The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Workiva Implementation Specialist
Key Responsibilities
- Implement reports in Workiva using client-provided Excel and Word source files.
- Build reports from scratch in Workiva without relying on pre-built templates.
- Replicate prior-year financial statements/report formatting with high accuracy.
- Handle document formatting, tables, notes, page layouts, headers, footers, cross-references, and linking.
- Ensure client requirements and deadlines are met with high quality standards.
- Troubleshoot formatting and implementation issues in Workiva.
- Perform quality checks and reviews before delivery.
- Train and support team members on Workiva implementation activities.
- Coordinate with internal stakeholders to ensure timely project completion.
Required Skills
- Hands-on experience in Workiva.
- Experience importing and implementing Excel and Word files in Workiva.
- Strong Excel and document formatting skills.
- Good attention to detail.
- Ability to work independently and manage multiple deadlines.
- Strong communication and problem-solving skills.
Preferred
- Financial Reporting experience.
- Experience working on Annual Financial Statements (AFS).
- Experience training or guiding team members.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Skills Required
- Hands-on experience using Workiva
- Experience importing and implementing Excel and Word files in Workiva
- Strong Microsoft Excel skills
- Strong document formatting skills
- Strong attention to detail
- Ability to work independently and manage multiple deadlines
- Strong communication and problem-solving skills
- Financial reporting experience
- Experience preparing annual financial statements
- Experience training or guiding team members
Apex Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.
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Flexible Benefits — Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
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Wellbeing & Lifestyle Benefits — Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
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Retirement Support — Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.
Apex Group Insights
What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world. Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change
