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Associate Director

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Job Description - Associate Director

Position Overview

We are seeking a Product Manager – Technology to join our Accounting and Reporting Consulting (ARC) practice. This individual will play a key role in supporting the Director of Reporting Technology in defining and executing the product strategy, roadmap, and go-to-market plan for our tech-enabled reporting and risk solutions.

We are particularly looking for candidates who have hands-on experience in implementing or using platforms like Workiva, Finalyzer, or similar financial/regulatory reporting tools.

Key Responsibilities

  • Drive and execute the product roadmap for technology solutions in financial reporting and risk management.

  • Gather and prioritize product requirements in collaboration with business, technical, and client teams.

  • Participate in the implementation and optimization of tools like Workiva and Finalyzer, bringing platform knowledge and user insights to enhance adoption.

  • Work closely with engineering teams to define product specifications and contribute to documentation (BRD, SDD).

  • Support product launch activities, including internal training, marketing collateral, and user communication.

  • Conduct market research and competitive analysis to inform product features and positioning.

  • Lead client demos and training sessions to showcase product functionality and best practices.

  • Act as a liaison between internal teams and clients to capture feedback and identify enhancement opportunities.

  • Track product KPIs and use data to inform feature enhancements and usability improvements.

  • Create user documentation, training guides, and internal product resources.

  • Collaborate with the sales team to support product positioning in client pitches and workshops.

  • Stay updated on regulatory and reporting trends relevant to finance and GRC technologies.

  • Mentor and support junior team members and contribute to a high-performance product culture.



Requirements

Qualifications

  • Chartered Accountant (CA) or equivalent financial certification preferred.

  • 5+ years of experience in product management, preferably in financial/regulatory technology, fintech, or consulting.

  • Direct experience with Workiva, Finalyzer, or similar reporting/automation platforms.

  • Strong domain knowledge in accounting, regulatory reporting, GRC, or financial risk management.

  • Demonstrated ability to translate complex requirements into product solutions.

  • Excellent communication, stakeholder management, and analytical skills.

  • Experience with agile methodologies and cross-functional collaboration.

  • Passion for solving business problems through technology and innovation.



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