Workiva Implementation Manager (49141)

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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 

Preferred Qualifications 

  • 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 
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