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BT Manager - Workiva Data Management (Wdata) Implementation & Optimization Project Lead

April 24, 2026

Experience a 45X+ award-winning culture!Embarkers enjoy:<ul><li>Work-life integration: We encourage our team to balance work with personal life. <a href="https://www.greatplacetowork.com/certified-company/7012697" target="_blank" rel="noopener noreferrer">95% of our employees</a> feel they can take time off when necessary</li><li>Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients</li><li>Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team</li></ul>Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:<ul><li>Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions</li><li>Comprehensive healthcare: 100% paid premiums for you and your family</li><li>Whole human growth: $150 monthly stipend for holistic development</li><li>Career advancement: Access to CPE credits, learning platforms, coaching, and professional development</li><li>Financial support: Up to 3% 401(k) matching and financial advisory services</li><li>Team and community engagement: Monthly social events within your market, charitable matching, and great people!</li></ul>Join Our Business Transformation Team Help CFOs and controllers turn fragmented data into a connected, governed, and trusted foundation for reporting. As a project lead focused on Workiva Data Management (Wdata), you’ll lead clients through the design and implementation of Workiva’s data layer that powers SEC, ESG, financial, and operational reporting. We bring people, process, and technology together:<ul><li>People: We align finance, accounting, and data teams around a single source of truth.</li><li>Process: We streamline data flows, embed controls, and reduce manual, Excel-driven work.</li><li>Technology: We design and implement scalable Wdata architectures that integrate with ERPs, data warehouses, and reporting workspaces. </li></ul>As a Wdata Implementation & Optimization Manager and Project Lead within our Business Transformation practice, you will: Lead Wdata Implementations End-to-End<ul><li>Own discovery, design, build, testing, and deployment of Wdata solutions that support SEC, ESG, financial close, management reporting, and internal controls use cases.</li></ul>Design Scalable Data Architectures in Wdata<ul><li>Architect table structures, data models, relationships, and data prep logic to support repeatable, governed data pipelines feeding Workiva workspaces and reports.</li></ul>Build and Orchestrate Data Pipelines<ul><li>Configure Chains, connectors, and data prep steps to integrate data from ERPs (e.g., NetSuite, SAP, Workday, Oracle), GL/subledgers, data warehouses (e.g., Snowflake, Azure), and flat files into Wdata.</li></ul>Establish Governance, Controls, and Lineage<ul><li>Implement standards for data quality, access, approvals, and lineage so clients can trust the data flowing into their Workiva reports and dashboards.</li></ul>Run Client Workshops & Requirements Sessions<ul><li>Lead conversations with Controllers, SEC Reporting, FP&A, Finance Transformation, and IT/Data teams to define source systems, mappings, transformation rules, and control points.</li></ul>Bridge Technical & Functional Teams<ul><li>Translate accounting and reporting requirements into Wdata designs and work closely with data engineers, Workiva configuration specialists, and client IT teams.</li></ul>Optimize Existing Wdata Environments<ul><li>Assess current-state Wdata implementations, identify gaps or technical debt, and redesign pipelines, tables, and chains for performance, scalability, and maintainability.</li></ul>Manage Engagement Delivery<ul><li>Plan and manage project scope, timelines, and resources; oversee day-to-day delivery; and ensure clear communication and alignment with client stakeholders.</li></ul>Develop and Mentor Talent<ul><li>Coach team members on Wdata concepts, Workiva architecture, and consulting best practices; help build Embark’s internal Wdata methodology and accelerators.</li></ul>Champion Innovation & Reuse<ul><li>Leverage templates, patterns, and re-usable components for Wdata implementations; stay current on Workiva’s data management roadmap and bring new capabilities into client solutions.</li></ul> In order to be a good fit for the Wdata Implementation & Optimization Project Lead role, you will have: Workiva Data Management Expertise<ul><li>Significant hands-on experience implementing Wdata (data tables, data prep, chains, connectors, views, transformations).</li><li>Proven experience connecting Wdata into one or more Workiva use cases (e.g., SEC reporting, ESG, financial close, SOX, internal management reporting).</li></ul>Data Integration & Architecture Skills<ul><li>Strong understanding of data modeling, ETL/ELT concepts, and relational structures.</li><li>Experience integrating ERPs/GLs, subledgers, CRMs, and data warehouses into a central data layer.</li><li>Comfort working with SQL, data mappings, and transformation logic.</li></ul>Consulting & Client Leadership<ul><li>Track record leading complex, multi-stakeholder projects in a consulting or advisory environment.</li><li>Ability to facilitate workshops, manage expectations, and communicate clearly with both executives and technical teams.</li></ul>Finance & Reporting Acumen<ul><li>Solid understanding of financial close, consolidation, and reporting processes (e.g., SEC reporting, management reporting, FP&A, controls).</li><li>Ability to connect data design decisions to reporting, compliance, and business outcomes.</li></ul>Soft Skills<ul><li>Strong problem-solving mindset and comfort with ambiguity.</li><li>Excellent written and verbal communication skills.</li><li>Collaborative, team-oriented style with a focus on client service and team success.</li></ul>Success in This Role Looks Like<ul><li>Trusted Data Foundations: Clients rely on Wdata pipelines you designed as the authoritative source for their reporting.</li><li>Scalable Designs: Solutions are flexible enough to support new entities, new reports, and evolving requirements without constant rework.</li><li>Happy Stakeholders: Controllers, SEC/ESG leads, FP&A, and IT feel heard, supported, and confident in the solution.</li><li>Strong Teams: Project teams understand Wdata patterns, follow consistent standards, and grow under your leadership. </li></ul>Why EmbarkEmbark is reimagining consulting with a people-first culture and a focus on modern finance, data, and technology. You’ll:<ul><li>Lead high-impact Workiva Data Management projects across industries.</li><li>Help build and scale our Workiva and data practices, methodologies, and accelerators.</li><li>Work with a team that values authenticity, excellence, and long-term relationships - internally and with clients.</li><li>Competitive compensation: starting compensation is $140,000+ depending on experience. </li></ul>In closing...If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...