RSM US LLP · 8 hours ago
Workiva Financial Reporting Delivery Lead
Denver Downtown
Full-time
Onsite
Mid, Senior Level
$95K/yr - $192K/yr
3+ years expRSM US LLP is a leading provider of professional services to the middle market globally, empowering clients to realize their full potential. The Workiva Financial Reporting Delivery Lead will manage client relationships and oversee implementation projects, focusing on financial reporting solutions and process transformation.
AccountingConsultingFinancial Services
No H1B
Responsibilities
Engage directly with clients/prospects and collaborate with Workiva Account Executives to scope, price, and secure Workiva Financial Reporting implementation projects
Lead teams of junior implementation specialists through all phases of delivery—including project kick-off, solution design, deployment, user training, and post-implementation support
Train and advise clients on best practices for leveraging Workiva’s financial reporting solutions, tailoring approaches to fit each client’s unique requirements
Collaborate with technical and industry specialists to develop and deploy customized solutions within the Workiva platform, with a focus on financial reporting, compliance, and process optimization
Work with the Workiva Practice Lead and Financial Reporting Lead to refine and execute go-to-market strategies for financial reporting projects
Foster a collaborative environment that promotes continuous improvement and standardization of delivery tools and processes
Apply rigorous process analysis and optimization, thorough documentation, project management expertise, and a collaborative team approach to all client engagements
Qualification
Required
Minimum 3 years of previous consulting experience focused on implementing Workiva solutions at a Consulting or Professional Services firm
Experience participating in sales and scoping as a Subject Matter Expert to help architect solutions and scope delivery needs
Understanding and demonstrated experience working with multiple clients
Demonstrated project management skills with an ability to lead teams and manage multiple priorities
Strong analytical, problem-solving, and communication abilities
Experience in process improvement, technology implementations, and data integration
Preferred
Educational of professional background in Finance or Accounting
Ability to anticipate and address client concerns and issues
Strong finance/accounting skills and knowledge
Ability to break complex issues into project steps and problem solve
Strong written and verbal communication skills
Strong data assimilation and organization skills
Strong self-direction and team working skills
Experience with AI, Prompt Engineering
Benefits
Flexibility in your schedule
Discretionary bonus based on firm and individual performance
Company
RSM US LLP
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10001+ employees
Funding
Current Stage
Late StageLeadership Team
Bill Kracunas
Principal and National Leader, Strategy and Management Consulting
David Hickethier
Principal, Strategy & Human-Centered Design
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