Workiva Senior Associate - Financial Advisory Services

Experience a 45X+ award-winning culture!

Embarkers enjoy:

• Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

• Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

• Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions

• Comprehensive healthcare: 100% paid premiums for you and your family

• Whole human growth: $150 monthly stipend for holistic development

• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development

• Financial support: Up to 3% 401(k) matching and financial advisory services

• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

The Workiva Senior Associate within our Financial Advisory Services consulting practice will support clients in designing, implementing, and optimizing Workiva Wdesk solutions across financial reporting, SOX/compliance, management reporting, and other connected reporting workflows. This role blends process knowledge, critical thinking, and hands-on system configuration.
A background in accounting or finance is highly valuable, though not required for strong candidates with Workiva experience or demonstrated analytical/reporting skills.
Key Responsibilities:

• Lead and support Workiva projects including implementations, system enhancements, reporting automation, and workflow optimization.

• Configure Wdesk workspaces, build connected documents, link data, and support integrations with client systems.

• Map existing reporting processes, identify inefficiencies, and translate client needs into scalable Workiva solutions.

• Assist with project planning, deliverables, testing, documentation, and client communication.

• Provide coaching and informal mentorship to Associates and Analysts as needed.

• Support user training, adoption efforts, and post-implementation refinement.

• Contribute to the development of Embark’s Workiva methodologies, accelerators, and internal knowledge base.

Required Qualifications:

• 2–4+ years of experience in consulting, reporting, compliance, analytics, or technology-enabled process improvement.

• Hands-on Workiva experience (Wdesk/Wdata) strongly preferred; Workiva certifications a plus.

• Strong understanding of reporting workflows (financial reporting, management reporting, SOX/compliance, or operational reporting).

• Ability to work with data structures, process flows, and connected reporting concepts.

• Excellent communication and client-facing skills with an ability to explain complex concepts simply.

• Strong organizational skills and ability to manage multiple workstreams in a fast-paced environment.

• Bachelor’s degree in Accounting, Finance, Information Systems, Business, or related field.

Preferred Skills:

• Background in accounting, finance, auditing, or internal controls

• Experience with ERP systems, data transformation tools, or system integrations.

• Prior consulting or client-service experience.

What Makes Embark Different

• People-first culture rooted in humility, authenticity, and collaboration.

• Opportunities for rapid growth, meaningful client interaction, and hands-on skill development.

• A supportive, low-ego environment where your contributions are valued.

• Competitive compensation, benefits, and flexibility. Compensation range for this role is 110-120K based on experience.
   

In closing...

If this role sounds exciting, apply and let's start the conversation!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.