Citrin Cooperman is seeking a skilled and client-focused Workiva Implementation Manager to join our growing Workiva Services team within the Digital and Cloud Services practice. This role is central to delivering high-impact financial reporting solutions using Workiva’s cloud-based platform. The Manager will lead client engagements, oversee project delivery, and manage a team of consultants and offshore resources to ensure quality outcomes and continuous improvement.
Responsibilities
- Lead end-to-end delivery of Workiva financial reporting implementation projects, ensuring alignment with scope, timeline, and quality standards
- Manage and mentor Senior Consultants, Consultants, and offshore team members to ensure high-quality execution and professional development
- Cultivate strong client relationships by leading strategic discussions, aligning on project goals, and ensuring solutions meet business and reporting objectives
- Oversee solution design and configuration by guiding the team in translating business requirements into scalable, efficient Workiva implementations
- Ensure delivery quality by establishing review protocols, validating data integrity, and overseeing testing outcomes to support accurate and reliable reporting
- Monitor project progress, risks, and resource utilization to meet delivery and profitability goals
- Collaborate with Directors for strategic oversight, escalation support, and alignment with broader practice goals
- Contribute to the development of delivery methodologies, reusable assets, and internal training programs
- Support pre-sales activities such as scoping and proposal development, as needed
- Promote best practices in platform integration, automation, and financial reporting workflows
Qualifications
- Bachelor’s degree in Accounting, Information Systems, or a related field
- 5+ years of experience implementing financial reporting systems within a professional services or consulting environment
- 2+ years of hands-on Workiva implementation experience
- Experience managing project teams and client relationships
- Strong understanding of financial reporting processes and automation
- Advanced proficiency in Excel, including financial modeling and complex formulas
- Excellent communication and problem-solving skills
- Ability to lead delivery teams and manage competing priorities
Preferred Qualifications
- Workiva delivery certifications
- Experience with ERP, GRC, or ESG platforms
- Background in management consulting or public accounting
- Experience with business process documentation and flowcharting
- Project management experience
Skills Required
- Bachelor's degree in Accounting, Information Systems, or related field
- 5+ years implementing financial reporting systems within professional services or consulting
- 2+ years of hands-on Workiva implementation experience
- Experience managing project teams and client relationships
- Strong understanding of financial reporting processes and automation
- Advanced proficiency in Excel, including financial modeling and complex formulas
- Excellent communication and problem-solving skills
- Ability to lead delivery teams and manage competing priorities
- Workiva delivery certifications
- Experience with ERP, GRC, or ESG platforms
- Background in management consulting or public accounting
- Experience with business process documentation and flowcharting
- Project management experience
What We Do
Citrin Cooperman is one of the largest professional services firms in the United States, founded in 1979. It provides comprehensive tax, accounting, and advisory services to middle-market companies and high-net-worth individuals. The firm delivers a tailored, integrated business approach and proactive guidance to help clients achieve their business and personal financial goals across various global markets.
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