Manager – Workiva Data Management, Implementation & Optimization
Job Description
<p class="font-claude-response-body break-words whitespace-normal"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>Alpha Alternatives - EPM Overview</strong></span></p> <p class="font-claude-response-body break-words whitespace-normal"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Alpha is a global advisory firm focused on alternative investments, financial services, and technology-enabled transformation. We help clients improve reporting processes, governance, and scalability through a combination of business consulting, technology implementation, and deep industry expertise.</span></p> <p class="font-claude-response-body break-words whitespace-normal"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Our Enterprise Performance Management (EPM) practice helps clients achieve operational and financial excellence through advanced planning, forecasting, and profitability solutions. We combine the talents of industry leaders and service-delivery experts, pairing hands-on consulting with technology implementation to drive structure, process improvement, and long-term scalability. Our work spans project-based engagements across business consulting, technology solutions, and end-to-end operational improvement.</span></p> <p class="font-claude-response-body break-words whitespace-normal"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>About the Team</strong></span></p> <p class="font-claude-response-body break-words whitespace-normal"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">As an Elite Workiva partner, Alpha's Workiva practice is one of our core solution offerings. We're 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.</span></p> <p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">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.</span></p> <p><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><strong>What You’ll Do / Keys to Success</strong></span></p> <ul> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">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.</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Serve as the day-to-day project lead and primary client contact, managing scope, timelines, deliverables, risks, issues, budget awareness, and overall communication.</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Lead client meetings, discovery sessions, design workshops, status calls, sprint reviews, steering committee updates, and go-live readiness discussions.</span></li> <li style="font-family: helvetica, arial, sans-serif; font-size: 12pt;"><span style="font-family: helvetica, arial, sans-serif; font-size: 12pt;">Translate client reporting processes, spreadsheets, documents, and business requ