Experience a 45X+ award-winning culture!
Embarkers enjoy:
Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team
Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:
Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
Help finance, accounting, and compliance leaders modernize their reporting ecosystems by scaling a world-class Workiva service offering. As a Director focused on Workiva transformation, you will drive end-to-end delivery excellence, expand market presence, and shape the strategic vision for one of our fastest-growing offerings.
We bring people, process, and technology together:
People: We enable cross-functional finance, accounting, data, and compliance teams to collaborate seamlessly.
Process: We streamline reporting workflows, strengthen controls, and eliminate manual work.
Technology: We design and implement scalable Workiva architectures—from Wdata foundations to SEC, ESG, finance, and operations reporting.
Your Role
As a Workiva Service Offering Director, you will:
Lead Strategic Growth of the Workiva Offering
Define, refine, and execute the strategy for scaling the Workiva practice across industries.
Develop differentiated methodologies, accelerators, and delivery frameworks to position the offering as market-leading.
Partner with leadership to drive revenue targets, capability maturity, and cross-service-line integration.
Oversee High-Impact Workiva Implementations
Serve as executive sponsor on complex Workiva engagements, ensuring delivery quality, client satisfaction, and measurable outcomes.
Guide teams through discovery, solution design, implementation, testing, and deployment across Wdata, SEC, ESG, FP&A, operational reporting, and internal controls use cases.
Design Enterprise-Scale Workiva Architectures
Architect scalable, governed data environments using Wdata, Chains, connectors, and integrations with ERPs, data warehouses, and reporting ecosystems.
Establish patterns, standards, and quality frameworks that support consistent, high-performing Workiva deployments.
Drive Offering Enablement & Thought Leadership
Build reusable assets, templates, sample architectures, and implementation roadmaps to improve efficiency and speed-to-value.
Develop internal training programs and certification paths to mature Workiva expertise across the team.
Represent the firm at Workiva events, user groups, partner councils, and industry forums.
Strengthen Client Relationships
Cultivate executive-level relationships across CFO, CAO, Controller, ESG, Internal Audit, and Data leadership teams.
Advise clients on reporting modernization, connected workflow design, data governance, and long-term Workiva platform strategy.
Translate client needs into roadmap initiatives and new service offerings.
Enable Talent Development & Team Leadership
Mentor and coach project leads, consultants, and specialists across all Workiva disciplines.
Build a strong bench of Workiva experts by fostering growth, collaboration, and a culture of excellence.
Enhance Operational Excellence
Establish quality standards, delivery playbooks, and engagement governance models.
Partner with internal operations to forecast resourcing needs, manage utilization, and support practice profitability.
Ensure engagements follow consistent processes across estimation, scoping, delivery, and quality review.
Support Business Development & Growth Initiatives
Collaborate closely with the business development team on proposal development, RFP responses, scoping exercises, and solution design.
Ensure scoping aligns with delivery standards, methodology, and capacity forecasting.
Participate in pursuit calls, client workshops, and strategic account planning.
What You Bring
Deep Workiva Expertise
Extensive hands-on experience implementing Workiva solutions, including Wdata (tables, data prep, Chains), connected reporting, controls, ESG, and SEC reporting.
Strong understanding of how Workiva integrates with ERPs, GLs, subledgers, and data warehouses.
Strategic Consulting Leadership
Proven experience growing a service offering, practice area, or consulting capability.
Demonstrated success leading multi-stakeholder transformation programs.
Ability to work seamlessly with finance, accounting, technology, compliance, and executive teams.
Data, Reporting & Controls Acumen
Solid understanding of financial close, consolidation, management reporting, and regulatory reporting.
Strong command of data modeling, ETL/ELT concepts, integration patterns, and governance frameworks.
Ability to connect data design decisions to reporting workflows, controls, and business outcomes.
People & Practice Leadership Skills
Natural coach and mentor who builds high-trust, high-performance teams.
Strong communication, facilitation, and executive-level presentation abilities.
Comfort operating in ambiguity while driving clarity, structure, and alignment.
Success in This Role Looks Like
A Market-Leading Offering: Clear differentiation in methodology, quality, and value delivery across Workiva use cases.
Consistent Engagement Excellence: High client satisfaction, repeat business, and strong delivery outcomes.
Revenue & Growth Impact: Expanded market presence, increased deal flow, and growing team capacity.
Strong, Empowered Teams: Consultants and project leads who are confident, capable, and continually developing.
Trusted Advisor Relationships: Executives rely on you to guide long-term reporting modernization strategies
.
Why Embark
We’re reimagining consulting with a people-first culture and a commitment to excellence in finance, data, and technology. As a Director, you will:
Shape and grow a strategic Workiva offering with runway for expansion.
Lead transformative reporting and data modernization projects across industries.
Work with a team that values authenticity, innovation, and long-term relationships.
Typical Compensation range $210,000+
If you’re passionate about transforming how organizations connect their data, strengthen their reporting, and modernize their finance and compliance ecosystems through Workiva, we’d love to talk.
In closing...
If this role sounds exciting, apply and let's start the conversation!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
Top Skills
What We Do
Embark is a new kind of financial advisory consulting firm. We’re here to make life easier for Finance and Accounting leaders. To solve their most complex problems with forward-thinking solutions. And we do that so CFOs, CAOs, and their teams can actually enjoy their lives.
Ultimately, our goal is to allow our busy clients to think less about work and more about what’s most important to them – families, mortgages, soccer practice, vacation, or whatever the case may be. And that’s why CFOs and CAOs love us.
We do this by finding the best and the brightest, those that love what they do, but want to work in an environment where relationship-building culture fuels everything we do. That’s an Embarker, and they’re the ones driving such immense value for our clients.
