Clearsultingcareers

Senior Manager, Delivery Portfolio Management (Workiva)

Canada · Senior

No sponsorshipDetected 13 days ago

Project ManagementAgileStakeholder ManagementFinancial AnalysisForecastingCadenceLeadershipCommunicationOrganizational SkillsFinancial Reporting

About the role

Our team consists of finance specialists that bring experience and technical capabilities across the spectrum of finance, including financial close, digital reporting, risk advisory, treasury and more.
Clearsulting stands by its culture, shaped by our five Core Values: GRIT, Growth Mindset, Joy, Accountability, and Teamwork.
Our unwavering dedication to these principles has garnered national recognition for our strong leadership, innovative approach, and outstanding workplace environment.

Responsibilities

Clearsulting is a global consulting company with the motivation to deliver positive change through digital finance.
Own engagement economics across the portfolio by proactively managing scope, budget, staffing, utilization, change requests, and margin while partnering with project teams to maintain healthy financial performance.
Build trusted advisor relationships with client stakeholders, serving as the primary escalation point throughout delivery while creating opportunities for long-term account growth.
Identify opportunities to expand existing accounts by introducing additional Digital Reporting & Compliance capabilities, including liaising with Workiva as needed to support with expansion and risk management.
Collaborating with other Clearsulting Practices to deliver broader Finance Transformation solutions.
Mentor, coach, and develop Managers, Senior Consultants, and Consultants by strengthening project management discipline, consulting skills, commercial acumen, and client leadership capabilities.
Lead continuous improvement initiatives that enhance portfolio management, reporting, delivery operations, project management tools, and overall client experience.
Drive GTM collateral - including qualifications, UBVs, go-live alerts, and other meaningful materials - and develop strategies to improve brand externally.

Requirements

6+ years of consulting or industry experience leading complex finance transformation, digital reporting, financial reporting, or enterprise software implementation programs.
Experience with System Development Lifecycle (SDLC) principles, leading practices, and execution (i.e., requirements gathering, solution design and testing cycles).
Strong knowledge of financial reporting processes and Workiva capabilities, including experience delivering Workiva implementations or optimization initiatives.
Exceptional communication, leadership, and organizational skills with the ability to provide structure, confidence, and direction across multiple simultaneous engagements.
Experience with and a passion for investing in and developing junior team members to build high performing teams.
Applicants must be authorized to work in Canada without current or future employer-sponsored visa support.
Experience leading large-scale Workiva implementation or optimization programs.
Experience managing delivery portfolios within a consulting or professional services organization.
Familiarity with engagement economics including utilization, margin management, forecasting, and revenue planning.
Knowledge of broader Finance Transformation technologies and processes beyond Workiva.

Benefits

We want to cultivate a thriving culture and company-and we know that your health and well-being matter.
We offer a benefits package and perks for our team members that include:
Final salary placement will be based on upon several factors, including, level of expertise, relevant work experience, technology certifications, educational background, geography and alignment with industry standards.
This role is eligible for our bonus program. #LI-AU1

Company info

Below are some of the awards and accolades that honor our commitment to excellence: Sunday Times Best Places to Work Award (2025-2026) 'Great Place to Work' Certified (2022-2026) Fortune's Best Workplaces in Consulting (2022-2024) Inc.
5000 Fastest-Growing Private Companies in America (2020-2023)
For team members residing in Toronto, we expect 2-4 days of in-person work per month, allowing flexibility choosing these days to accommodate client meetings, team syncs and individual schedules.
For all other cities, we welcome remote work..
Travel Expectations: 20% What you'll do Serve as the Engagement Lead across a portfolio of Digital Reporting & Compliance client engagements, providing oversight from project initiation through successful delivery while ensuring consistent quality, client satisfaction, and commercial performance.
Own the health of a portfolio of concurrent projects by proactively identifying delivery risks, managing escalations, driving issue resolution, and ensuring teams execute with consistency, transparency, and accountability.
Partner with Practice Leadership to provide clear visibility into project status, engagement economics, resource needs, portfolio risks, and client health, enabling leaders to focus on market growth, practice strategy, and people development.
Lead project governance by establishing effective communication cadence, monitoring milestones, managing RAID logs, facilitating executive steering discussions, and ensuring risks are surfaced and mitigated before they impact project outcomes.

Equal opportunity

We're all about diversity and inclusion, committed to assembling teams that mirror the world around us.

Visa & Work Authorization

Applicants must be authorized to work in Canada without current or future employer-sponsored visa support

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