Application Guide

How to Apply for Senior Product Manager - Financial Reporting

at Workiva

🏢 About Workiva

Workiva is a leader in integrated ESG and financial reporting, helping organizations streamline compliance and climate impact transparency. Its cloud-based platform is trusted by thousands of enterprises, and the company's remote-first culture emphasizes collaboration and innovation.

About This Role

As Senior Product Manager for Financial Reporting, you'll own the product vision and strategy for a critical suite of tools used by finance teams worldwide. Your work will directly shape how customers manage complex reporting requirements, driving efficiency and accuracy in financial disclosures.

💡 A Day in the Life

Your day might start with a standup with engineering to review sprint progress, followed by a customer call to gather feedback on reporting workflows. Afternoons could involve analyzing product metrics, refining the roadmap with stakeholders, and writing specs for upcoming features.

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🎯 Who Workiva Is Looking For

  • Has 6+ years in product management, ideally in financial software or reporting (e.g., ERP, accounting, or regulatory tech).
  • Demonstrates a track record of leading product vision and strategy, with examples of shipped features that drove measurable business value.
  • Thrives in agile, continuous deployment environments and can partner effectively with Engineering, UX, and Go-to-Market teams.
  • Holds an undergraduate degree (MBA preferred) and possesses deep customer empathy, often translating user insights into product priorities.

📝 Tips for Applying to Workiva

1

Tailor your resume to highlight experience with financial reporting, ESG, or regulatory compliance products—mention specific features you've shipped.

2

In your cover letter, reference Workiva's mission of 'streamlining integrated ESG reporting' and connect your background to that goal.

3

Quantify your impact: use metrics like 'reduced reporting time by 30%' or 'increased customer adoption by 20%' for features you owned.

4

Showcase agile experience: mention specific methodologies (e.g., Scrum, Kanban) and tools (e.g., Jira, Aha!) you've used.

5

Research Workiva's recent product releases and mention them in your application to demonstrate genuine interest.

✉️ What to Emphasize in Your Cover Letter

['Emphasize your experience with financial reporting products or adjacent domains (e.g., ERP, audit, compliance).', 'Highlight your ability to define product strategy and roadmap, with concrete examples of customer-driven prioritization.', "Show enthusiasm for Workiva's focus on ESG integration—explain how your work can contribute to transparent climate reporting.", "Mention your comfort with agile and continuous deployment, and how you've collaborated with engineering to ship frequently."]

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🔍 Research Before Applying

To stand out, make sure you've researched:

  • → Review Workiva's latest product updates and press releases, especially around ESG reporting integrations.
  • → Read customer case studies or testimonials on Workiva's website to understand pain points and value drivers.
  • → Look into Workiva's culture and remote work policies on Glassdoor or LinkedIn to align your application with their values.
  • → Understand the competitive landscape: compare Workiva's financial reporting capabilities to tools like BlackLine or SAP.

💬 Prepare for These Interview Topics

Based on this role, you may be asked about:

1 Walk me through a time you defined a product vision for a complex financial or reporting product.
2 How would you prioritize features for a financial reporting tool used by both CFOs and ESG teams?
3 Describe your experience with agile and continuous deployment—how do you balance speed and quality?
4 How do you gather customer insights for a product that handles sensitive financial data?
5 What metrics would you use to measure success for a financial reporting product?
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⚠️ Common Mistakes to Avoid

  • Don't submit a generic resume—omit irrelevant roles and focus on product management experience in software.
  • Avoid vague statements like 'I love product management'—instead, provide specific examples tied to financial reporting.
  • Don't overlook the ESG angle: failing to mention how your work connects to sustainability or compliance could seem tone-deaf.

📅 Application Timeline

This position is open until filled. However, we recommend applying as soon as possible as roles at mission-driven organizations tend to fill quickly.

Typical hiring timeline:

1

Application Review

1-2 weeks

2

Initial Screening

Phone call or written assessment

3

Interviews

1-2 rounds, usually virtual

✓

Offer

Congratulations!

Ready to Apply?

Good luck with your application to Workiva!

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