Manager, Workiva

Required Skills & Experience

- 6-9+ years of experience on Workiva, financial reporting and implementation experience
- Strong financial reporting experience
- Experience with regulatory reporting, SOX and ESG
- Hands on experience with Workiva configuration and implementation decisions
- Strong communication and soft skills with ability to lead client conversations, guide solution decisions and explain how Workiva should be configured/implemented
- Experience with enterprise clients

Nice to Have Skills & Experience

1. Implementation
"How many Workiva implementations have you personally worked on?"
Then immediately:
"Walk me through the most recent one and exactly what you personally owned."
2. Configuration
"What have you personally configured within Workiva?"
If they can't get specific here, that's a red flag.
3. Financial reporting
"How have you used Workiva specifically for financial reporting?"
This should be one of your strongest screens.
4. Enterprise implementations
"What size organizations have you implemented Workiva for?"
They're looking for someone comfortable with large-client complexity.
5. Client leadership
"Were you leading client discussions and solution decisions, or working underneath another Workiva lead?"
6. Breadth
Ask them to rank their depth across:
• Financial reporting
• Regulatory reporting
• SOX
• ESG
7. Hands-on vs. oversight
"If I put you into Workiva tomorrow, are you still comfortable configuring and working directly in the platform?"
That question should expose the people who've become purely managerial.

Job Description

Insight Global is seeking a Manager, Workiva join full-time permanent with a Big 4 client. The ideal candidate will be based out of Toronto and come into office occasionally, hybrid. The ideal candidate will have deep, hands on experience with Workiva implementation experience, specifically in financial reporting, regulatory reporting, SOX and ESG.