Workiva
1001 - 5000 employees
Founded 2008
💼 Consulting
🏥 Healthcare
📦 Logistics
Consulting • Healthcare • Logistics
Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.
Vice President – Solutions, Financial Services
🕒 July 24
🇺🇸 United States – Remote
💵 $275.3k - $358.1k / year
⏰ Full Time
🔴 Lead
👔 Vice President
🦅 H1B Visa Sponsor
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Workiva
1001 - 5000 employees
Founded 2008
💼 Consulting
🏥 Healthcare
📦 Logistics
Consulting • Healthcare • Logistics
Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.
📋 Description
• Lead Workiva’s global Financial Services vertical strategy across Banking, Insurance, and Asset Management • Develop and execute quarterly, annual, and multi-year business plans aligned with corporate strategy, vertical opportunity, revenue goals and customer success • Define and maintain a vertical-specific solution roadmap in collaboration with Product, Engineering, and Marketing, with clear alignment to financial services customer needs • Ensure vertical-specific business KPIs are defined, measured, and used to continuously improve performance and inform decision-making • Serve as the market-facing executive for the Financial Services vertical, regularly engaging with global customers, partners, and advisory firms to understand emerging needs and shape value-driven solutions • Build trusted relationships with C-level stakeholders, particularly within the Office of the CFO and Business Transformation functions
🎯 Requirements
• 15+ years of progressive leadership experience in Financial Services with significant impact in recent management consulting, technology consulting, general manager or similar role/s in Enterprise B2B SaaS • Proven, deep expertise across Banking, Insurance, and Asset Management sectors • Strong working knowledge of global regulatory frameworks (e.g., SEC, EBA, ESMA, Basel III, Solvency II, CSRD) and FS-specific solution areas (regulatory reporting, risk management, RegTech, and sustainability compliance) • Proven track record of successfully building, leading, and executing Go-To-Market (GTM) strategies for a B2B enterprise technology company specifically within the Financial Services vertical • Demonstrated success collaborating with Advisory and Technology partners serving the FS ecosystem and the Office of the CFO • Bachelor's degree in business, finance, technology, or a related field required
🏖️ Benefits
• A discretionary bonus typically paid annually • Restricted Stock Units granted at time of hire • 401(k) match and comprehensive employee benefits package
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