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Senior Consultant – Workiva Data Management (Wdata) Implementation & Optimization

North America

About Alpha Alternatives

Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm focused on digital and operational transformation in the alternative investment industry—including private equity, real estate, private debt, credit, and infrastructure. We are recognized for our deep domain expertise, innovative thinking, and commitment to delivering exceptional value.

Our consultants work alongside clients to solve complex operational and technology challenges in financial services. At Alpha, we believe in empowering client teams to be change agents and driving sustainable transformation through collaboration, insight, and execution excellence.

About the Team

Our Enterprise Performance Management (EPM) practice enables clients to achieve operational and financial excellence through advanced planning, forecasting, and profitability solutions. 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.

Role Overview

As a Senior Consultant, you will be 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.

Responsibilities

  • 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.

Qualifications

Required:

  • 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:

  • 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 – $140,000 USD for US based hires and $120,000 – $160,000 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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