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Manager - Workiva Implementation & Optimization

Alpha Financial Markets Consulting
CompanyAlpha Financial Markets Consulting
CategoryData & Analytics
LocationNorth America
RemoteOn-site (inferred)
EmploymentNot stated
LevelManager
SalaryNot stated by the employer
Posted19 May 2026
Last verified30 Jul 2026
SourceEmployer career page (greenhouse)
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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 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. Required 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, timel
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