients and key partners Qualifications - 5+ years of relevant experience in management consulting, finance transformation, or a related role (e.g., PM/BA within finance or operations) - Experience within the private markets industry (e.g., private equity, private credit, hedge funds, real estate, family offices) is preferred, but not required - Demonstrated experience operating in a client-facing role - Exposure to core finance and operational processes - Experience supporting or delivering system implementations or transformations - Familiarity with enterprise finance systems and related tools is preferred, but not required - Strong problem-solving and analytical skills - Solid project management and organizational skills - Advanced Excel and PowerPoint skills - Strong communication and interpersonal skills Requirements - Support MCO transformation engagements across: - Current-state assessments - Target operating model (TOM) design - Technology architecture and roadmap definition - ERP, expense management, and adjacent system evaluation and selection - Implementation coordination and delivery - Drive platform optimization initiatives - Translate business and accounting requirements into scalable solution designs - Partner across integrated systems to support end-to-end process design and data flows - Facilitate client workshops, requirements gathering sessions, and solution design discussions - Support implementation execution, including testing coordination, issue resolution, and change management - Develop clear, structured documentation and client-ready deliverables - Build and manage strong client relationships Benefits - Learning and development: Vast opportunities for self-development, unlimited access to LinkedIn Learning - Flexible working: Work-life balance with flexible schedule - Community events: We offer a range of social events and meetups - 25 days’ holiday in addition to public holidays - Supplemented medical, dental, and vision coverage - 401(k) with employer match - Wellness initiatives to promote healthy working - Access to discounted travel, tickets, events, and more through our benefit partner - Compensation range: $100,000 – $130,000 USD for US based hires and $120,000 – $160,000 CAD for Toronto based hires

About Alpha Alternatives Alpha Alternatives, part of Alpha Group, is a fast-growing global consulting practice focused on leading digital and operational transformation projects for the alternative investment industry, encompassing private equity, real estate, private debt, credit, and infrastructure. We are known for our expertise, innovation, and commitment to delivering exceptional value to our clients. Our people work side by side with clients to identify, address, and resolve key operational and technology challenges within alternative investments and financial services firms. We often find that the best innovation comes from within—our role is to help empower client teams to drive the change required. Collaboration and support are at the heart of what we do, and we look for consultants who embody these values and bring firsthand experience in the challenges and enabling technologies that drive success in alternatives. About the Role Rapidly growing private equity firms and fund administrators engage Alpha Alternatives to assess their operations, provide recommendations on technology and process improvements that will enable their firms to scale, and execute on transformation initiatives to realize the benefits. While Alpha Alternatives has an established relationship with many leading private equity firms and fund administrators, there is a significant market opportunity to further expand our footprint and capture a greater percentage of consultancy spend among top tier firms. As a result, Alpha Alternatives is hiring Director to join the Private Equity, Credit and Real Assets teams to engage in business development activities and manage project execution. This individual will play a pivotal role in developing Alpha Alternatives’ capabilities alongside the divisions Private Equity, Credit and Real Assets segments leads contributing to business development efforts, capability enhancement, client delivery capacity and expertise development. The role, at the Director level, offers progression opportunities and seeks candidates with experience selling large transformation programs and leading consulting and technology delivery projects. Responsibilities - Collaborate with Private Equity, Credit and Real Assets segment leaders to develop Alpha Alternative’s capabilities and drive business development efforts. - Lead consulting engagements in the Alternatives space, ensuring delivery excellence and client satisfaction. - Manage the full project lifecycle, from scoping to delivery, ensuring successful outcomes. - Build and maintain deep client relationships, influencing key stakeholders at all levels. - Utilize storytelling techniques and industry experience to enhance credibility and deliver insights. - Provide subject matter expertise on private equity-related products and operational nuances. - Drive engagement with operational groups to understand their specific needs and challenges. - Contribute to thought leadership initiatives and knowledge sharing within the organization. Qualifications - 10+ years of relevant experience in consulting, with a focus on Private Markets firms and Fund Administrators. - Expertise in the core operations of private equity firms including fund accounting, management company accounting, treasury, regulatory reporting, tax and compliance, deal management, portfolio monitoring, property management and operations, value creation, investor relations, and client reporting. - Understanding of the core services of fund administrators including fund administration, investor services, corporate services, and asset services. - Insightful perspectives on the leading technology solutions for private equity firms and fund administrators. - Familiarity with a wide range of credit instruments including loans (Term Loan, Revolvers, DDTL, Uni-tranche, Real Estate Debt), bonds, ABS (MBS, CMBS, CLO), equity, warrants, FX, IRS, TRS, and CD and different types of investment products and their liability nuances such as closed-ended, evergreen (40 Act), BDC, CLO, and Insurance SMAs. - Proven track record of building and maintaining deep client relationships. - Ability to tailor key narratives that resonate with different operational groups including finance, investor relations, deal teams, compliance, operations, and risk. - Demonstrated success in leading consulting and technology delivery projects. - Strong interpersonal and communication skills, with the ability to engage effectively with clients and internal teams. - Willingness to travel as needed. Benefits - Learning and development: Vast opportunities for self-development, unlimited access to LinkedIn Learning - Flexible working: Work-life balance with flexible schedule - Community events: We offer a range of social events and meetups - 25 days’ holiday in addition to public holidays - Supplemented medical, dental and vision coverage - 401(k) with employer match - Wellness initiatives to promote healthy working, including an allowance for remote working technology - Access to discounted travel, tickets, events, and more through our benefit partners There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $162,500 – $250,000 USD. In addition to this salary, candidates will be eligible for a variable bonus.

Role Description As a Senior Consultant, you will be a lead member of the team delivering reporting automation components of client engagements that identify, design, and implement technology and creative business solutions, financial reporting automation, and process improvement projects. Leading implementation and optimization of Workiva Wdata solutions, managing end-to-end project delivery, and ensuring data integrity for reporting outcomes. Responsibilities - Lead implementation and optimization of Workiva Wdata solutions, project delivery, and ensure data automation for reporting outcomes. - Lead with identification and formulation of business requirements, functional design, and process design, prototyping, testing, training, and defining support procedures. - Assess existing Wdata environments, identify gaps or technical debt, and redesign pipelines, tables, and chains for performance, scalability, and maintainability. - Design Scalable Data Architectures in Wdata. - Translate accounting and reporting requirements into Wdata designs. - Participate through full life cycle implementations. - Lead client workshops for solution design and client education. - Provide mentorship to junior-level staff. Qualifications - A minimum of 3+ years of relevant consulting or relevant functional finance industry experience. - Workiva Certified Wdata certified. - A minimum of 1 full life cycle Workiva or similar EPM cloud technology implementation. - Hands-on functional experience and/or demonstrated proficiency in improvement projects—driving efficient, compliant reporting solutions through technology-enabled implementations, best practice advisory, and strong client collaboration. - Strong Excel literacy. - Passion for assessing current processes and systems, identifying opportunities for improvement, and implementing tools and automation to streamline routine tasks. - Results-oriented, motivated, self-starter with an eagerness to learn new skillsets. - Strong desire to excel and gain exposure to multiple industries while further developing your career. - Strong communication skills with the ability to identify improvement opportunities in a client's operating model to execute more effectively. Preferred / Desired - Workiva Delivery Certification highly preferred with 1+ years’ experience in management consulting. - Experience with Workiva implementations and optimizations within the solution. - Significant hands-on experience implementing Wdata (data tables, data prep, chains, connectors, views, transformations). - Proven experience connecting Wdata into one or more Workiva use cases (e.g., SEC & Management reporting, ESG, Fund reporting). - Data Integration & Architecture Skills - Strong understanding of data modeling, ETL concepts, and relational structures. - Experience integrating ERPs/GLs, subledgers, CRMs, and data warehouses into a central data layer. - Comfort working with SQL, data mappings, and transformation logic. - Ability to think through complex problems and effectively communicate issues and potential solutions to the client and colleagues. - Subject matter expertise in Private Equity, Real Estate, and Financial Services. - Understanding of the other tools, processes, and applications used by Private Equity, Real Estate, and Financial Services firms and their clients. Benefits - Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning. - Flexible working: Work-life balance with flexible schedule. - Community events: We offer a range of social events and meetups. - 25 days’ holiday in addition to public holidays. - Supplemented medical, dental and vision coverage. - 401(k) with employer match. - Wellness initiatives to promote healthy working, including an allowance for remote working technology. - Access to discounted travel, tickets, events, and more through our benefit partner. - A reasonable estimate of the salary range is $100,000 – $140,000 USD for US based hires and $120,000 – $160,000 CAD for Toronto based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.

We are always looking for talented individuals who are interested in a future opening with Alpha's Insurance Division! If none of the current job openings match your interests & expertise, please submit your application here to be considered for future roles and opportunities. About Alpha FMC Alpha Financial Markets Consulting (Alpha) is a leading global consultancy to the financial services industry. Founded in 2003, we have worked for over 20 years to bring together specialist, sector-focused strategy, management consulting and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK, Europe, Middle East and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Solutions Architect on our EPM Managed Services team, you will be the hands-on expert keeping our clients' Anaplan environments running smoothly. This is a support-focused role centered on long-term client engagements. You will own day-to-day model maintenance, work through a ticket-based system to resolve bugs and deliver enhancements, and serve as a trusted point of contact for clients on multi-month contracts. This role is best suited for someone who takes pride in deep platform knowledge, enjoys building strong long-term client relationships, and finds satisfaction in keeping complex systems performing at their best. Responsibilities - Serve as the primary point of support for existing client Anaplan models on long-term managed services contracts - Receive and triage client tickets, resolving logged bugs and delivering incremental model enhancements - Troubleshoot and maintain Anaplan models to ensure accuracy, stability, and performance - Deliver UI and dashboard improvements as clients request changes and refinements - Record and track progress across all support activities in the appropriate project management tooling - Partner closely with client stakeholders to understand needs and translate them into practical Anaplan solutions - Support model maintenance activities including data integration, security configurations, and workspace management - Contribute to internal knowledge sharing and best practices within the EPM practice Qualifications - 4-6 years of hands-on Anaplan experience, with a focus on model support, maintenance, or managed services - Anaplan Model Builder certification, Level 1 or above (Level 2 or 3 strongly preferred) - Experience working in a ticket-based/support environment - Comfort operating independently in a client-facing capacity with strong communication skills - Solid understanding of FP&A, financial planning, or EPM business processes - Strong Excel skills and general analytical aptitude Requirements - Anaplan Solutions Architect certification with demonstrated hands-on application (Nice to Have) - Experience in management consulting or a professional services environment (Nice to Have) - Exposure to financial services, private markets, or alternative investments (Nice to Have) - Experience with additional EPM platforms (e.g., Pigment, OneStream, etc) (Nice to Have) Benefits - Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning - Flexible working: Work-life balance with flexible schedule - Community events: We offer a range of social events and meetups - 25 days’ holiday in addition to public holidays - Supplemented medical, dental and vision coverage - 401(k) with employer match - Wellness initiatives to promote healthy working, including a gym reimbursement for those enrolled in our medical plans and an allowance for remote working technology - Access to discounted travel, tickets, events, and more through our benefit partner - Compensation range: $100,000 – $140,000 USD, plus eligibility for a variable bonus

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Executive Assistant will report to the Head of Global Insurance, while also supporting at least two Sr. Partners in the North American Insurance division. As the Executive Assistant at Alpha, you will: - Serve as the strategic and administrative partner, managing complex and dynamic calendars across internal and external stakeholders - Proactively prioritize, coordinate, and protect the teams’ time, ensuring alignment with company priorities and key decision points - Own meeting preparation and follow-through, including agenda development, briefing materials, note-taking, and action-item tracking - Act as a gatekeeper and liaison - handling inbound requests with discretion, judgment, and professionalism - Coordinate domestic and international travel, itineraries, and logistics - Support preparation for board meetings, executive leadership meetings, and external presentations - Manage sensitive and confidential information with the highest degree of integrity and trust - Partner closely with the Chief of Staff, Executive Team, and key cross-functional leaders to ensure smooth execution of priorities Qualifications - At least 5 years of Administrative Assistance experience in the Consulting industry (Tech, Insurance, or Financial Services) - At least 4 years of experience supporting C-suite executives in a fast-paced, high-growth environment - Exceptional organizational skills with the ability to manage multiple priorities simultaneously - Strong executive presence and comfort interacting with senior leaders, board members, and external partners - Outstanding written and verbal communication skills - Proactive, resourceful, and able to operate independently with sound judgment - High level of discretion and professionalism when handling confidential information - Advanced proficiency with Microsoft Office Suite, including Sharepoint, and comfort learning new tools quickly - Prior experience supporting remote executives Requirements - This role is remote within the U.S., with a requirement that candidates are based on the East Coast or willing to work East Coast hours to support the schedule and needs of the business. - Operating hours are 8:30am - 5:30pm EST. - Occasional travel may be required. - We are unable to provide sponsorship of any kind for this position at this time. - The successful candidate will be required to pass thorough background checks, including physical location verifications. Benefits - Competitive salary with annual profit-sharing opportunity - 401k matching - 25 days of annual paid time off - Supplemented medical, dental and vision coverage - Company laptop, mobile phone reimbursement - A reasonable estimate of the salary range is $80,000 - $100,000, subject to change based on salary benchmarking. - Employees would be eligible for both variable and non-variable benefits.