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Alpha Financial Markets Consulting logo
Alpha Financial Markets Consulting

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 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 Our people are at the heart of everything we do

Manager - Workiva Implementation & Optimization

Implementation SpecialistCustomer SuccessFull TimeRemoteLeadTeam 1,001-5,000

Location

United Kingdom

Posted

24 days ago

Salary

$130K - $160K / year

Seniority

Lead

No structured requirement data.

Job Description

Manager - Workiva Implementation & Optimization

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.

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