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, governance, and scalability through a combination of business consulting, technology implementation, and deep industry expertise.
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.
About the Team
As an Elite Workiva partner, Alpha's Workiva practice is one of our core solution offerings. We're looking for an experienced senior 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
As a Senior Consultant, you'll be a lead member of the team delivering reporting automation components of client engagements, identifying and designing creative business and technology solutions for financial reporting automation and process improvement. You'll lead implementation and optimization of Workiva solutions, manage end-to-end project delivery, and ensure data integrity across reporting outcomes.
Responsibilities
- Lead implementation and optimization of Workiva 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.
- Identify gaps or technical debt, and redesign pipelines, tables, and chains for performance, scalability, and maintainability.
- Design Scalable Data Architecture
- Translate accounting and reporting requirements
- 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
- 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 – $130,000 USD for US based hires and $120,000 – $150,000 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.
