Lead Solutions Architect - Financial Reporting & Tax

The Lead Solutions Architect is an innovative technical expert in Workiva’s Financial Reporting suite of solutions and part of the Managed Service Provider (MSP) team. This team works with the worlds leading advisory and outsourcing companies who are increasingly using Workiva to provide ‘Managed Services’ to their customers. Examples include outsourced Statutory Accounts Preparation, Tax Reporting and Fund Administration. Workiva has formed a dedicated team that brings deep expertise in onboarding and scaling successful MSP practices, while providing assurance throughout the implementation process. 

This role serves as a trusted technical advisor to MSP customers, enabling them to deliver transformative services at exceptional scale using Workiva’s technology. The Lead Solutions Architect forms a key bridge between our customers, delivery and R&D/product teams. The role collaborates closely with all groups to find and implement solutions that address the unique needs of our MSP customers. This role is also expected to contribute to the wider Solution Architect community at Workiva through activities such as developing training materials, taking part in new product releases and mentoring junior colleagues. 

What You’ll Do

• Develop deep technical knowledge in the Workiva platform and it’s application to financial reporting use cases, through a commitment to accelerated training and hands on build work

• Lead and advise on the delivery of exceptional quality consulting services to MSP customers

• Lead and support other services team members to carry out detailed discovery sessions to understand business needs and requirements

• Help define MSP service delivery models with our consulting services scoping team

• Create solution designs that allow MSPs to transform their existing processes using Workiva and provide value added services to their customers

• Directly and indirectly interface with MSPs to deliver complex solutions

• Work with product teams to understand how new product updates will impact implementation standards and capabilities

• Successfully guide and mentor peers, assist in onboarding of new team members, and lead on-going training efforts.

• Develop documentation of Workiva platform best practices for use in implementation standardization

• Perform assessments to review the quality of solution configurations and identify opportunities for improvement

What You’ll Need

Minimum Qualifications

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

• 8+ years of experience in a service delivery role, finance, accounting, audit, or a related field

Preferred Qualifications

• Experience with ERP, GRC, GL, FP&A, Tax or Analytics & Reporting solutions and their related technology platforms

• Strong understanding of the processes within an organization’s Finance & Accounting functions

• Excellent verbal, written and interpersonal communication skills

• Ability to present complex topics clearly and succinctly

• Self-motivated with strong propensity for action, results and continuous improvement

• Capable of developing, training, and mentoring others within the organization.

• Ability to influence and drive change in business processes

• A strong individual contributor with intellectual curiosity to positively impact the ability to manage multiple projects, programs, and processes

• Enhanced technology knowledge of the Microsoft Office suite and Google Workspace applications

• Familiarity with data architecture schemas preferred

• Experience with any of the following: SQL, JSON, REST, or Python is a plus

• Demonstrated ability to curate and maintain customer-first relationships

Travel Requirement & Working Conditions

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

• Up to 25% travel

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