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.
Essential 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.
