Alpha Financial Markets Consulting
Financial Services
Manager-WorkivaImplementation&Optimization
Neural analysis suggests this role is
optimal for Manager candidates.
“Manager - Workiva Implementation & Optimization at Alpha Financial Markets Consulting. Skills: Workiva implementation, Client delivery, Team management. Lead Workiva implementation projects. Manage project delivery”
What You'll Achieve.
Deliver on time; Deliver within scope; Align to client expectations; Drive high-quality outcomes
Industry & Context.
Resolve feedback; Resolve issues
What They're Looking For.
Must Have
5+ years consulting experience, 3+ years Workiva implementation, Experience leading Workiva projects, Understanding Workiva platform, Translate reports to Workiva, Project management skills, Experience managing teams, Client-facing presence, Excellent communication skills, Excel literacy, Familiarity with Agile, Operate independently
Nice to Have
Workiva certifications, Implement Workiva for financial reporting, Implement Workiva for fund reporting, Implement Workiva for investor reporting, Implement Workiva for SEC reporting, Implement Workiva for management reporting, Experience with private markets, Experience with asset management, Experience with real estate, Experience with insurance, Experience with public companies, Experience with financial services clients, Experience with template design, Experience with common content, Experience with report standardization, Experience with roll-forward processes, Experience with review workflows, Experience with scalable reporting architecture, Prior management consulting experience, Support sales pursuits, Support solution demonstrations, Support estimates, Support statements of work, Understanding reporting operating models, Support go-live readiness, Support user acceptance testing, Support training, Support post-go-live support
What You'll Do.
Lead Workiva implementation projects
Manage project delivery
Lead client workshops
Oversee solution design
Coordinate consultants
Coordinate solution architects
Configure Workiva platform
Support client reporting needs
Support business needs
Plan Workiva projects
Execute Workiva projects
Deliver Workiva projects
Manage budget awareness
Lead discovery sessions
Lead design workshops
Lead steering committee updates
Lead go-live readiness discussions
Translate client processes
Translate spreadsheets
Translate business requirements
Design scalable Workiva solutions
Oversee configuration
Configure Workiva documents
Configure Workiva spreadsheets
Configure Workiva presentations
Configure Workiva processes
Configure Workiva tasks
Configure Workiva permissions
Configure Workiva reporting workflows
Configure Workiva template structures
Configure Workiva linking strategies
Configure Workiva common content
Configure Workiva review cycles
Manage solution architects
Hold team accountable
Support Agile delivery
Support sprint planning
Support backlog management
Support retrospectives
Support definition-of-done reviews
Develop client training
Deliver client training
Support user acceptance testing
Help clients maintain solution
Help clients operate solution
Build trusted relationships
Identify project risks
Identify project dependencies
Identify project decisions
Identify opportunities
Mentor senior consultants
Support internal methodology
Support delivery best practices
Support sales pursuits
How You'll Work.
Team & Collaboration
Manage delivery teams; Coordinate consultants; Coordinate solution architects; Manage consultants; Manage solution architects; Build trusted relationships; Cross-functional delivery teams
Communication Scope
Client communication; Stakeholder communication; Executive status updates; Verbal communication; Written communication
Process & Methodology
Project management, Scope management, Timeline management, Deliverable management, Risk management, Issue management, Budget awareness, Agile project delivery, Sprint planning, Backlog management, Status reporting
Full Job Description
Alpha Alternatives - EPM Overview Alpha is a global advisory firm focused on alternative investments, financial services, and technology-enabled transformation. We help clients improve reporting processes, operational efficiency, governance, and scalability through a combination of business consulting, technology implementation, and industry expertise. As an Elite Workiva partner, Alpha’s Workiva practice is one of our core solution offerings. We are looking for an experienced Manager-level consultant who can step into active client delivery, lead Workiva implementation projects, manage delivery teams, and drive high-quality outcomes across complex reporting and operational initiatives. Role Overview 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 bus
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