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Senior Consultant - Workiva

North America

Why Alpha Alternatives?

Alpha Alternatives is a global leader in business transformation enablement for the asset and investment management industries.

We are a global advisory firm with a dedicated focus on the investments industry. Our most valuable asset, our team, is comprised of industry leaders and experts in service delivery who are uniquely positioned to assist clients in achieving excellence through structure, process, and technology. We provide project-based services in several key areas including business consulting, technology solutions, and end-to-end operational improvement.

Our primary objective is to design, develop, and implement operational and technology improvement strategies to reduce operational costs, optimize business processes, reduce management risk, and enhance portfolio value for our clients. Our vision is to be recognized by the investment management industry as the partner of choice for organizations looking to achieve operational and business excellence. Our clients include fund and asset managers, investment advisors, pension funds, sovereigns, endowments, family offices, trusts, and other participants in the alternative investments ecosystem. We have deep expertise across fixed income, private equity, real estate, private debt, liquid credit, and infrastructure investments.

At Alpha Alternatives our people are talented, intellectually curious, and driven to make a difference for our clients, community, and our firm. We are an organization bound together by a passion for excellence, respect for others, flexibility, integrity, and a strong desire to develop ourselves and others. Our business model combines the talents of industry leaders and service-delivery experts to help clients achieve operational efficiencies and excellence through structure, process, and technology. We provide project-based services in several key areas, including business consulting, technology solutions, and end-to-end operational improvement. As a partner, our Workiva practice is the highlight of our EPM solutions offerings, and we are looking for experienced Wdata consultants to join our fast-growing team.

Opportunity and Keys to Success:

A Senior Consultant at Alpha FMC is a lead member of the team delivering reporting automation components of client engagements that identify, design, and implement technology and creative business solutions, financial reporting automation, and process improvement projects. Leading implementation and optimization of Workiva Wdata solutions, managing end-to-end project delivery, and ensuring data integrity for reporting outcomes.

Key responsibilities will include:

  • Lead implementation and optimization of Workiva Wdata 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.
  • Assess existing Wdata environments, identify gaps or technical debt, and redesign pipelines, tables, and chains for performance, scalability, and maintainability.
  • Design Scalable Data Architectures in Wdata
  • Translate accounting and reporting requirements into Wdata designs.
  • Participate through full life cycle implementations.
  • Lead client workshops for solution design and client education.
  • Provide mentorship to junior-level staff.

Required Qualifications:

  • A minimum of 3+ years of relevant consulting or relevant functional finance industry experience
  • Workiva Certified Wdata 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 Qualifications:

  • 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

We Offer: 

  • Endless opportunities to contribute to a world class advisory firm
  • A unique culture that values collaboration in everything we do
  • A team of professionals driven by a sense of excellence, integrity, commitment to lifelong learning, respect for one another, adaptability, and making a difference
  • A global network of professionals committed to a diverse and inclusive workplace and giving back to the communities in which we live and work
  • Varied career paths supported by strong professional development programs and resources
  • A flexible work environment with competitive benefits
  • Learning and development: Vast opportunities for self-development with unlimited access to LinkedIn Learning
  • Community events: A range of social events and meetups
  • 25 days of holiday in addition to public holidays
  • Supplemented medical, dental, and vision coverage
  • 401(k) with employer match
  • Wellness initiatives to promote healthy working, including gym reimbursement and remote work technology allowance
  • Access to discounted travel, tickets, events, and more through our benefit partner 

There are various factors considered in compensation decisions, including skill sets, experience, training, and licensure. A reasonable estimate of the salary range is $100,000 to $130,000, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus. 

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