SEC Reporting Consultant

Workiva Inc.; United States; Remote; USD 68,000 - 110,000; Full time

Benefits offered by this job

Discretionary bonus

Restricted Stock Units (RSUs)

401(k) match

Comprehensive benefits package

Job summary

Workiva Inc. is seeking an SEC Reporting Consultant who applies accounting acumen to customer projects, coordinating XBRL data modeling, tagging, and review for quality and satisfaction. Training in XBRL principles will be provided to enable effective use of the Workiva platform for client filings.

You will collaborate with internal teams to advance training, stay current on accounting standards, and ensure accurate and transparent reporting across statements, schedules, and notes.

Qualifications

• Bachelor’s degree required; CPA or CIA preferred.
• 2+ years of experience; CPA firm or financial reporting environment preferred.

Responsibilities

• Model XBRL Mapping using Taxonomy concepts and members.
• Interpret taxonomy guidance to ensure correct tag choices.
• Tag values in Financial Statements, Notes, and Schedules.
• Determine whether values are point-in-time or over time and debits/credits.
• Understand stock-based compensation, valuation, taxes, leases, and other accounting areas.

Skills

XBRL mapping

Financial reporting

Taxonomy interpretation

Project management

Communication

Education

Bachelor’s degree in related field

CPA or CIA certification

Tools

XBRL software tools

Taxonomy tools

Job description

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 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 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 You’ll Need

Minimum Qualifications

• Bachelor’s 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 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

Workiva will not provide visa sponsorship for this position. Candidates must be authorized to work in the U.S. on a permanent basis.

How You’ll Be Rewarded

• Salary range in the US: $68,000.00 - $110,000.00
• 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

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation- ensuring 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, you’ll 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 you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d 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 [e-mail].

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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