Financial Reporting - Workiva Implementation Specialist
Core
Implement financial reports in Workiva using client-provided Excel and Word source files, building reports from scratch and replicating prior-year formatting with high accuracy.
Role type
Workiva Implementation Specialist
Builds
Financial reports and statements in Workiva
Domain
Financial services / Fund administration
Required skills
Workiva implementation, Excel import and formatting, document formatting, attention to detail, independent work management, problem-solving
Preferred skills
Financial reporting, Annual Financial Statements (AFS) experience, team training
Technologies
Workiva, Excel, Word
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, 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
