Workiva Implementation Manager (49141)

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