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 (eXtensible Business Reporting Language) 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 You’ll 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 the 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

• Apply knowledge of the different components of the cash flow and equity statements, presentation and disclosure requirements for existing and new accounting standards

• 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

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

What You'll Need

Minimum Qualifications

• 2 years experience in a related field

• Bachelor’s degree; an advanced degree may be considered in lieu of professional experience 

Preferred Qualifications

• Master’s degree

• Experience working in a CPA firm or financial reporting environment

• CPA or CIA certification

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

• 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, are a must

• Ability to understand and interpret taxonomy structure

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

Travel Requirements and Working Conditions

• Limited travel for team and corporate meetings, fostering relationships and representing company interests  

• Reliable internet access for any period of time working remotely, as we embrace flexible work arrangements

How You’ll Be Rewarded

✅ Salary range in the US: $61,000.00 - $104,000.00

✅ 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.

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.

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 Business Employee Resource Groups (Black, Hispanic, Asian, Women, Rainbow (LGBTQIA+), Veterans, Disabilities), 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 about life at Workiva: https://www.linkedin.com/company/workiva/

Learn more about benefits: 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.  We strongly encourage and welcome people from historically marginalized groups to apply.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.  

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.

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