Clearsulting

Title: Senior Consulting Manager, Treasury Location: Columbus, OH Department: Kyriba Job Description: Role: Senior Manager, Treasury 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% What you'll do - Lead end-to-end Kyriba and broader Treasury Management System delivery across complex implementations and optimizations, overseeing requirements, solution design, configuration, integrations, testing, training, and deployment. Apply deep expertise across multiple modules with minimal oversight while introducing innovative, value-driven use cases. - Own delivery quality across a portfolio of concurrent engagements, ensuring consistent execution, high-quality deliverables, strong client satisfaction, and healthy engagement economics. Provide timely QA across solution design, configuration, and key project artifacts while proactively managing risks, scope, and stakeholder expectations. - Serve as a senior escalation point for project and workstream challenges, driving resolution independently and maintaining clear, executive-level communication with client stakeholders to reinforce trust and credibility. - Build and maintain strong client relationships, acting as a trusted advisor and strategic partner. Identify opportunities to expand engagements and shape long-term client roadmaps that align Treasury solutions with broader business objectives. - Lead business development efforts across the full sales lifecycle, including originating opportunities, driving expansions, supporting new logo pursuits, and collaborating across practices. Contribute to proposal development, scoping, pricing, and positioning of Clearsulting’s capabilities. - Manage and develop high-performing teams by coaching and mentoring team members across levels, ensuring consistency in delivery, and fostering a culture of accountability, feedback, and continuous improvement. Develop reusable tools, playbooks, and accelerators to scale team effectiveness. - Monitor and manage engagement economics across the portfolio, including profitability, utilization, and delivery performance. Identify risks early and implement corrective actions to ensure strong financial outcomes. - Balance client delivery responsibilities with contributions to practice growth, including developing methodologies, tools, and innovations that enhance Clearsulting’s Treasury offerings and market differentiation. What You'll Bring: - 6–7+ years in professional services in a delivery role - 3+ years of Kyriba or TMS implementation experience; CTP is a plus. - At least 2 Kyriba certifications (other TMS experience considered), demonstrating strong functional + technical depth - Strong project management capability, including workplan ownership, milestone tracking, RAID/risk management, status reporting, change management, and engagement economics/communications. - Excellent written and verbal communication skills, with the ability to translate complex concepts into clear stakeholder-ready messaging. - Demonstrated ability to manage multiple priorities across multiple projects, maintaining timelines and setting appropriate expectations internally and externally. Nice-to-Haves: - Ability to drive strategy and continuous improvement in delivery approach and sales outcomes (methods, accelerators, playbooks). - TMS subject-matter expertise in advisory work (treasury assessments, process transformation, vendor/system selections) and implementations. - Experience leading or co-leading sales pursuits, including shaping solution approach and presenting to clients (a lighter version of Director-level pursuit leadership). 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/ The compensation range for this position is $144,000 - $186,000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program. #LI-NB1 #LI-Remote

Title: Senior Consulting Analyst, Financial Close Location: - Dallas, TX - Cleveland, OH - Columbus, OH - Chicago, IL Department: Close and Consolidations Job Description: 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 40% What you'll do - Collaborate with project teams to design and implement improvements to financial workflows and reporting structures. - Assist in managing project activities, ensuring alignment with client goals and timelines. - Work towards becoming a subject matter expert in financial close processes and BlackLine implementations. Financial close sub-process areas include but not limited to: account reconciliations, manual and automated journal entries, consolidations, flux analysis, intercompany, and financial/management reporting. - Work closely with client teams to define business requirements and solutionsIdentify areas for process optimization and provide data-driven recommendations. - Lead/participate in client facing workshops and meetings. - Create and deploy digital dashboards to understand client’s processes and provide key insights into opportunities for transformation What You'll Bring: - At least 3 years of experience working with BlackLine or financial close process areas - Advanced skills in data analysis and visualization tools like Power BI and Microsoft Fabric. - Strong analytical and problem-solving abilities with a focus on process optimization. - Proficiency in financial systems, including Salesforce and other relevant applications. - Experience supporting transformation projects and collaborating across teams. - Understanding of project management and change management principles. Nice-to-Haves: - 1+ year of professional work experience with Trintech T-Recs. - Familiarity with FinancialForce or other ERP systems. - Knowledge of Lean Six Sigma principles or similar process improvement methodologies. 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/ The compensation range for this position is $84,000-$110,000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program. #LI-Remote

Consulting Manager, Financial Close 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: 20-40% What you'll do - Lead and support Record‑to‑Report (R2R) technology implementations, including BlackLine and similar financial close solutions. - Drive practice growth by managing revenue and margin targets for technology implementation and finance transformation projects. - Communicate complex processes, system, and people‑related issues by developing polished, executive‑ready presentations and recommendations. - Apply SDLC principles—including requirements gathering, solution design, and testing cycles—to guide project execution. - Manage and coach team members, contributing to talent development and fostering a collaborative work environment. - Oversee multiple competing priorities with strong organizational skills and strong attention to detail. - Consistently uphold firm policies and support a high‑quality delivery culture. What You'll Bring: - Bachelor’s or Master’s degree in a business‑related field. - 6+ years of finance management and/or transformation consulting experience, preferably within a large consulting firm. - Strong technical competency across R2R, Financial Close, General Accounting, and related finance processes. - Excellent verbal and written communication skills, with the ability to convey complex concepts to executive audiences. Nice-to-Haves: - Experience with end‑to‑end R2R process design and redesign. - Strong leadership presence with demonstrated ability to influence stakeholders. - Proven project management experience (workplans, milestones, risk management, change management, status reporting). - Team‑oriented mindset and commitment to strengthening the Clearsulting culture and Core Values. - Eligibility to work in the United States. - Willingness and ability to travel. 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/ The compensation range for this position is $120,000 - $156,000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program. #LI-Remote

Title: Associate Consulting Manager, Treasury Location: Toronto, Canada Department: Kyriba Job Description: Role: Associate Manager, Treasury 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% What you'll do - Own one or more workstreams end‑to‑end on Kyriba projects—facilitating requirements, solution design, configuration oversight, and go‑live for your scope; serve as the day‑to‑day client lead for that workstream. - Translate business requirements into scalable solution designs, reviewing and approving configurations completed by analysts - Lead UAT for your workstreams (test strategy, scripts, defect triage) and drive readiness sign‑offs ahead of cutover and hypercare. - Coordinate integrations for your scope (files/APIs, SFTP, posting rules, bank connectivity), partnering with client IT, banks, and ERP teams to unblock decisions. - Mentor and supervise analysts—set goals, delegate work, provide timely feedback, and perform quality reviews on deliverables. - Elevate delivery quality and predictability by maintaining RAID items, crafting mitigation plans, and escalating risks early with clear options. - Build accelerators and methods (templates, playbooks, sample configs, training decks) and share lessons learned across the practice to improve velocity and consistency. - Collaborate closely with managers and leadership to ensure project is meeting quality expectations and identify mitigating actions for risks What You'll Bring: - 3+ years in consulting or professional services delivery. - Hands on Kyriba/TMS implementation experience across multiple modules.‑on Kyriba/TMS implementation experience across multiple - Proven workstream ownership: you’ve led client workshops, managed scope for your lane, and delivered against a plan with minimal oversight. - Certifications: at least 4 Kyriba certifications or equivalent depth - Project management fluency for your scope: workplan maintenance, status reporting, change control, and stakeholder communications. - Client‑ready deliverables: mapping specs, test plans, and training materials that are clear, concise, and executive‑ready. - Coaching mindset with demonstrated experience upskilling junior team members while maintaining a positive, accountable team culture. Nice-to-Haves: - Experience with global rollouts (multi‑entity, multi‑bank, SWIFT, host‑to‑host) and phased deployments. - Integration depth with major ERPs (SAP, Oracle, NetSuite), APIs, and file formats; understanding of security and controls. - Evidence of measurable client satisfaction (references, CSAT improvements) and adoption outcomes. 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/ The compensation range for this position is $118,000 - $149,000 CAD. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program. #LI-NB1 #LI-Remote

Title: Associate Manager, Plan to Perform (FP&A) Location: Toronto, Canada Department: Plan to Perform Job Description: Role: Associate Manager, Plan to Perform (FP&A) 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 40% What you'll do - Lead conversations with finance leaders and executive stakeholders to understand their FP&A/EPM strategic agenda and provide actionable insights - Guide and oversee EPM/FP&A implementation projects, including process assessments and redesign, EPM system selection - Assist in managing workstreams, ensuring delivery across the full System Development Lifecycle (functional and technical requirements, integrations, testing cycles, and go-live) - Apply deep functional expertise across corporate finance EPM/FP&A processes - Develop and maintain detailed project plans, proactively managing milestones, risks, dependencies, and change impacts - Create and deliver executive-quality communications and presentations that clearly articulate complex business concepts - Build strong client and internal relationships while consistently modeling the Clearsulting Core Values What You'll Bring: - Bachelor’s or Master’s degree in a business-related field of study - 3+ years of management consulting experience in the EPM/FP&A space or 5+ years of experience in an internal company FP&A role - Proven project and people leadership skills, with the ability to manage competing priorities in a fast-paced consulting environment - Eligibility to work in the United States and Canada - Willingness and ability to travel   Nice-to-Haves: - 1+ certifications and/or implementations in relevant technology (Pigment, Anaplan, OneStream). Pigment experience is preferred but not required. Must be willing to upskill on the Pigment platform. - Project management experience, including workplan development, milestone tracking, risk management, status reporting, and change management - Demonstrated ability to contribute to or lead practice growth initiatives tied to revenue and margin outcomes - Experience building and maintaining strong client and internal relationships within a consulting environment - Team-oriented mindset with a passion for mentoring and knowledge sharing 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/ The compensation range for this position is $118,000 - $149,000 CAD. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program. #LI-NB1 #LI-Remote

Title: Senior Consulting Analyst, Treasury Location: Dallas, TX Department: Kyriba Job Description: Role: Senior Analyst, Treasury 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% What you'll do - Assist in driving full scope of system implementation activities, including gathering functional and technical requirements, designing solution, building interfaces and systems, completing testing cycles, delivering training, and deploying the final product - Lead configurations, train clients on technical solutions, and ensure quality of delivery and all deliverables, including process documentation and UAT scripts - Build and maintain relationships with stakeholders, addressing escalations autonomously and identifying additional opportunities within Treasury and/or Clearsulting What You'll Bring: - 3+ years in professional services in a delivery role - 1+ years of Kyriba or TMS implementation experience; CTP is a plus - Strong project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, engagement economics (profitability), and communications - Excellent written and verbal communication skills; can clearly convey complex business concepts to project stakeholders - Effective organizational skills and ability to manage multiple and competing priorities Nice-to-Haves: - Drive strategy to improve delivery and sales outcomes - Provide TMS subject-matter expertise to client engagements, involving assessment, treasury process transformation, vendor selections, and TMS implementations - Demonstrable experience driving exceptional customer satisfaction 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! The compensation range for this position is $84,000 - $111,000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards. This role is eligible for our bonus program. #LI-NB1 #LI-Remote

Role Description Serve as a subject-matter expert across Kyriba and broader Treasury solutions, leveraging deep functional and technical expertise to solve complex client challenges and provide clear, actionable guidance across a wide range of scenarios. - Own a portfolio (“book of business”) of client engagements, ensuring consistently exceptional delivery outcomes, strong client satisfaction, and healthy engagement economics. - Build long-term relationships with senior stakeholders and expand engagements across Treasury and other Clearsulting practices. - Maintain a strong pulse across your project portfolio by providing quality assurance on key deliverables, solution designs, and configurations. - Step into critical meetings or workstreams as needed to guide teams, mitigate risks, and ensure successful outcomes. - Lead, coach, and develop a broad set of team members across levels, fostering a culture of accountability, growth, and excellence. - Provide clear direction, actionable feedback, and mentorship to strengthen team capability and leadership pipeline. - Define and execute strategic initiatives that address evolving client needs, market trends, and Clearsulting’s practice priorities. - Identify and shape new offerings, capabilities, and innovations that enhance the firm’s value proposition. - Act as a senior leader in business development, driving independent sales efforts including client expansions, new logo acquisition, and cross-practice collaboration. - Build and maintain a strong pipeline while contributing to proposals, deal strategy, and positioning. - Represent Clearsulting in the market as a credible and influential leader, building relationships with clients, prospects, and alliance partners. - Contribute to thought leadership, go-to-market strategies, and brand-building efforts that strengthen the firm’s presence in the Treasury space. Qualifications - 8+ years in professional services in a delivery role - 4+ years of Kyriba or TMS implementation experience; CTP is a plus - At least 4 Kyriba certifications (other TMS experience considered) - Demonstrable experience driving exceptional customer satisfaction - Strong project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, engagement economics (profitability), and communications Requirements - Experience driving strategy to improve delivery and sales outcomes - Experience providing TMS subject-matter expertise to client engagements, involving assessment, treasury process transformation, vendor selections, and TMS implementations - Demonstrable experience leading sales pursuits Benefits - 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

Role Description Manager, Treasury Location: Clearsulting is headquartered in Cleveland, OH, with additional offices located in Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are also welcome remotely. Office Options: Hybrid or Remote. For 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 in choosing these days to accommodate client meetings, team syncs, and individual schedules. Travel Requirements: Up to 10% What You’ll Do - Ensure high-quality delivery across Clearsulting’s Treasury portfolio. - Own delivery outcomes from design through execution, ensuring alignment with client business objectives, expected engagement economics, and positive client feedback. - Design and oversee complex, end-to-end Treasury solutions across multiple modules, leveraging deep functional and technical expertise. - Lead implementations with efficiency and independence while applying best practices to deliver scalable, sustainable outcomes. - Build strong relationships with key client stakeholders and serve as a strategic advisor, providing clear, practical guidance grounded in broad experience. - Proactively identify opportunities to expand engagements and deliver additional value. - Lead and develop high-performing teams by managing and mentoring junior resources. - Provide thoughtful coaching, delegation, and feedback to foster growth, accountability, and team confidence. - Contribute to sales efforts by identifying expansion opportunities, supporting proposals, drafting statements of work (SOWs), and developing realistic estimates. - Collaborate across practices to drive new business and strengthen client relationships. - Support the development of collateral, methodologies, and market-facing content. - Partner with alliances, marketing, and business development teams to strengthen Clearsulting’s presence in the Treasury space. Qualifications - 5+ years in professional services in a delivery role. - 2+ years of Kyriba or TMS implementation experience; CTP is a plus. - At least 2 Kyriba certifications (other TMS experience considered). - Strong project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, engagement economics (profitability), and communications. - Excellent written and verbal communication skills; can clearly convey complex business concepts to project stakeholders. - Effective organizational skills and ability to manage multiple and competing priorities. Nice-to-Haves - Experience with global rollouts (multi-entity, multi-bank, SWIFT, host-to-host) and phased deployments. - Integration depth with major ERPs (SAP, Oracle, NetSuite), APIs, and file formats; understanding of security and controls. - Evidence of measurable client satisfaction (references, CSAT improvements) and adoption outcomes. - Ability to drive strategy and continuous improvement in delivery approach and sales outcomes (methods, accelerators, playbooks). - TMS subject-matter expertise in advisory work (treasury assessments, process transformation, vendor/system selections) and implementations. Benefits - 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. Compensation The compensation range for this position is $120,000 - $156,000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on several factors, including level of expertise, relevant work experience, technology certifications, educational background, and alignment with industry standards. This role is eligible for our performance-based bonus program and standard benefits offerings. 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!

Role Description Support clients across financial reporting, sustainability reporting, and/or audit, risk and controls by understanding their requirements and translating them into effective Workiva solutions. - Assist in the design and configuration of Workiva solutions to streamline reporting processes, including data connectivity (Wdata, queries, automations). - 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. Qualifications - 2-4 years of experience in either a reporting or controls focused role (financial, regulatory, sustainability or audit/risk and controls), or a professional services role delivering Workiva solutions to clients. - Familiarity with at least one domain such as SEC/SEDAR, statutory reporting, sustainability frameworks, SOX/ICFR, or audit/risk management. - 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. Requirements - Experience with Workiva or similar cloud reporting platforms. - CPA, CFA, or other relevant professional designations (or progress toward one), including Workiva certifications. - Project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, and communications. - Exposure to data modeling, automation, or integration tools. Benefits - 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.

Role Description Consulting Director, Source to Pay 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 40% What You'll Do: - Provide executive leadership across complex procurement, supply chain, and financial operations transformations, guiding clients from strategic vision through execution and measurable value realization. - Oversee multiple concurrent client engagements, ensuring delivery excellence across assessments, operating model redesign, technology enablement, vendor selection, process optimization, and large-scale finance and accounting transformations. - Lead, develop, and scale high-performing consulting teams, setting clear expectations, coaching emerging leaders, and ensuring consistent application of methodologies and quality standards. - Serve as a trusted advisor to senior executives, shaping strategic agendas, framing complex business challenges, and influencing decision-making at the C-suite and SVP level. - Drive business growth, identifying new opportunities, shaping pursuit strategies, developing proposals, and leading executive-level presentations and pitches. - Provide leadership on procurement and financial operations, bringing forward insights on market trends, digital solutions, operating model innovations, and leading practices. - Strengthen internal capabilities, optimizing delivery frameworks, knowledge assets, and operational processes to improve scalability, efficiency, and team productivity. Qualifications - Deep domain knowledge across procurement and supply chain processes, including catalog management, requisitioning, purchasing, receiving, invoicing, OCR, invoice processing, and payment operations. - Broad understanding of Source-to-Pay platforms, including key capabilities, business value drivers, and comparative strengths of leading market solutions. - Proven leadership experience managing and developing teams, with 5+ years overseeing consultants or managers. - Demonstrated ability to lead complex, ambiguous, and high-visibility initiatives, navigating evolving client needs and organizational dynamics. - Extensive program and project leadership skills, including workplan design, milestone management, risk mitigation, stakeholder communication, and change management. - Exceptional executive communication skills, capable of distilling complex concepts into clear, concise narratives tailored to senior audiences. - Executive presence and strong leadership acumen, with the ability to influence, negotiate, and drive alignment across diverse stakeholders. Nice-to-Haves - Six Sigma certification or equivalent process improvement credentials. - Strong organizational and prioritization skills, with the ability to manage multiple initiatives in fast-paced environments. - Experience developing executive-level presentations that synthesize complex issues across processes, systems, and organizational structures. Benefits - 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 Company Description 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. - Sunday Times Best Places to Work Award (2025) - ‘Great Place to Work' Certified (2022-2026) - Fortune's Best Workplaces in Consulting (2022-2024) - Inc. 5000 Fastest-Growing Private Companies in America (2020-2023) 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! The compensation range for this position is $150,000-$200,000. We are committed to ensuring our offers reflect the value each candidate brings to the role. Final salary placement will be based on several factors, including level of expertise, relevant work experience, technology certifications, educational background, geography, and alignment with industry standards. This role is eligible for our bonus program and standard benefits offerings.