Application Guide
How to Apply for Senior Solution Consultant - Partnerships (Financial Reporting)
at Workiva
🏢 About Workiva
Workiva is a leader in simplifying integrated ESG and financial reporting, helping organizations streamline complex disclosures for climate impact and compliance. Their cloud-based platform is trusted by thousands of enterprises, and they emphasize innovation, transparency, and sustainability. Working here means being at the intersection of finance, technology, and ESG—a rapidly growing and impactful space.
About This Role
This role is pivotal in enabling strategic partners (e.g., Big 4 consulting firms) to effectively sell and implement Workiva’s financial reporting solutions. You’ll create scalable enablement assets, drive partner-sourced pipeline, and serve as a trusted advisor to partner leaders. Your work directly amplifies Workiva’s reach and accelerates revenue through the partner ecosystem.
💡 A Day in the Life
You might start your day reviewing a partner’s demo request and then co-create a customized demo script with their team. Midday, you could lead a training session for new partner consultants on Workiva’s consolidation features. Afternoon might involve analyzing partner pipeline data with Partner Sales to identify gaps, followed by a call with a Big 4 leader to align on go-to-market strategy.
🚀 Application Tools
🎯 Who Workiva Is Looking For
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📝 Tips for Applying to Workiva
1. Highlight specific experience with multi-entity consolidation or complex financial reporting (e.g., intercompany eliminations, currency translation).
2. Showcase any prior work with partner ecosystems, especially enablement assets you’ve created that drove measurable partner revenue.
3. Tailor your resume to emphasize client-facing roles at or with Big 4 firms—mention specific projects or partnerships.
4. In your cover letter, connect your experience to Workiva’s ESG focus; show you understand how financial reporting ties to sustainability.
5. Use Workiva’s own language: mention ‘Office of the CFO,’ ‘integrated reporting,’ and ‘scalable enablement’ to align with the job description.
✉️ What to Emphasize in Your Cover Letter
• Emphasize your domain expertise in financial reporting and consolidation, and how it solves partner and client pain points. • Demonstrate your ability to create scalable enablement programs that have successfully upskilled partners. • Show your experience selling to the Office of the CFO and building trust with finance leaders. • Briefly mention your understanding of ESG reporting trends and Workiva’s unique position in the market.
Generate Cover Letter →🔍 Research Before Applying
To stand out, make sure you've researched:
- → 1. Read Workiva’s latest ESG report and understand how their platform integrates financial and non-financial data.
- → 2. Study their partner program page and any case studies featuring Big 4 or consulting partners.
- → 3. Review recent news or webinars about Workiva’s financial reporting capabilities, especially around XBRL and SEC filings.
- → 4. Familiarize yourself with key competitors like BlackLine or OneStream, and how Workiva differentiates.
💬 Prepare for These Interview Topics
Based on this role, you may be asked about:
⚠️ Common Mistakes to Avoid
- 1. Being too generic about financial reporting—avoid vague terms; use specific examples like multi-entity consolidation or intercompany accounting.
- 2. Overlooking the partner ecosystem aspect—don’t just focus on direct sales; emphasize enablement and collaboration.
- 3. Neglecting ESG—even though this is a financial reporting role, Workiva’s mission is ESG-driven; show you understand the connection.
📅 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:
Application Review
1-2 weeks
Initial Screening
Phone call or written assessment
Interviews
1-2 rounds, usually virtual
Offer
Congratulations!