SEC Reporting Specialist - Mutual Funds

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This role specializes in full-service XBRL implementations by functioning as an extension of our customers’ reporting teams. As an integral part of the Investments/Mutual Funds team, the Professional Services Specialist manages the customer relationship to ensure expectations and obligations are fulfilled, and partners with other Workiva internal teams on initiatives that address customer needs, product utilization and improving department efficiencies to help meet company goals.

What You'll Do

  • Manage projects and customer relationships: Execute projects effectively and efficiently to deliver on-time, on-budget, high-quality results and ensures customer expectations are met

  • Assist with review of customer prepared mutual fund prospectus to produce the highest quality XBRL filing documents

  • Manage multiple project engagements and interact through appropriate communication channels with Professional Services Team

  • Maintain thorough technical knowledge of US Mutual Fund Risk/Return Taxonomies

  • Perform final audit tie-outs of XBRL filing documents

  • Collaborate internally with Client Services, Quality Assurance, and Product Management

What You'll Need

Skills

  • Strong attention to detail

  • Strong communication (verbal, listening and writing) skills

  • Self-motivated and action-driven with the ability to take initiative, execute and follow-through

  • Well organized with superb time management skills

  • Able to allow for contingencies, prioritize multiple and potentially overlapping customer requirements

  • Proven ability to meet established timelines

  • Personal, adaptable and flexible with the ability to work successfully in a high-energy, fast paced, rapidly changing environment is necessary

  • Demonstrates strong teamwork orientation

Experience

  • 2+ years of experience; Previous experience in accounting or finance preferred

Education

  • High school diploma required; associates or bachelor’s degree in Business, Accounting or related fields preferred

Travel Requirement

  • Up to 10% required

Working Conditions & Physical Requirements

  • Reliable internet access for any period of time working remotely, not in a Workiva office.

How You'll Be Rewarded

  • Base Pay Range in Colorado: $56,000 - $66,000

  • A discretionary bonus typically paid annually

  • Restricted Stock Units granted at time of hire

The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities.

Where You’ll Work

Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

  • Customer Success: Always delight our customers.
  • Trust: Rely on each other. 
  • Integrity: Do the right thing, every time. 
  • Collaboration: Share resources and work together. 
  • Innovation: Keep creating solutions and finding better ways. 
  • Inclusion: Support a diverse community where we all belong. 
  • Accountability: Be responsible for your success and failure.

We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.

At Workiva, you’ll enjoy: 

  • Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.
  • Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.
  • Involvement: Ability to participate in Employee Resource Groups, (Women in Tech, Women in Sales, Ethnic Diversity, Veterans, Rainbow (LGBTQ), Remote Employees, Caregiving) Volunteering, Company wide celebrations, and more
  • Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.

     

Learn more: https://www.linkedin.com/showcase/workiva-life-and-careers/

Learn more: https://www.workiva.com/careers/benefits

Workiva is an Equal Employment Opportunity and Affirmative Action Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email [email protected].

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Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • DartLanguages
    • GolangLanguages
    • JavaLanguages
    • JavascriptLanguages
    • KotlinLanguages
    • PythonLanguages
    • Salesforce ApexLanguages
    • FluxLibraries
    • ReactLibraries
    • ReduxLibraries
    • DockerFrameworks
    • KafkaFrameworks
    • KubernetesFrameworks
    • SpringFrameworks
    • TerraformFrameworks
    • BigQueryDatabases
    • CassandraDatabases
    • DynamoDBDatabases
    • ElasticsearchDatabases
    • MySQLDatabases
    • RedisDatabases
    • Graph DatabaseDatabases
    • AWS (Amazon Web Services)Services
    • GitHubServices
    • Google CloudServices
    • Google AnalyticsAnalytics
    • JIRAManagement
    • DrupalCMS
    • SalesforceCRM
    • MarketoLead Gen

An Insider's view of Workiva

What's something quirky about your company?

I love being at a company that not only encourages quirky culture, but also celebrates it! Whether it be taking a day off from work for my birthday, our Annual Giving Campaign Pie Toss, or Maker’s Challenge (a team-based competition) Workiva offers me so many unique opportunities to bring my authentic and best self to work.

Kent

Senior Software Engineer

How do you collaborate with other teams in the company?

Solution Engineers collaborate with many teams to ensure the success of deals. We work with sales to drive discovery and demos, marketing on messaging and documentation relevant to the industry today, product to bring context to functionality requests, and services and customer support to ensure the post sales satisfaction of our customers.

Tayla

Manager of Solution Engineering

How has your career grown since starting at the company?

Workiva was my second job in tech and I came in at an entry level position. Over the last 10+ years, my career has grown beyond anything I could have imagined. After a lot of hard work, building strong relationships, a ton of learning, and advocating for the greater good at Workiva every day, I now lead the functional area I started in.”

Amanda

Vice President, Head of R&D PMO

How do you make yourself accessible to the rest of the team?

I want employees to feel comfortable to express themselves and reach out to me directly to share their perspective at any time. Aside from Q&A at our regular all-company meetings, our “Ask an Exec” forum is an easy way to submit questions. And my inbox is always open – I appreciate hearing from employees about what matters most to them.

Julie

CEO

How would you describe the company’s work-life balance?

Workiva offers a remarkable work-life blend, embracing personal needs with flexible schedules. Whether for school drop-offs, vet visits, or designated volunteer time-off, this trust-driven culture is felt throughout the organization. This allows employees to create their most productive environment and in turn deliver the best results.

Molly

Senior Corporate Programs Manager

What are Workiva Perks + Benefits

Workiva Benefits Overview

Workiva offers competitive health and wellness benefits and perks, including a medical plan that offers paid premiums for employees, generous PTO and paid time to volunteer in the community. We have a flexible and casual work environment that also offers 12 weeks of paid parental leave, the ability to work remotely, and to be able to bring your dog to work with you in some of our office locations.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Day off for your birthday
Employee awards
Flexible work schedule
Remote work program
"Work Where You Work Best" - whether that’s in or out of our offices. 🌍
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
We have seven employee resource groups that are formed around a shared interest or common goal. These groups are designed to support their members and cultivate a more diverse & inclusive workspace.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Transgender health care benefits
Wellness days
Financial & Retirement
401(K)
401(K) matching
Company equity
Employee stock purchase plan
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
We provide up to 12 weeks of parental leave for the primary caretaker. Workiva also provides 12 weeks of leave for the secondary caretaker.
Family medical leave
Adoption Assistance
Return-to-work program post parental leave
Fertility benefits
Vacation & Time Off Benefits
Generous PTO
Paid volunteer time
Paid holidays
Flexible time off
Bereavement leave benefits
Hardship benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Home-office stipend for remote employees
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Workiva offers employees professional development opportunities like Onsite training courses, The ability to attend job related conferences and seminars.
Promote from within
Continuing education available during work hours

Additional Perks + Benefits

When you join Workiva, you get a world-class benefits package for you and your family. On day one, every full-time employee starts with company stock, vacation, and the opportunity to enroll in our discounted stock purchase plan. We offer comprehensive health, dental, and vision care plans; life and disability insurance; and 12 weeks of paid parental leave and return-to-work post parental leave program. We allow employees to work where they work best, whether that's remotely or in one of our office locations.

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