Job Description

Please include a brief outline of the impact this role will have, including overview of customer industry and projects, access to cutting-edge technology etc. Do NOT include customer name.

Your responsibilities:

Configure and maintain Workiva platform components including:

o Workspaces

o User security and access

o Document permissions

o Data linking and chains

o Reporting templates

o Workflow configurations

· Support SEC, statutory, management, and financial reporting processes using Workiva.

· Manage integrations between Workiva and upstream systems such as:

o ERP platforms (Oracle,SAP,Onestream)

o Data warehouses

o BI/reporting tools

· Configure and maintain data loads, mappings, and validation processes.

· Partner with finance, accounting, controllership, and reporting teams to gather business requirements and translate them into Workiva solutions.

· Troubleshoot reporting, data linkage, and configuration issues within the platform.

· Support Smart View/drill-down and reporting automation capabilities where applicable.

· Ensure data accuracy, governance, auditability, and compliance within Workiva.

· Participate in testing activities including:

o SIT

o UAT

o Regression testing

· Develop user guides, SOPs, and training materials for business users.

· Support period-end financial reporting cycles and critical reporting timelines.

· Continuously identify process improvement and automation opportunities.

Your Profile

Essential skills/knowledge/experience

Desirable skills/knowledge/experience:

Bachelor’s degree in:

o Finance

o Accounting

o Information Systems

o Computer Science

o Related field

· 3–8 years of experience in:

o Workiva administration/configuration

o Financial systems

o Reporting platforms

o EPM/CPM tools

· Hands-on experience with Workiva Wdesk platform configuration.

· Strong understanding of:

o Financial reporting

o Consolidation processes

o Regulatory/statutory reporting

· Experience working with ERP systems such as SAP, Oracle, FCC, or OneStream.

· Knowledge of:

o Data integrations

o Workflow automation

o Reporting controls

· Strong analytical and problem-solving skills