FAS Senior Manager - Workiva Implementation & Optimization Project Lead
Embark
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!
Join Our FAS Team as a Senior Manager – Workiva Implementation & Optimization Project Lead
Are you ready to shape the future of financial and regulatory reporting through connected, tech-enabled transformation? Embark is growing fast, and we’re looking for experienced leaders who are ready to drive Workiva-enabled solutions across finance, accounting, and operations for some of the world’s most dynamic companies. Our mission is to elevate how teams work with data and deliver reporting—efficiently, accurately, and with confidence.
Here’s how we do it:
People: We empower clients by optimizing reporting for accounting teams and building strong cross-functional collaboration.
Process: We streamline reporting and close cycles, embed automation, and reduce manual effort.
Technology: We design and implement connected Workiva environments to ensure scalable, auditable, and integrated reporting processes.
Your Role
As a Senior Manager – Workiva Implementation & Optimization Project Lead, you will:
Lead End-to-End Workiva Engagements: Own the delivery of Workiva projects across connected reporting, SEC, multi-entity reporting, and other reporting solutions.
Design Scalable Architectures: Architect solutions using Workiva’s Wdata, connected spreadsheets, and reporting modules to drive client efficiency and compliance.
Engage with Stakeholders: Lead requirement-gathering workshops with Controllers, FP&A teams, SEC reporting leads, and other key stakeholders.
Bridge Technical + Functional: Translate accounting/reporting needs into scalable Workiva architectures, integrating with data sources such as NetSuite, QuickBooks, Snowflake, Excel, etc.
Drive Process Improvement: Evaluate clients’ existing reporting processes and identify opportunities for automation, collaboration, real-time connectivity, and reporting best-practices.
Manage Delivery Teams: Guide project teams with engagement oversight, issue resolution, and clear communication across internal teams and client stakeholders.
Mentor and Grow Talent: Coach junior team members in both Workiva functionality and consulting best practices.
Champion Innovation: Stay ahead of Workiva’s roadmap and new functionality (e.g., AI, Python scripting, connected reporting, updated functionality), bringing innovation into every client solution.
What You Bring
Experience: 7+ years of overall experience. 2+ years of hands-on Workiva experience—whether as a super-user, internal implementation leader, or consulting implementer. Must include connected reporting or SEC/GSR use cases.
Credentials: Bachelor’s degree in Accounting or related field. CPA required.
Systems Knowledge: Deep knowledge of Workiva (Wdesk, Wdata, GSR, Mgmt Reporting, SEC) plus exposure to supporting platforms like NetSuite, QuickBooks, Snowflake, Workday, etc.
Consulting Skills: Demonstrated ability to lead complex client engagements, manage timelines, communicate effectively with executives, and drive project-based delivery.
Finance Acumen: Strong foundation in GAAP, financial close, internal controls, and/or GSR frameworks to drive reporting automation aligned with business needs.
Problem Solving: A natural curiosity and relentless drive for better, faster, smarter ways to work.
Hospitality Mindset: A passion for delivering a high-touch, relationship-driven client experience.
Success in This Role Requires
Vision: Ability to balance near-term wins with long-term scalable design in every implementation.
Agility: Comfort navigating ambiguity, multiple workstreams, and cross-functional stakeholders.
Accountability: Ownership of delivery quality, risk mitigation, and client satisfaction.
Excellence: A bias toward high-quality, repeatable solutions that can scale across clients.
Culture: A collaborative spirit and a drive to mentor others and build Embark’s Workiva practice.
What's in it for you:
We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
Typical compensation range of $165K-180K based on experience
We match 50% to 6% on our 401K
Fully paid parental leave for all new parents
Monthly whole human development stipend
Highly competitive salaries
All the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)
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.