SEC Reporting Consultant

About the role

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.

Responsibilities

• 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.
• 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

Requirements

• Bachelor's degree in a related field
• 2+ years of experience, experience working in a CPA firm or financial reporting environment preferred
• 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 company's 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 You'll Be Rewarded
• ✅ Salary range in the US: $68,000.00 - $108,000.00 ✅ 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.
• Why Join Workiva
• At Workiva, you'll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maint

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