Workiva Director - Business Transformation

Help finance, accounting, and compliance leaders modernize their reporting ecosystems by scaling a world-class Workiva service offering. As a Director focused on Workiva transformation, you will drive end-to-end delivery excellence, expand market presence, and shape the strategic vision for one of our fastest-growing offerings. 

We bring people, process, and technology together: 

• People: We enable cross-functional finance, accounting, data, and compliance teams to collaborate seamlessly. 

• Process: We streamline reporting workflows, strengthen controls, and eliminate manual work. 

• Technology: We design and implement scalable Workiva architectures—from Wdata foundations to SEC, ESG, finance, and operations reporting. 
   

Your Role 

As a Workiva Service Offering Director, you will: 

• Lead Strategic Growth of the Workiva Offering 

• Define, refine, and execute the strategy for scaling the Workiva practice across industries. 

• Develop differentiated methodologies, accelerators, and delivery frameworks to position the offering as market-leading. 

• Partner with leadership to drive revenue targets, capability maturity, and cross-service-line integration. 

• Oversee High-Impact Workiva Implementations 

• Serve as executive sponsor on complex Workiva engagements, ensuring delivery quality, client satisfaction, and measurable outcomes. 

• Guide teams through discovery, solution design, implementation, testing, and deployment across Wdata, SEC, ESG, FP&A, operational reporting, and internal controls use cases. 

• Design Enterprise-Scale Workiva Architectures 

• Architect scalable, governed data environments using Wdata, Chains, connectors, and integrations with ERPs, data warehouses, and reporting ecosystems. 

• Establish patterns, standards, and quality frameworks that support consistent, high-performing Workiva deployments. 

• Drive Offering Enablement & Thought Leadership 

• Build reusable assets, templates, sample architectures, and implementation roadmaps to improve efficiency and speed-to-value. 

• Develop internal training programs and certification paths to mature Workiva expertise across the team. 

• Represent the firm at Workiva events, user groups, partner councils, and industry forums. 

• Strengthen Client Relationships 

• Cultivate executive-level relationships across CFO, CAO, Controller, ESG, Internal Audit, and Data leadership teams. 

• Advise clients on reporting modernization, connected workflow design, data governance, and long-term Workiva platform strategy. 

• Translate client needs into roadmap initiatives and new service offerings. 

• Enable Talent Development & Team Leadership 

• Mentor and coach project leads, consultants, and specialists across all Workiva disciplines. 

• Build a strong bench of Workiva experts by fostering growth, collaboration, and a culture of excellence. 

• Enhance Operational Excellence 

• Establish quality standards, delivery playbooks, and engagement governance models. 

• Partner with internal operations to forecast resourcing needs, manage utilization, and support practice profitability. 

• Ensure engagements follow consistent processes across estimation, scoping, delivery, and quality review. 

• Support Business Development & Growth Initiatives 

• Collaborate closely with the business development team on proposal development, RFP responses, scoping exercises, and solution design. 

• Ensure scoping aligns with delivery standards, methodology, and capacity forecasting. 

• Participate in pursuit calls, client workshops, and strategic account planning. 
   

What You Bring 

• Deep Workiva Expertise 

• Extensive hands-on experience implementing Workiva solutions, including Wdata (tables, data prep, Chains), connected reporting, controls, ESG, and SEC reporting. 

• Strong understanding of how Workiva integrates with ERPs, GLs, subledgers, and data warehouses. 

• Strategic Consulting Leadership 

• Proven experience growing a service offering, practice area, or consulting capability. 

• Demonstrated success leading multi-stakeholder transformation programs. 

• Ability to work seamlessly with finance, accounting, technology, compliance, and executive teams. 

• Data, Reporting & Controls Acumen 

• Solid understanding of financial close, consolidation, management reporting, and regulatory reporting. 

• Strong command of data modeling, ETL/ELT concepts, integration patterns, and governance frameworks. 

• Ability to connect data design decisions to reporting workflows, controls, and business outcomes. 

• People & Practice Leadership Skills 

• Natural coach and mentor who builds high-trust, high-performance teams. 

• Strong communication, facilitation, and executive-level presentation abilities. 

• Comfort operating in ambiguity while driving clarity, structure, and alignment. 

• Success in This Role Looks Like 

• A Market-Leading Offering: Clear differentiation in methodology, quality, and value delivery across Workiva use cases. 

• Consistent Engagement Excellence: High client satisfaction, repeat business, and strong delivery outcomes. 

• Revenue & Growth Impact: Expanded market presence, increased deal flow, and growing team capacity. 

• Strong, Empowered Teams: Consultants and project leads who are confident, capable, and continually developing. 

• Trusted Advisor Relationships: Executives rely on you to guide long-term reporting modernization strategies
  . 

Why Embark 

We’re reimagining consulting with a people-first culture and a commitment to excellence in finance, data, and technology. As a Director, you will: 

• Shape and grow a strategic Workiva offering with runway for expansion. 

• Lead transformative reporting and data modernization projects across industries. 

• Work with a team that values authenticity, innovation, and long-term relationships.
   

• Typical Compensation range $210,000+
   

If you’re passionate about transforming how organizations connect their data, strengthen their reporting, and modernize their finance and compliance ecosystems through Workiva, we’d love to talk.