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Senior Consultant – Workiva Data Management, Implementation & Optimization

July 31, 2026

Alpha Alternatives - EPM Overview

Alpha is a global advisory firm focused on alternative investments, financial services, and technology-enabled transformation. We help clients improve reporting processes, governance, and scalability through a combination of business consulting, technology implementation, and deep industry expertise.

Our Enterprise Performance Management (EPM) practice helps clients achieve operational and financial excellence through advanced planning, forecasting, and profitability solutions. We combine the talents of industry leaders and service-delivery experts, pairing hands-on consulting with technology implementation to drive structure, process improvement, and long-term scalability. Our work spans project-based engagements across business consulting, technology solutions, and end-to-end operational improvement.

About the Team

As an Elite Workiva partner, Alpha's Workiva practice is one of our core solution offerings. We're looking for an experienced senior consultant who can step into active client delivery, lead Workiva implementation projects, manage delivery teams, and drive high-quality outcomes across complex reporting and operational initiatives.

Role Overview

As a Senior Consultant, you'll be a lead member of the team delivering reporting automation components of client engagements, identifying and designing creative business and technology solutions for financial reporting automation and process improvement. You'll lead implementation and optimization of Workiva solutions, manage end-to-end project delivery, and ensure data integrity across reporting outcomes.

Responsibilities

Lead implementation and optimization of Workiva solutions, project delivery, and ensure data automation for reporting outcomes.
Lead with identification and formulation of business requirements, functional design, and process design. prototyping, testing, training, and defining support procedures.
Identify gaps or technical debt, and redesign pipelines, tables, and chains for performance, scalability, and maintainability.
Design Scalable Data Architecture
Translate accounting and reporting requirements
Participate through full life cycle implementations.
Lead client workshops for solution design and client education.
Provide mentorship to junior-level staff.

Qualifications

Required:

A minimum of 3+ years of relevant consulting or relevant functional finance industry experience
Workiva Certified
A minimum of 1 full life cycle Workiva or similar EPM cloud technology implementation
Hands-on functional experience and/or demonstrated proficiency in improvement projects—driving efficient, compliant reporting solutions through technology-enabled implementations, best practice advisory, and strong client collaboration.
Strong Excel literacy
Passion for assessing current processes and systems, identifying opportunities for improvement, and implementing tools and automation to streamline routine tasks.
Results-oriented, motivated, self-starter with an eagerness to learn new skillsets.
Strong desire to excel and gain exposure to multiple industries while further developing your career.
Strong communication skills with the ability to identify improvement opportunities in a client's operating model to execute more effectively.

Preferred / Desired:

Workiva Delivery Certification highly preferred with 1+ years’ experience in management consulting
Experience with Workiva implementations and optimizations within the solution.
Significant hands-on experience implementing Wdata (data tables, data prep, chains, connectors, views, transformations).
Proven experience connecting Wdata into one or more Workiva use cases (e.g., SEC & Management reporting, ESG, Fund reporting).
Data Integration & Architecture Skills -Strong understanding of data modeling, ETL concepts, and relational structures.
Experience integrating ERPs/GLs, subledgers, CRMs, and data warehouses into a central data layer.
Comfort working with SQL, data mappings, and transformation logic.
Ability to think through complex problems and effectively communicate issues and potential solutions to the client and colleagues.
Subject matter expertise in Private Equity, Real Estate, and Financial Services.
Understanding of the other tools, processes, and applications used by Private Equity, Real Estate, and Financial Services firms and their clients

Compensation and Benefits

Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning
Flexible working: Work-life balance with flexible schedule
Community events: We offer a range of social events and meetups
25 days’ holiday in addition to public holidays
Supplemented medical, dental and vision coverage
401(k) with employer match
Wellness initiatives to promote healthy working, including an allowance for remote working technology
Access to discounted travel, tickets, events, and more through our benefit partner

There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $100,000 – $130,000 USD for US based hires and $120,000 – $150,000 CAD for Toronto based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...