SEC Reporting Consultant

Summary

The SEC Reporting Consultant serves as an accounting 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. We are committed to providing comprehensive training of XBRL principles and equipping you with the proficiency to effectively utilize the Workiva platform in facilitating our clients XBRL filings.

What Youll Do

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

• Interpret guidance from the applicable taxonomy to determine accuracy of tag choice and ensure that extensions follow the relative intent of the taxonomy

• Tag the values in the companies Financial Statements and Notes Financial Statement Schedules and other information requiring tagging 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.

• Master the intricacies of financial reporting spanning a range of vital components including stock-based compensation fair value assessment derivatives pensions income taxes inventory valuation investments property plant and equipment comprehensive income leases revenue recognition and the latest accounting standards. Your expertise will illuminate our financial landscape ensuring accuracy compliance and transparency in every facet of reporting.

• Maintain knowledge of taxonomies SEC regulations emerging XBRL requirements and accounting

• Map the Financial Statements and Notes and Financial Statement Schedules to the appropriate XBRL taxonomy (GAAP IFRS)

• 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 company customers

• Maintain knowledge of taxonomies regulations and accounting standards changes

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

• Collaborate with other internal teams including Product Development Sales Marketing and Learning & Development to advance company training and standardize changes

What Youll Need

Minimum Qualifications

• Bachelors degree in a related field

• 2 years of experience experience working in a CPA firm or financial reporting environment preferred

Preferred Qualifications

• CPA or CIA certification

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

• 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

• 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

• Understand and interpret taxonomy structure

• Demonstrated capacity for self-motivated initiation execution and consistent follow-through

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

• Willingness to travel less than 10% travel expected for team and corporate meetings contributing to building strong relationships and representing the companys interests

Travel Requirements and Working Conditions

• Minimal travel for internal meetings

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

How Youll Be Rewarded

A discretionary bonus typically paid annually

Restricted Stock Units granted at time of hire

401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors including your skills qualifications experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence control and a competitive edge to the worlds most complex organizations. Our AI-powered platform unifies finance risk and sustainability on a single secure foundationensuring data is trusted traceable and ready to act on. With an unbroken path from source to output leaders gain confidence in their numbers visibility into current and emerging risks and the ability to move with speed and precision in a constantly changing world.

At Workiva youll bring technology to market that executives boards and regulators depend on. The work you do here helps organizations navigate uncertainty maintain trust and make decisions that stand up to scrutiny. If youre energized by meaningful challenges inspired by collaborative teams and motivated to help organizations turn uncertainty into advantage wed love to meet you.

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 .

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.