Financial Reporting - Workiva Implementation Specialist

CO_AFATI Apex Fund Services LLP; Pune District; Vor Ort; INR 900.000 - 1.300.000; Vollzeit

Zusammenfassung

Apex Group is seeking a Workiva Implementation Specialist in Pune to implement reports in Workiva using client-provided Excel and Word files. You will build reports from scratch, replicate prior-year financial statements with high accuracy, and ensure formatting, linking, and layouts meet client requirements.

You will train and support teammates, coordinate with stakeholders to ensure timely delivery, and leverage strong Excel/document formatting skills.

Qualifikationen

• Hands-on experience in Workiva.
• Experience importing and implementing Excel and Word files in Workiva.
• Strong Excel and document formatting skills.
• Good attention to detail.
• Ability to work independently and manage multiple deadlines.
• Strong communication and problem-solving skills.
• Preferred Financial Reporting experience.
• Experience working on Annual Financial Statements (AFS).
• Experience training or guiding team members.

Aufgaben

• Implement reports in Workiva using client-provided Excel and Word source files.
• Build reports from scratch in Workiva without relying on pre-built templates.
• Replicate prior-year financial statements/report formatting with high accuracy.
• Handle document formatting, tables, notes, page layouts, headers, footers, cross-references, and linking.
• Ensure client requirements and deadlines are met with high quality standards.
• Troubleshoot formatting and implementation issues in Workiva.
• Perform quality checks and reviews before delivery.
• Train and support team members on Workiva implementation activities.
• Coordinate with internal stakeholders to ensure timely project completion.

Kenntnisse

Workiva

Excel

Word

Attention to detail

Communication

Deadline management

Training team

Financial reporting

AFS experience

Jobbeschreibung

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply 'empower' you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you

Workiva Implementation Specialist

Key Responsibilities

• Implement reports in Workiva using client-provided Excel and Word source files.
• Build reports from scratch in Workiva without relying on pre-built templates.
• Replicate prior-year financial statements/report formatting with high accuracy.
• Handle document formatting, tables, notes, page layouts, headers, footers, cross-references, and linking.
• Ensure client requirements and deadlines are met with high quality standards.
• Troubleshoot formatting and implementation issues in Workiva.
• Perform quality checks and reviews before delivery.
• Train and support team members on Workiva implementation activities.
• Coordinate with internal stakeholders to ensure timely project completion.

Required Skills

• Hands-on experience in Workiva.
• Experience importing and implementing Excel and Word files in Workiva.
• Strong Excel and document formatting skills.
• Good attention to detail.
• Ability to work independently and manage multiple deadlines.
• Strong communication and problem-solving skills.
• Preferred Financial Reporting experience.
• Experience working on Annual Financial Statements (AFS).
• Experience training or guiding team members.

Disclaimer:

Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals. We are a people-powered business, and our people are full of ambition. Together, we are inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you'll experience more here than you would at most other companies. Prepare to accelerate. We are a people-powered business with a vision to inspire a new era of service-led FinTech. We are expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. Positive change starts with you. We are a people-powered business with a vision to inspire a new era of service-led FinTech. We are expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We'll make sure the time and effort you put in takes you further, faster. The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We'll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey. Find out more about us