
Alpha FMC · North America
Alpha Alternatives - EPM Overview Alpha is a global advisory firm focused on alternative investments, financial services, and technology-enabled transformation...
Alpha Alternatives - EPM Overview
Alpha is a global advisory firm focused on alternative investments, financial services, and technology-enabled transformation. We
help clients improve reporting processes, operational efficiency, governance, and scalability through a combination of business
consulting, technology implementation, and industry expertise.
As an Elite Workiva partner, Alpha’s Workiva practice is one of our core solution offerings. We are looking for an experienced
Manager-level consultant who can step into active client delivery, lead Workiva implementation projects, manage delivery teams,
and drive high-quality outcomes across complex reporting and operational initiatives.
Role Overview
The Manager, Workiva Implementation Consultant will lead client-facing Workiva implementation projects from discovery through
go-live. This individual will be responsible for managing project delivery, leading client workshops, overseeing solution design,
coordinating consultants and solution architects, and ensuring the Workiva platform is configured to support each client’s
reporting and business needs.
This is a hands-on consulting leadership role. The ideal candidate can quickly pick up active projects, understand client
requirements, organize workstreams, manage teams, communicate clearly with stakeholders, and drive delivery forward with minimal
ramp-up.
What You’ll Do / Keys to Success
are delivered on time, within scope, and aligned to client expectations.
awareness, and overall communication.
go-live readiness discussions.
workflows, template structures, linking strategies, common content, and review cycles.
removing blockers, reviewing deliverables, and holding the team accountable.
definition-of-done reviews.
maintain and operate their Workiva solution after go-live.
and executive teams.
Workiva use cases, optimization, managed services, or future phases.
practices, and sales pursuits as needed.
Required Qualifications
platform administration.
scalable Workiva solutions.
Preferred Qualifications
reporting cases.
services clients.
reporting architecture.
Compensation and Benefits
There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets,
experience and training, and licensure and certifications. A reasonable estimate of the salary range is $130,000 – $160,000
USD, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.
Location: United States or Canada; hybrid About Alpha Alternatives Alpha Alternatives, a part of Alpha Group, is a fast-growing global consulting firm focused on digital and operational transformation in the alternative investment industry—including private equity, real estate, private debt, credit, and infrastructure. We are recognized for our deep domain expertise, innovative thinking, and commitment to delivering exceptional value. Our consultants work alongside clients to solve complex operational and technology challenges in financial services. At Alpha, we believe in empowering client teams to be change agents and driving sustainable transformation through collaboration, insight, and execution excellence. About the Team Our Enterprise Performance Management (EPM) practice enables clients to achieve operational and financial excellence through advanced planning, forecasting, and profitability solutions. We partner with financial services and private markets clients to design and implement solutions that enhance financial decision-making through technology-driven transformation. Role Overview As a Solutions Architect, you will play a key role in shaping and delivering technology-enabled FP&A transformations. You will leverage Pigment to help clients reimagine their planning, reporting, and analysis processes. You will act as a trusted advisor to clients while mentoring junior consultants, ensuring high-quality outcomes and client satisfaction. You’ll lead or support delivery teams, collaborate with client stakeholders, and help build the Pigment delivery capability within the EPM practice—bringing tailored solutions to the financial services and alternative investments sectors. Responsibilities * Conduct discovery sessions to understand client planning processes and identify challenges aligned to Pigment’s capabilities. * Design, configure, and implement Pigment-based solutions for planning, budgeting, forecasting, and financial consolidation, deliver compelling, tailored product demonstrations and facilitate solution workshops. * Partner with sales, product, and customer success teams to support pre-sales engagements and ensure successful post-sale implementations. * Lead strategic engagements for high-value accounts with complex financial reporting or multi-entity requirements. * Provide functional expertise in accounting standards such as IFRS and GAAP. * Develop client-facing deliverables including project plans, functional/technical specs, and polished presentations. * Analyze financial and operational data to generate meaningful insights and recommendations. * Lead and mentor consultants, ensuring knowledge transfer and professional development within the team. Qualifications * 5-7+ years of consulting or FP&A transformation experience, ideally within financial services or private markets. * Experience delivering or supporting Pigment implementations (preferred) or other EPM platforms (e.g., Anaplan, Oracle, SAP BPC). * Strong understanding of financial planning, reporting, and consolidation processes. * Proven ability to lead client engagements and manage delivery teams. * Excellent communication and presentation skills with a client-first mindset. * Bachelor’s degree in Finance, Business, Accounting, or Technology-related field. * Technical experience in data modeling and multi-dimensional planning environments is a plus. Compensation and Benefits * Learning and development: Vast opportunities to self-development, unlimited access to LinkedIn Learning * Flexible working: Work-life balance with flexible schedule * Community events: We offer a range of social events and meetups * 25 days’ holiday in addition to public holidays * Supplemented medical, dental and vision coverage * 401(k) with employer match * Wellness initiatives to promote healthy working, including an allowance for remote working technology * Access to discounted travel, tickets, events, and more through our benefit partner There are a wide range of factors that are considered in making compensation decisions including but not limited to - skill sets, experience and training, and licensure and certifications. A reasonable estimate of the salary range is $130,000 – $160,000 USD for US-based hires and $150,000 – $170,000 CAD for Toronto-based hires, subject to change based on salary benchmarking. In addition to this salary, candidates will be eligible for a variable bonus.
JOIN AXON AND BE A FORCE FOR GOOD. At Axon, we’re on a mission to Protect Life. We’re explorers, pursuing society’s most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities and each other. Life at Axon is fast-paced, challenging and meaningful. Here, you’ll take ownership and drive real change. Constantly grow as you work hard for a mission that matters at a company where you matter. JOIN AXON AND BE A FORCE FOR GOOD. At Axon, we’re on a mission to Protect Life. We pursue society’s most critical safety and justice issues with an ecosystem of cutting-edge devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities, and each other. Life at Axon is fast-paced, challenging, and deeply rewarding. Here, you’ll take ownership and drive real change. You’ll grow constantly as you solve meaningful problems for a mission that matters at a company where you matter. YOUR IMPACT Join Axon’s Business Solutions team as a Business Solutions Architect / Product Manager responsible for Axon’s Finance Systems portfolio. This role owns delivery and ongoing product management for critical finance platforms that support close, consolidation, revenue recognition, compliance, and financial reporting. In the near term, you will lead two high-visibility initiatives: the implementation of Axon’s Finance & Accounting Consolidation platform and a major RevStream upgrade. Over time, you will operate as the product owner for assigned finance systems, shaping roadmaps, prioritizing investments, and ensuring measurable business outcomes across Finance. You will partner closely with Finance, Accounting, Revenue Operations, Tax, IT, Engineering, and Enterprise Architecture. You own what gets delivered and why; technical teams own how it is built. WHAT YOU’LL DO Location: 4 days per week (Tuesday-Friday) - Can sit in any of the following locations: Boston, NYC, Sterling VA, Scottsdale, San Francisco, Seattle Reports to: Director, BSA Direct Reports: None PRODUCT & PROGRAM LEADERSHIP * Serve as the Product Manager and Delivery Lead for Axon’s Finance Technology ecosystem, including consolidation, revenue management, close automation, financial reporting, and enterprise finance platforms. * Lead the end-to-end implementation and modernization of Finance Systems, including requirements analysis, solution design, technical roadmap development, platform configuration, data migration, testing, deployment, and post-production support. * Own the Finance & Accounting Consolidation platform implementation, including business process design, financial data modeling, hierarchy management, integration requirements, security model definition, and system adoption. * Drive technical delivery of RevStream upgrades and revenue systems enhancements, ensuring compliance with ASC 606 revenue recognition requirements and integration with enterprise ERP and reporting platforms. * Translate complex accounting, finance, tax, and regulatory requirements into detailed functional specifications, technical requirements, user stories, acceptance criteria, and implementation plans. * Partner closely with Engineering, Enterprise Architecture, Data Engineering, and third-party vendors to design scalable solutions, manage technical dependencies, and ensure platform performance and reliability. * Lead User Acceptance Testing (UAT), System Integration Testing (SIT), release management, cutover planning, and production deployment activities. * Evaluate system architecture, platform capabilities, integration patterns, and technical tradeoffs to support long-term scalability and maintainability. * Ensure GAAP, statutory reporting, tax, Pillar 2, consolidation, and revenue recognition requirements are embedded within system designs, data structures, controls, and reporting frameworks. PRODUCT OWNERSHIP & GOVERNANCE * Serve as Product Owner for assigned Finance Systems, accountable for roadmap prioritization, platform strategy, system health, and ongoing optimization. * Establish governance processes for finance master data, chart of accounts structures, financial hierarchies, metadata management, security roles, and data quality controls. * Collaborate with Solution Architects and Engineering teams to define integration strategies, API requirements, data flows, and technical architecture decisions across finance platforms. * Drive enterprise-wide data governance initiatives supporting financial reporting accuracy, audit readiness, and regulatory compliance. * Define and monitor system KPIs including performance, scalability, adoption, data integrity, and operational efficiency metrics. * Identify and implement automation opportunities leveraging workflow technologies, business rules engines, integrations, and analytics platforms to improve operational efficiency and internal controls. * Support technical troubleshooting, root-cause analysis, and resolution of complex finance system issues impacting business operations. * Communicate technical recommendations, implementation strategies, risks, dependencies, and tradeoffs to Finance, IT, and executive leadership teams. WHAT YOU BRING * Bachelor’s or Master’s degree in Information Systems, Computer Science, Software Engineering, Finance, Accounting, Business Analytics, Engineering, or a related field, or foreign equivalent. * 8+ years of experience in Finance Systems, Enterprise Applications, Product Management, ERP/EPM implementations, Business Systems, or related technical disciplines. * Deep expertise in financial close, consolidation, revenue recognition, reconciliations, statutory reporting, and financial systems architecture. * Demonstrated experience leading large-scale Finance Systems implementations involving system configuration, integrations, data migrations, testing, and production deployments. * Experience with enterprise finance platforms such as OneStream, Oracle EPM, Workiva, BlackLine, RevStream, Hyperion, Anaplan, or similar technologies. * Strong understanding of enterprise application architecture, relational data models, data governance frameworks, and systems integration concepts. * Experience partnering with Engineering, Data Engineering, Enterprise Architecture, and cross-functional business stakeholders to deliver complex enterprise solutions. * Technical proficiency with ERP and analytics platforms including D365 Finance & Operations, Snowflake, Power BI, Sigma, SQL, and enterprise reporting technologies. * Strong product management capabilities, including roadmap ownership, backlog prioritization, stakeholder alignment, UAT leadership, release planning, and phased delivery execution. * Ability to analyze complex technical and business requirements and translate them into scalable system solutions. * Ability to operate independently on ambiguous, high-impact initiatives while balancing strategic priorities and delivery timelines. * Strong communication skills and executive presence, with the ability to present technical recommendations, business cases, and tradeoffs to senior stakeholders. * Collaborative, outcome-driven mindset with a passion for continuous improvement, automation, and operational excellence. BENEFITS THAT BENEFIT YOU * Competitive salary and 401k with employer match * Discretionary paid time off * Paid parental leave for all * Medical, Dental, Vision plans * Fitness Programs * Emotional & Mental Wellness support * Learning & Development programs * And yes, we have snacks in our offices Benefits listed herein may vary depending on the nature of your employment and the location where you work. Axon is a total compensation company, meaning compensation is made up of base pay, bonus, and stock awards. The actual base pay is dependent upon many factors, such as: level, function, training, transferable skills, work experience, business needs, geographic market, and often a combination of all these factors. Our benefits offer an array of options to help support you physically, financially and emotionally through the big milestones and in your everyday life. To see more details on our benefits offerings please visit https://www.axon.com/careers [https://www.axon.com/careers]. Base Pay Range $171,000—$250,000 USD Don’t meet every single requirement? That's ok. At Axon, we Aim Far. We think big with a long-term view because we want to reinvent the world to be a safer, better place. We are also committed to building diverse teams that reflect the communities we serve. Studies have shown that women and people of color are less likely to apply to jobs unless they check every box in the job description. If you’re excited about this role and our mission to Protect Life but your experience doesn’t align perfectly with every qualification listed here, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Important Notes The above job description is not intended as, nor should it be construed as, exhaustive of all duties, responsibilities, skills, efforts, or working conditions associated with this job. The job description may change or be supplemented at any time in accordance with business needs and conditions. Some roles may also require legal eligibility to work in a firearms environment. We collect personal information from applicants to evaluate candidates for employment. You may request access, deletion, or exercise other CCPA rights at axongreenhousesupport@axon.com [axongreenhousesupport@axon.com] or via our Axon Privacy Web Form [https://privacyportal.onetrust.com/webform/0efc1702-9321-4119-bc9d-a06c3a1d3e4e/ca57cc26-a159-4193-9f6e-58ffe3fd2509]. For more information, please see the Your California Privacy Rights section of our Applicant and Candidate Privacy Notice. [https://www.axon.com/candidateprivacypolicy] Axon’s mission is to Protect Life and is committed to the well-being and safety of its employees as well as Axon’s impact on the environment. All Axon employees must be aware of and committed to the appropriate environmental, health, and safety regulations, policies, and procedures. Axon employees are empowered to report safety concerns as they arise and activities potentially impacting the environment. We are an equal opportunity employer that promotes justice, advances equity, values diversity and fosters inclusion. We’re committed to hiring the best talent — regardless of race, creed, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, genetic information, veteran status, or any other characteristic protected by applicable laws, regulations and ordinances — and empowering all of our employees so they can do their best work. If you have a disability or special need that requires assistance or accommodation during the application or the recruiting process, please email recruitingops@axon.com. [recruitingops@axon.com] Please note that this email address is for accommodation purposes only. Axon will not respond to inquiries for other purposes. Phishing alert: Axon will never ask you to pay for any part of the hiring process, including training, equipment, or background checks. We do not make job offers via text message, WhatsApp, or instant messaging platforms without a formal interview process. All legitimate job openings are listed on our official careers page at https://www.axon.com/careers [https://www.axon.com/careers]. If you receive a suspicious offer or outreach from an email address that is not @axon.com, or if you are asked for sensitive personal information (bank details, Social Security Number) prematurely, please ignore the message and report it to recruitingops@axon.com [recruitingops@axon.com].
JOIN AXON AND BE A FORCE FOR GOOD. At Axon, we’re on a mission to Protect Life. We’re explorers, pursuing society’s most critical safety and justice issues with our ecosystem of devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities and each other. Life at Axon is fast-paced, challenging and meaningful. Here, you’ll take ownership and drive real change. Constantly grow as you work hard for a mission that matters at a company where you matter. JOIN AXON AND BE A FORCE FOR GOOD. At Axon, we’re on a mission to Protect Life. We pursue society’s most critical safety and justice issues with an ecosystem of cutting-edge devices and cloud software. Like our products, we work better together. We connect with candor and care, seeking out diverse perspectives from our customers, communities, and each other. Life at Axon is fast-paced, challenging, and deeply rewarding. Here, you’ll take ownership and drive real change. You’ll grow constantly as you solve meaningful problems for a mission that matters at a company where you matter. YOUR IMPACT Join Axon’s Business Solutions team as a Business Solutions Architect / Product Manager responsible for Axon’s Finance Systems portfolio. This role owns delivery and ongoing product management for critical finance platforms that support close, consolidation, revenue recognition, compliance, and financial reporting. In the near term, you will lead two high-visibility initiatives: the implementation of Axon’s Finance & Accounting Consolidation platform and a major RevStream upgrade. Over time, you will operate as the product owner for assigned finance systems, shaping roadmaps, prioritizing investments, and ensuring measurable business outcomes across Finance. You will partner closely with Finance, Accounting, Revenue Operations, Tax, IT, Engineering, and Enterprise Architecture. You own what gets delivered and why; technical teams own how it is built. WHAT YOU’LL DO Location: 4 days per week (Tuesday-Friday) - Can sit in any of the following locations: Boston, NYC, Sterling VA, Scottsdale, San Francisco, Seattle Direct Reports: None PRODUCT & PROGRAM LEADERSHIP * Serve as the Product Manager and Delivery Lead for Axon’s Finance Technology ecosystem, including consolidation, revenue management, close automation, financial reporting, and enterprise finance platforms. * Lead the end-to-end implementation and modernization of Finance Systems, including requirements analysis, solution design, technical roadmap development, platform configuration, data migration, testing, deployment, and post-production support. * Own the Finance & Accounting Consolidation platform implementation, including business process design, financial data modeling, hierarchy management, integration requirements, security model definition, and system adoption. * Drive technical delivery of RevStream upgrades and revenue systems enhancements, ensuring compliance with ASC 606 revenue recognition requirements and integration with enterprise ERP and reporting platforms. * Translate complex accounting, finance, tax, and regulatory requirements into detailed functional specifications, technical requirements, user stories, acceptance criteria, and implementation plans. * Partner closely with Engineering, Enterprise Architecture, Data Engineering, and third-party vendors to design scalable solutions, manage technical dependencies, and ensure platform performance and reliability. * Lead User Acceptance Testing (UAT), System Integration Testing (SIT), release management, cutover planning, and production deployment activities. * Evaluate system architecture, platform capabilities, integration patterns, and technical tradeoffs to support long-term scalability and maintainability. * Ensure GAAP, statutory reporting, tax, Pillar 2, consolidation, and revenue recognition requirements are embedded within system designs, data structures, controls, and reporting frameworks. PRODUCT OWNERSHIP & GOVERNANCE * Serve as Product Owner for assigned Finance Systems, accountable for roadmap prioritization, platform strategy, system health, and ongoing optimization. * Establish governance processes for finance master data, chart of accounts structures, financial hierarchies, metadata management, security roles, and data quality controls. * Collaborate with Solution Architects and Engineering teams to define integration strategies, API requirements, data flows, and technical architecture decisions across finance platforms. * Drive enterprise-wide data governance initiatives supporting financial reporting accuracy, audit readiness, and regulatory compliance. * Define and monitor system KPIs including performance, scalability, adoption, data integrity, and operational efficiency metrics. * Identify and implement automation opportunities leveraging workflow technologies, business rules engines, integrations, and analytics platforms to improve operational efficiency and internal controls. * Support technical troubleshooting, root-cause analysis, and resolution of complex finance system issues impacting business operations. * Communicate technical recommendations, implementation strategies, risks, dependencies, and tradeoffs to Finance, IT, and executive leadership teams. WHAT YOU BRING * Bachelor’s or Master’s degree in Information Systems, Computer Science, Software Engineering, Finance, Accounting, Business Analytics, Engineering, or a related field, or foreign equivalent. * 8+ years of experience in Finance Systems, Enterprise Applications, Product Management, ERP/EPM implementations, Business Systems, or related technical disciplines. * Deep expertise in financial close, consolidation, revenue recognition, reconciliations, statutory reporting, and financial systems architecture. * Demonstrated experience leading large-scale Finance Systems implementations involving system configuration, integrations, data migrations, testing, and production deployments. * Experience with enterprise finance platforms such as OneStream, Oracle EPM, Workiva, BlackLine, RevStream, Hyperion, Anaplan, or similar technologies. * Strong understanding of enterprise application architecture, relational data models, data governance frameworks, and systems integration concepts. * Experience partnering with Engineering, Data Engineering, Enterprise Architecture, and cross-functional business stakeholders to deliver complex enterprise solutions. * Technical proficiency with ERP and analytics platforms including D365 Finance & Operations, Snowflake, Power BI, Sigma, SQL, and enterprise reporting technologies. * Strong product management capabilities, including roadmap ownership, backlog prioritization, stakeholder alignment, UAT leadership, release planning, and phased delivery execution. * Ability to analyze complex technical and business requirements and translate them into scalable system solutions. * Ability to operate independently on ambiguous, high-impact initiatives while balancing strategic priorities and delivery timelines. * Strong communication skills and executive presence, with the ability to present technical recommendations, business cases, and tradeoffs to senior stakeholders. * Collaborative, outcome-driven mindset with a passion for continuous improvement, automation, and operational excellence. BENEFITS THAT BENEFIT YOU * Competitive salary and 401k with employer match * Discretionary paid time off * Paid parental leave for all * Medical, Dental, Vision plans * Fitness Programs * Emotional & Mental Wellness support * Learning & Development programs * And yes, we have snacks in our offices Benefits listed herein may vary depending on the nature of your employment and the location where you work. Axon is a total compensation company, meaning compensation is made up of base pay, bonus, and stock awards. The actual base pay is dependent upon many factors, such as: level, function, training, transferable skills, work experience, business needs, geographic market, and often a combination of all these factors. Our benefits offer an array of options to help support you physically, financially and emotionally through the big milestones and in your everyday life. To see more details on our benefits offerings please visit https://www.axon.com/careers [https://www.axon.com/careers]. Base Pay Range $171,000—$250,000 USD Don’t meet every single requirement? That's ok. At Axon, we Aim Far. We think big with a long-term view because we want to reinvent the world to be a safer, better place. We are also committed to building diverse teams that reflect the communities we serve. Studies have shown that women and people of color are less likely to apply to jobs unless they check every box in the job description. If you’re excited about this role and our mission to Protect Life but your experience doesn’t align perfectly with every qualification listed here, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Important Notes The above job description is not intended as, nor should it be construed as, exhaustive of all duties, responsibilities, skills, efforts, or working conditions associated with this job. The job description may change or be supplemented at any time in accordance with business needs and conditions. Some roles may also require legal eligibility to work in a firearms environment. We collect personal information from applicants to evaluate candidates for employment. You may request access, deletion, or exercise other CCPA rights at axongreenhousesupport@axon.com [axongreenhousesupport@axon.com] or via our Axon Privacy Web Form [https://privacyportal.onetrust.com/webform/0efc1702-9321-4119-bc9d-a06c3a1d3e4e/ca57cc26-a159-4193-9f6e-58ffe3fd2509]. For more information, please see the Your California Privacy Rights section of our Applicant and Candidate Privacy Notice. [https://www.axon.com/candidateprivacypolicy] Axon’s mission is to Protect Life and is committed to the well-being and safety of its employees as well as Axon’s impact on the environment. All Axon employees must be aware of and committed to the appropriate environmental, health, and safety regulations, policies, and procedures. Axon employees are empowered to report safety concerns as they arise and activities potentially impacting the environment. We are an equal opportunity employer that promotes justice, advances equity, values diversity and fosters inclusion. We’re committed to hiring the best talent — regardless of race, creed, color, ancestry, religion, sex (including pregnancy), national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, genetic information, veteran status, or any other characteristic protected by applicable laws, regulations and ordinances — and empowering all of our employees so they can do their best work. If you have a disability or special need that requires assistance or accommodation during the application or the recruiting process, please email recruitingops@axon.com. [recruitingops@axon.com] Please note that this email address is for accommodation purposes only. Axon will not respond to inquiries for other purposes. Phishing alert: Axon will never ask you to pay for any part of the hiring process, including training, equipment, or background checks. We do not make job offers via text message, WhatsApp, or instant messaging platforms without a formal interview process. All legitimate job openings are listed on our official careers page at https://www.axon.com/careers [https://www.axon.com/careers]. If you receive a suspicious offer or outreach from an email address that is not @axon.com, or if you are asked for sensitive personal information (bank details, Social Security Number) prematurely, please ignore the message and report it to recruitingops@axon.com [recruitingops@axon.com].