SEC Reporting Consultant - Remote, Nationwide

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The Professional Services Manager is responsible for providing consultative, technical accounting subject matter expertise, knowledge, project support and guidance to customers in order to facilitate use of Workiva technology and ensure the highest quality customer experience. The Professional Services Manager serves as an accounting technical expert and applies accounting acumen to customers on a project basis, providing customer project management, XBRL data modeling, mapping, tagging and review of customer XBRL projects in compliance with quality and customer satisfaction standards.

As a key part of the Professional Services team, the Professional Services Manager augments the user’s in-house accounting abilities to optimize the customer’s success, 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

Provide Subject Matter Expertise:

  • Apply accounting expertise to facilitate use of Workiva technology and enable customers to create and submit high-quality XBRL-tagged interactive data files in compliance with SEC standards

Mapping:

  • Map the Financial Statements and Notes, and Financial Statement Schedules to the appropriate XBRL Taxonomy (US GAAP, IFRS, etc..):

  • Review the accounting policies, statements, notes, and schedules and gain an understanding of the amounts presented to identify the related accounting standards concepts in the appropriate taxonomy

  • Understand the industry accounting disclosures specific to Workiva customers

  • Stay current with new rules, guidance and best practices

Modeling:

  • Model the XBRL Mapping, utilizing the applicable Taxonomy, selecting the appropriate line item concepts, axis, and members

  • Interpret guidance form taxonomy to determine accuracy of tag choice or evaluate that extensions follow the relative intent of the taxonomy

  • Consult to rationale behind different decisions

Tagging:

  • Tag the values in the companies’ Financial Statements and Notes, and Financial Statement Schedules with the concepts identified

  • Determine whether values are stated at a point in time (Balance Sheet), or over a period of time (P&L), and whether monetary values represent debits or credits

  • Apply knowledge of the different components of the cash flow and equity statements, presentation and disclosure requirements for: Stock Based Compensation, Fair Value, Derivatives, Pensions, Income Taxes, Inventory, Investments, Property Plant and Equipment

  • Maintain knowledge of taxonomies, SEC regulations, and accounting standards' changes

  • Stay current with industry trends, updates on accounting standards and regulatory requirements, identifying and applying new skills

Manage Projects and Customer Relationships:

  • Manage projects to deliver on-time, on- budget, high-quality results and ensures customer expectations are met

  • Manage multiple, moderately complex customers and services ranging from comprehensive full service projects to more limited support for more self-sufficient customers

  • Resolve outstanding customer issues and inquiries and manage issue resolution or assist customers as appropriate depending on the type of engagement

  • Forecast and triage, if not avoid, emergency situations

  • Apply critical thinking to navigate disclosure based on available choices with guidance and input from Team Manager

  • Resolve conflict and escalate issues as required.

  • Listen to concerns effectively and fairly while relaying appropriate messaging

  • Maintain open communication with Team Manager on progress and obstacles related to ongoing projects; understand, discuss and implement review comments, seek feedback and respond appropriately to improve work performance and optimize project success

  • Knowledge transfer on a consistent basis (research, disclosure, EFM, ASU, BPs, proposed guidance). Established him/herself as resource for others.

Advance Workiva Initiatives:

  • Support initiatives that address customer needs, product utilization for both new and existing products and improving department efficiencies to help meet company goals

  • Collaborate with other internal teams such as Product Development, Sales, Marketing and Knowledge and Education to provide subject matter expertise in customer presentations, the roll out of new products or service offerings, user group training and other initiatives to improve the customer experience

  • Provide feedback to Product Management and Development regarding customers’ emerging or unmet product needs

  • Enhance department efficiencies and service offerings to maximize the impact and adoption of Workiva software solutions

What You'll Need

Education

  • Undergraduate Degree or equivalent combination of education and experience in a related field.

Experience

  • 2+ years experience

  • Experience working in a CPA firm or financial reporting environment preferred

  • Proven track record of delivering projects, on time, on budget and to a high quality standard

  • Successful experience working cooperatively and collaboratively in a team environment

Education

  • CPA or CIA certification preferred

Working Conditions & Physical Requirements

  • Less than 10% travel

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

Skills

  • Advanced technical accounting skills and proficiency with financial accounting systems

  • Sound knowledge of and competency with SEC and SEDAR reporting requirements

  • Strong U.S. GAAP (or other accounting standards where applicable) acumen and understanding of financial reporting, a must

  • Understand and interpret taxonomy structure

  • Ability to consult around needs of the customer and deliver on those needs

  • Self-motivated ability to take initiative, execute, and follow-through

  • Ability to allow for contingencies, prioritize multiple and potentially overlapping customer requirements and planned filing dates

  • Ability to operate and adapt in a fast paced, rapidly changing environment

  • Ability to multi-task and manage multiple, moderately complex projects, processes, programs, and procedures simultaneously while working under pressure to meet deadlines, organizational goals and initiatives

  • Strong sense of customer service with ability to identify customer needs and expectations and respond in a timely and effective manner

  • Strong teamwork orientation

  • Resiliency and urgency while navigating challenging work periods

How You'll Be Rewarded

  • Base Pay Range in Colorado: $68,000 - $94,000

  • 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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