Solutions Architect, Accounting & Finance
Posted on Indeed on May 03, 2021
What is Clearview?
Clearview ( is a dynamic CPA and consulting firm, committed to a culture of excellence, offering accounting & finance, audit, income tax, MSP, risk advisory, SALT, cybersecurity, HR and other services. Our firm was built on principles such as accountability, commitment, respect, and trust. It’s not just about the work (the “what”), it’s also about our approach (the ”how”). Our employees understand the importance of supporting one another and focusing on our greater business objectives.
Multiple times, Clearview has won awards as the “Best Place to Work” in Baltimore, “Best Regional Accounting Firm”, “Best Regional Consulting Firm”, “Top Workplace” and more. For details about these and other recognitions, please visit
What opportunity is available?
Clearview Group’s Workiva Implementation Services Team is seeking a full-time Solutions Architect, Accounting & Finance. Our firm is headquartered in Owings Mills, Maryland, and while this new hire may work remotely, s/he must reside in the eastern, central, or mountain time zone. Candidates in the pacific time zone will not be considered. This Architect will be expected to travel to our office, clients/prospects, and our technology partner, on occasion, as required by business need. To learn more about our business partner, Workiva, please visit
Who works here and why?
Our employees bring expertise from Fortune 100, Big 4 Accounting, and other industry leaders to work for our clients. They chose Clearview because of our inviting, entrepreneurial culture and bias towards action. Team members embrace our firm’s “business should be personal” philosophy, build meaningful relationships, make solving our clients’ business problems the top priority, and focus on delivering results that have a real impact on their bottom line.
What’s in it for you?
The greatest benefit for Clearview team members is the peace of mind that comes from being part of a principles- based company where no one gets ahead at the expense of others. We are committed to each other as well as to our firm’s growth and sustainability. A strong firm will continue providing opportunities for our people. Understanding this symbiotic relationship is paramount and is the fabric of Clearview. Additionally, we offer a 401k plan with a discretionary company match, paid holidays, PTO, medical, dental, & vision insurance, career advancement, an employee-centric culture focused on camaraderie, and more.
What will this new hire do?
The Solutions Architect, Accounting & Finance will design and develop business solutions for clients within Workiva’s cloud-based information management platform. This Architect will then support the implementation of these solutions that modernize and simplify the complex work of clients’ finance, accounting, compliance, and operational teams. Workiva’s platform enables the use of connected data and automation of reporting across an organization. Specific responsibilities of this position include, but are not limited to:
  • deriving clients’ business and technical requirements by leading, facilitating and/or participating in collaborative meetings and working sessions with multi-disciplinary process owners
  • analyzing requirements to:
    • identify optimal use of existing software functionalities to streamline current processes for automation solutions
    • design and implement new systems
    • craft scalable, flexible, and resilient architectures that address clients’ business problems and accelerate the adoption of our partner’s software platform
  • creating data tables, queries (SQL), ETL logic, and API connections between client source systems and the software platform
  • collaborating with business development to drive revenue growth across a wide array of prospective and current clients
  • serving as a trusted advocate to help clients understand best practices around platform integration
  • developing technical standards, work plans, estimates, requirement analyses, risk management & technology life-cycle plans, and documentation
  • developing and maintaining strong relationships within technology partner, clients, and Clearview
  • communicating extensively with clients to drive expectations and report on the status of ongoing projects
  • developing and delivering executive-level and technical briefings on systems’ capabilities and business solutions
  • describing to stakeholders the structure, characteristics, behavior, and other aspects of software that best solves business problems
  • providing architectural guidance and recommendations to promote successful technology partner engagements
  • sharing client feedback with technology partner’s product management and engineering teams to help drive platform improvements
  • staying abreast of emerging trends regarding solutions architecture, systems integration, and automation
  • providing exceptional service to clients, always acting as a positive brand ambassador for Clearview
  • mentoring and training colleagues and clients
What is required for consideration?
  • Bachelor’s degree
  • Minimum three (3) years of professional services experience in either assurance or advisory (accounting and/or finance preferred)
  • Advanced proficiency with Excel
  • Willingness and ability to travel up to 10%, as required by business needs
  • Residence in the Eastern, Central, or Mountain time zone
What is preferred for consideration?
  • Bachelor’s degree in Accounting, Finance, Business, Business Technology, or another applicable discipline
  • Experience with Workiva’s Wdesk platform
  • Understanding of accounting activities
  • Understanding of systems integrations technologies (e.g. API, SFTP, etc.)
  • Experience with ERP, consolidation systems, and/or financial performance management software such as SAP, Oracle, Workday, OneStream, or similar
  • Intermediate proficiency with SQL, database design and queries
Employment visa sponsorship is not a benefit currently offered by Clearview and we do not anticipate this changing in the future.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually quiet.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this job include close vision (computer work). While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, and talk or hear. The employee is occasionally required to stand, walk, and reach with hands and arms.
Clearview Group LLC is an equal opportunity/affirmative action employer. The Company provides equal opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, marital status, sexual orientation, citizenship status, pregnancy, genetic information, disability, gender identity, veteran status, or any other characteristic protected by applicable law.

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