Growth Solutions Principal, Financial Services

🕒 September 30

🇺🇸 United States – Remote

💵 $169k - $295k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

Where this job comes from

Posted on Workiva's careers page, not through a job board

First seen by Remote Rocketship September 30

Still open on Workiva's site. Checked 3 hours ago.

Logo of Workiva

Workiva

1001 - 5000 employees

Founded 2008

💼 Consulting

🏥 Healthcare

📦 Logistics

💰 $689.3k Venture Round on 2014-10

Consulting • Healthcare • Logistics

Workiva is a comprehensive platform designed for corporate reporting, ESG, audit, and risk management. It offers integrated reporting solutions that connect data, unify processes, and empower teams to focus on value-added work. Over 6000 international companies trust Workiva for its ability to streamline workflows and provide a single source of truth for financial and non-financial data. The platform incorporates cutting-edge technology, including AI and automation, to enhance security and compliance with current and future regulatory requirements. Workiva's solutions are tailored to various sectors, including banking, insurance, and investments, and the platform supports teams in accounting, finance, audit, risk, and sustainability.

📋 Description

• Evaluate emerging market opportunities and help Workiva expand its addressable market, initially focusing on banking regulatory reporting • Contribute financial services and banking domain knowledge to evaluate solutions and validate business cases in early market efforts • Partner with Product, Consulting, Sales, Presales, Product Marketing, and Customer Success to establish credibility and differentiate Workiva • Guide early adopter customers on data mappings and workflows required for filings • Navigate ambiguous problems when entering new markets and evaluating solution viability • Develop early solutions for banking regulatory reporting, including forms, data mapping approaches, and workflow design • Solve customer onboarding and technical integration issues to assess market investment potential • Influence product and delivery roadmaps using implementation insights and domain knowledge • Serve as a trusted domain expert for early adopter customers during presales, hands-on delivery support, and product development • Establish Workiva in new markets while combining tactical delivery guidance with strategic evaluation

🎯 Requirements

• Minimum of 10 years of related experience with a Bachelor’s degree; or 8 years and a Master’s degree; or a PhD with 6 years of experience • Recognized as a subject matter expert in financial services and banking regulatory reporting • Deep domain knowledge of regulatory filing workflows and data mapping requirements • Deep understanding of end-to-end regulatory filing processes • Knowledge of core banking products and data domains relevant to regulatory reporting, including loans, deposits, securities, derivatives, capital, liquidity, and general ledger or finance data • Experience delivering customer-facing implementations, consulting engagements, pilots, or solution-validation efforts involving banking regulatory reporting technology • Experience gathering customer feedback and implementation insights, identifying recurring market needs, and translating findings into product, delivery, and go-to-market recommendations • Strong consultative communication and stakeholder-management skills, with the ability to build credibility with senior finance, regulatory reporting, risk, data, and technology leaders • Experience operating effectively in ambiguous, fast-moving environments where requirements, product capabilities, and go-to-market approaches are still evolving • Up to 25% travel • Reliable high-speed internet for remote work

🏖️ Benefits

• A discretionary bonus typically paid annually • Restricted Stock Units granted at time of hire • 401(k) match • Comprehensive employee benefits package • Remote work from any location within the country of employment • Reasonable accommodations for applicants with disabilities

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