Lead Product Manager

Workiva seeks an experienced and specialized Lead Product Manager to define the product strategy for integrating, consuming, and standardizing core financial data from enterprise systems (ledgers, ERPs, and consolidation engines) onto its platform. You will serve as a crucial link between complex accounting and cutting-edge SaaS technology to shape the future of enterprise financial connection, transformation, and reporting. 

This role is responsible for building the core data foundation essential for enabling Workiva's next generation of advanced analytics and AI capabilities within Financial Reporting solutions, ensuring data is trusted, traceable, and AI-ready from the source.
 

What You'll Do:

As the Lead Product Manager, you will drive the strategy and execution of our core data foundation:

• Product Strategy & Vision: Define and maintain the multi-year product vision and roadmap for Workiva's financial data ingestion, transformation, and linkage capabilities from core accounting systems (ERPs, GLs, Consolidation Engines). Specifically, ensure the architecture supports next-generation AI/ML applications for financial reporting. Expand Workiva’s shared fact repository and structured data platform to uniformly support financial disclosures, ensuring data alignment, lineage, and auditability across both reporting domains.

• Data Architecture & Standardization: Drive the strategy for financial data governance, lineage, and standardization to build a trusted, traceable, and AI-ready core data foundation for downstream reporting and insights. Collaborate with Sustainability product leaders to design cross-domain data models, enabling financial and non-financial data to coexist and be reused for regulatory reporting (e.g., ESRS, ISSB, TCFD).

• Discovery & Requirements: Conduct deep customer and market discovery with finance and controllership leaders to identify underserved needs, pain points, and opportunities for innovation related to upstream financial data and understand how financial systems data integrate sustainability metrics and qualitative disclosures. 

• Cross-Functional Collaboration: Partner with Engineering and UX to build scalable, secure, and user-friendly solutions. Work with Go-to-Market, Sales, and Customer Success to ensure successful product launches, adoption, and enablement. Collaborate with Sustainability Reporting PMs to adopt shared data patterns, AI-assisted data validation, lineage, and assurance. 

• Roadmap Ownership: Own, prioritize, and manage the product backlog, making data-driven trade-off decisions that align with business objectives and maximize customer value.

• Thought Leadership: Serve as a public-facing expert, communicating product strategy and thought leadership on the future of financial data management to customers, partners, and internal stakeholders.

What You'll Need:

Minimum Qualifications

• Experience: 8+ years of progressive experience in Product Management, required enterprise SaaS, Accounting, Consolidation and/or ERP software.

• Core Systems Expertise: Required extensive, demonstrable experience working hands-on with and understanding the architecture and data models of major Enterprise Resource Planning (ERP) systems (e.g., SAP, Oracle, Microsoft Dynamics) and/or financial consolidation/close engines (e.g., Hyperion, OneStream, SAP BPC).

• Accounting/Regulatory Acumen: Proven ability to work with, interpret, and apply complex accounting principles and regulatory guidance 

• Education/Certification: A Bachelor's degree in Accounting, Finance, or a related technical field.

Preferred Experience, Skills & Abilities

• Experience working in Public Accounting, with a strong preference for experience from a Big 4 accounting firm (PwC, Deloitte, EY, or KPMG).

• CPA Certification is highly preferred, or equivalent experience demonstrating deep technical accounting expertise.

• Exceptional analytical, problem-solving, and prioritization skills, with the ability to define a clear path through ambiguous, complex technical and regulatory landscapes.

• Strong leadership and communication skills, capable of influencing and inspiring diverse cross-functional teams (Engineering, UX, Sales, Accounting).

• Direct experience with connected data platforms, data governance, audit trails, and financial data lineage.

• Demonstrated success launching new features or products within a high-growth, Agile environment.

• Self-starter mindset with the ability to operate effectively and strategically in a fast-paced environment.

How You’ll Be Rewarded

✅ A discretionary bonus typically paid annually

✅ Restricted Stock Units granted at time of hire

✅ 401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].
 

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.