Senior Consultant – Workiva Data Management, Implementation & Optimization

Alpha FMC

Alpha Alternatives - EPM Overview Alpha is a global advisory firm focused on alternative investments, financial services, and technology-enabled transformation. We help clients improve reporting processes, operational efficiency, governance, and scalability through a combination of business consulting, technology implementation, and industry expertise. As an Elite Workiva partner, Alpha’s Workiva practice is one of our core solution offerings. We are looking for an experienced Manager-level consultant who can step into active client delivery, lead Workiva implementation projects, manage delivery teams, and drive high-quality outcomes across complex reporting and operational initiatives. Role Overview The Manager, Workiva Implementation Consultant will lead client-facing Workiva implementation projects from discovery through go-live. This individual will be responsible for managing project delivery, leading client workshops, overseeing solution design, coordinating consultants and solution architects, and ensuring the Workiva platform is configured to support each client’s reporting and business needs. This is a hands-on consulting leadership role. The ideal candidate can quickly pick up active projects, understand client requirements, organize workstreams, manage teams, communicate clearly with stakeholders, and drive delivery forward with minimal ramp-up. What You’ll Do / Keys to Success * Lead the planning, execution, and delivery of Workiva implementation projects from kickoff through go-live, ensuring projects are delivered on time, within scope, and aligned to client expectations. * Serve as the day-to-day project lead and primary client contact, managing scope, timelines, deliverables, risks, issues, budget awareness, and overall communication. * Lead client meetings, discovery sessions, design workshops, status calls, sprint reviews, steering committee updates, and go-live readiness discussions. * Translate client reporting processes, spreadsheets, documents, and business requirements into scalable Workiva solutions. * Oversee the setup and configuration of Workiva documents, spreadsheets, presentations, processes, tasks, permissions, reporting workflows, template structures, linking strategies, common content, and review cycles. * Manage consultants and solution architects assigned to Workiva implementation projects by assigning work, monitoring progress, removing blockers, reviewing deliverables, and holding the team accountable. * Support Agile delivery activities, including sprint planning, backlog management, standups, retrospectives, and definition-of-done reviews. * Develop and deliver client training, support user acceptance testing, resolve feedback, and help clients understand how to maintain and operate their Workiva solution after go-live. * Build trusted relationships with client stakeholders across accounting, finance, reporting, operations, IT, audit, compliance, and executive teams. * Proactively identify project risks, dependencies, decisions, and opportunities to expand client value through additional Workiva use cases, optimization, managed services, or future phases. * Mentor consultants and senior consultants while supporting Alpha’s internal methodology, accelerators, templates, delivery best practices, and sales pursuits as needed. Required Qualifications * 5+ years of consulting, financial systems, reporting transformation, or enterprise software implementation experience. * 3+ years of hands-on Workiva implementation experience. * Experience leading Workiva implementation projects or major Workiva workstreams. * Strong understanding of Workiva documents, spreadsheets, linking, reporting workflows, permissions, tasks, processes, and platform administration. * Ability to translate existing client reports, spreadsheets, documents, business requirements, and manual processes into scalable Workiva solutions. * Strong project management skills, including scope, timeline, budget, risk, issue, and stakeholder management. * Experience managing consultants or cross-functional delivery teams. * Strong client-facing presence with the ability to lead meetings, workshops, and executive-level status updates. * Excellent written and verbal communication skills. * Strong Excel literacy and comfort working with financial reporting materials. * Familiarity with Agile project delivery, including sprint planning, backlog management, and status reporting. * Ability to operate independently, manage ambiguity, and drive work forward with minimal oversight. Preferred Qualifications * Workiva certifications or specializations in one or more relevant areas. * Experience implementing Workiva for financial reporting, fund reporting, investor reporting, SEC reporting, management reporting cases. * Experience working with private markets, asset management, real estate, insurance, public companies, or broader financial services clients. * Experience with template design, common content, report standardization, roll-forward processes, review workflows, and scalable reporting architecture. * Prior management consulting experience. * Experience supporting go-live readiness, user acceptance testing, training, and post-go-live support. * Ability to support sales pursuits, solution demonstrations, estimates, and statements of work. * Strong understanding of reporting operating models and how technology can improve process efficiency, governance, and control. 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 $130,000 – $160,000 USD, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.

Alpha FMC

Alpha FMC is the leading global consultancy to the Asset Management, Wealth Management and Insurance industries. As a trusted partner to more than 95% of the top 20 global Asset Management firms by AUM, we have an unrivalled track record in providing our base of over 660 clients with a competitive edge by using our deep industry knowledge and expertise. We have the largest dedicated team in the industry, with nearly 650 consultants globally, operating from 15 offices spanning the UK, Europe, North America and Asia.   At Alpha, diversity and inclusion is not only important for – but critical to – our success, and we are committed to employing individuals from all backgrounds to reflect the multi-cultural society we live in. We have worked hard to foster an environment that welcomes everyone and celebrates each other’s successes.  We want Alpha to not only feel like ‘a job’ – we want it to feel like a community. What makes us different? * Established yet entrepreneurial. We believe that Alpha is the perfect combination of a successfully established firm (founded in 2003, quoted on the AIM of the London Stock Exchange) whilst being entrepreneurial, dynamic, and growing – meaning your contribution is seen and valued. * Work alongside the best in the industry. Working at Alpha gives you the opportunity to work alongside not only the leading organisations in our industry, but also experts within the Alpha team. Learning directly from both will allow you to develop your own expertise in our space. * A true meritocracy. At Alpha, we don’t have any concept of ‘time at level’ or promotion quotas – which means that your potential is truly driven by your performance rather than anything else! * High responsibility and autonomy. Given our project team sizes (typically 2-10 people), each member has a high level of responsibility and autonomy on every project, as well as exposure to senior team members (e.g. Directors) who continuously train and develop you. * Culture and community. We pride ourselves on creating a supportive, nurturing environment where people can be themselves.   Alpha Alternatives & Role Overview  Alpha Alternatives is a global advisory firm with a focus on alternative investments and financial services. Our business model combines the talents of industry leaders and experts in service delivery to assist clients in achieving 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.  The role sits within our EPM (Enterprise Performance Management) team in London, specifically within our reporting practice. We support our customers in producing complex reports more efficiently using technology, including things like Annual Reports, Statutory Reports, Fund Financial Statements, Sustainability Reporting, Fund Investor Reporting and more. Within our reporting practice, we primarily work with a tool called Workiva, of which we have a longstanding global partnership with. While Alpha Alternatives as a firm primarily supports alternative investment firms, our reporting practice supports customers across all industries that the wider Alpha group serve (Insurance, Asset Management, Banking and other Financial Services organisations). Your role as an Analyst will mostly focus on supporting the delivery of Workiva implementations for our clients. As the practice is expanding, we are exploring other advisory opportunities & technology partnerships that complement this work, which the role may expand into over time.     Core Responsibilities: * An Analyst at Alpha is a core member of the team delivering components of client engagements that identify, design, and implement technology and creative business solutions * Key responsibilities will include: * Supporting Solution Architects (project leaders) throughout Workiva implementations * Participate through the full implementation life-cycle: * Document requirements to support SA during discovery sessions * Implement design proposed by SA with minimal guidance * Communicate effectively with internal team to reflect status and flag risks/concerns * Work with client throughout build to ensure expectations are being met and the build is reflective of their requirements  * Perform Unit Testing on your solutions to validate your configurations * Document the build and support the client during the User Acceptance Testing (UAT) phase * Effective client communication (i.e. E-Mail, In-Person, Virtual) * Articulate technical concepts in layman’s terms, bridging the knowledge gap with clients and their understanding of the technology * Address clients’ questions, concerns, and requests in a timely manner o Collaborative team member * A strong team player who contributes to team discussions, is flexible in adapting to challenging situations and encourages others * Practice Support/Development * When not fully utilised on projects, supporting other activities such as presales, accelerator/IP development, project methodology documentation and other areas that help to streamline and optimise practice operations   Required Qualifications: * 0-2 years of relevant consulting, functional finance industry experience or university degree (finance, economics, analytics) * Strong Excel literacy * Passion for problem solving, ability to break problems down into multiple options (where appropriate) in a logical, structured way and articulate a recommendation clearly * Results-oriented, motivated, self-starter with an eagerness to learn new skillsets and embrace ambiguity * Strong desire to excel and gain exposure to multiple industries while further developing your career * Ability to collaborate with clients Preferred / Desired Qualifications: * Experience in data analysis * A high-level understanding of accounting and financial statements * Hands-on functional experience and/or demonstrated proficiency in EPM-related business processes e.g. Finance & Management reporting, FP&A, Consolidation * Experience with database management and data system design * Advanced MS Excel and/or SQL skills * Strong oral and written communication skills, including presentation skills (MS Word, MS PowerPoint)

Alpha FMC

ROLE OVERVIEW Alpha FMC is a specialist consulting firm focused on digital and operational transformation for Asset and Wealth Management, Alternative Investments, and Insurance clients worldwide. Our EPM practice is a fast-growing, collaborative team delivering high-quality solutions across platforms including Anaplan, Pigment, and Workiva. The Solution Architect is a senior technical and client-facing role responsible for leading EPM design and delivery. You will shape architectural approaches, lead model-building teams through agile delivery, and serve as the primary technical voice with clients. This role operates at Manager or Senior Manager level within the EMEA EPM practice. Please note, we are not accepting agency submissions for this role at this time.  ROLE AT A GLANCE LEVEL MANAGER OR SENIOR MANAGER PLATFORM FOCUS ANAPLAN AND/OR PIGMENT (PRIMARY); BROADER ALPHA EPM PLATFORM EXPOSURE EXPECTED TEAM GLOBAL EPM PRACTICE, EMEA-BASED CLIENT SECTORS ASSET MANAGEMENT, PRIVATE MARKETS, REAL ESTATE, WEALTH MANAGEMENT, INSURANCE TRAVEL CLIENT OFFICES IN LONDON AND OCCASIONAL EMEA TRAVEL   RESPONSIBILITIES PRE-SALES SUPPORT You will contribute to pre-sales activities including building and presenting platform demonstrations, either personally or by directing a model builder. You are expected to develop deep familiarity with Alpha's accelerator models for Asset Managers, Real Estate, Private Markets, and Workforce Planning, through active engagement with the wider EPM community. SCOPE DEFINITION AND DISCOVERY You will own project scoping from initial discovery through to sign-off. This involves: * Leading discovery sessions with client stakeholders to surface current-state processes, systems, and data flows * Documenting business and functional requirements with precision * Producing workflow and process diagrams of existing and future-state operations * Identifying integration dependencies and assessing enterprise-level system alignment * Flagging scope risks early and communicating them directly to the Project Manager and client representatives SOLUTION DESIGN AND SPECIFICATIONS Prior to build commencement, you will translate functional requirements into detailed project specifications and sprint plans. This includes designing and documenting the future-state operating model, including how new processes, data sources, and workflows connect through the EPM solution. Where system capabilities and client specifications diverge, you will propose pragmatic workarounds. REQUIREMENTS DOCUMENTATION You will lead requirements gathering and maintain documentation discipline throughout the delivery lifecycle. User Stories are captured in JIRA. As part of this process, you will examine existing systems to identify improvement and integration opportunities. BUILD TEAM LEADERSHIP You will direct and oversee model builders throughout the development lifecycle, including: * Ensuring specifications and requirements are clearly articulated to the build team * Monitoring sprint progress and adherence to timelines * Resolving technical blockers and answering build-phase questions as they arise * Acting as a liaison between client-facing personnel and model builders * Keeping the Project Manager informed of progress, risks, and issues CLIENT ENGAGEMENT You will engage directly with client stakeholders throughout the project, from discovery through to deployment. This includes preparing and presenting sprint reviews, progress updates, integration reports, and demonstrations. You should be equally comfortable communicating with business sponsors and technical counterparts. You will also receive evolving requirements from clients during delivery and work with the Project Manager to prioritise and re-plan accordingly.. PRACTICE DEVELOPMENT At both Manager and Senior Manager level, Solution Architects are expected to broaden their platform knowledge beyond their primary specialism, contributing to Alpha's multi-platform EPM capability. Contributions to internal knowledge management, methodology development, and team development are an active expectation of the role.   REQUIREMENTS EXPERIENCE AND QUALIFICATIONS * University degree or equivalent professional qualification * Anaplan Anaplan Solution Architect Certified and/or Pigment Pro Certified  * Strong consulting background, or 2-4 years of managing Anaplan/Pigment platforms in internal Finance teams * Demonstrable experience in requirements gathering, documentation, and scoping across complex programmes * Desired: Financial modelling experience in Private Markets, Asset Management or Insurance. TECHNICAL SKILLS * Deep knowledge of Anaplan and/or Pigment, including advanced concepts, model design best practices, and integration design patterns * Strong Excel modelling background; familiarity with broader EPM and finance systems is advantageous * Proficiency in process mapping tools such as Visio or LucidChart * Experience with JIRA or equivalent agile project tooling for user story and backlog management * Competency in Microsoft Office, particularly PowerPoint and Word, for client-facing deliverables CONSULTING AND CLIENT SKILLS * Exceptional written and oral communication skills, with the ability to present confidently to both business and technology audiences * Strong analytical and problem-solving capability, with attention to detail and the ability to quickly grasp complex, cross-functional requirements * Track record of managing client relationships and delivering under pressure * Ability to interact effectively with vendors and partners to gather technical information critical to project scope and execution PERSONAL ATTRIBUTES * Self-motivated, proactive, and organised in a fast-paced consulting environment * Able to prioritise workload and manage competing expectations across multiple stakeholders * Genuine interest in Financial Services, Private Markets, and the technology landscape underpinning these sectors * Appetite to grow knowledge across Alpha's broader EPM platform portfolio * Flexibility for working on client site in London.   If you’re looking to make an impact, join Alpha Alternatives for a high-flying career helping transform the planning processes for the alternative investment industry. Please note, we are not accepting agency submissions for this role at this time.