Senior Consultant

Workiva Services Senior Consultant

Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!

Workiva Services Senior Consultant

• Assist with gathering client business requirements and documenting technical functional specifications
• Communicating extensively and regularly with clients to drive expectations and report on the status of ongoing projects
• Configure various modules within the Workiva platform
• Perform data migration tasks from legacy to current business solutions
• Perform system testing and issue resolution support
• Troubleshoot and support Workiva solutions
• Assisting with client adoption of the Workiva platform through enablement training and testing
• Complete project tasks as assigned, on time and budget
• Provide project status updates to Manager on a regular basis
• Ability to work in a team or individually, as required
• Receptive to mentoring
• Recommending additional use cases and enhancements for which clients can leverage Workiva in future states to further automate their financial/management reporting processes, which develops long-lasting partnerships that naturally drive revenue growth for our practice.

Required Qualifications:

• Minimum of 2 years of ERP, GRC or ESG system implementation experience
• Advanced Excel proficiency, including financial modeling, building robust schedules from scratch, as well as being able to generate and troubleshoot complex spreadsheet formulas
• Proficiency in Word documents and power point presentations
• Experience using ERP, CPM, GL or other reporting systems to extract financial data
• Unwavering integrity and ethics
• Experience interacting with clients/customers, establishing credibility, and building relationships
• Experience improving processes, including demonstrable examples of innovative thinking and problem solving
• High level of motivation, organization, and commitment to professional development for self and team
• Experience successfully working independently with minimal instruction while remaining communicative

Preferred Qualifications:

• Experience with Workiva’s platform
• Understanding of accounting, risk and compliance, or ESG and Sustainability processes
• 2 years of management consulting and/or 2 years of public accounting experience
• Business process flow and flowcharting experience
• Project management experience

Education Qualifications

• Bachelor’s degree in Information Systems or Accounting or similar focus