SEC Reporting Consultant

Workiva Inc.•Ames, IA

About The Position

The SEC Reporting Consultant serves as an accounting expert on customer projects, managing project work and providing XBRL data modeling, mapping, tagging, and review in accordance with quality and customer satisfaction standards. Workiva provides training in XBRL principles and use of its platform to support clients’ XBRL filings. The role maps and tags financial statements, notes, schedules, and other required information using applicable GAAP or IFRS taxonomies. It involves interpreting taxonomy guidance, selecting appropriate concepts, axes, and members, reviewing accounting policies and disclosures, and evaluating whether values are point-in-time or period-based and whether monetary values represent debits or credits. The consultant maintains knowledge of accounting standards, taxonomies, SEC regulations, and emerging XBRL requirements, and collaborates with internal teams to support training and standardize changes. The position may be performed from an office or remotely from within the employee’s country of employment. Minimal travel is expected for internal, team, or corporate meetings. Reliable internet access is required when working remotely outside a Workiva office. Candidates must be authorized to work permanently in the U.S.; visa sponsorship is not provided.

Requirements

Bachelor’s degree in a related field.
At least 2 years of experience.
Strong U.S. GAAP knowledge, or knowledge of other applicable accounting standards, and understanding of financial reporting.
Sound knowledge of SEC and SEDAR reporting requirements.
Ability to understand and interpret taxonomy structure.
Demonstrated ability to initiate and execute work independently and follow through consistently.
Ability to accommodate contingencies, prioritize multiple and potentially overlapping customer requirements, and plan filing dates.
Willingness to travel; less than 10% travel is expected for team and corporate meetings.
Reliable internet access when working remotely outside a Workiva office.
Authorization to work permanently in the U.S.; visa sponsorship is not provided.

Nice To Haves

Experience working in a CPA firm or financial reporting environment.
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.

Responsibilities

Model XBRL mappings using the applicable taxonomy and select appropriate line-item concepts, axes, and members.
Interpret taxonomy guidance to assess tag accuracy and ensure extensions align with the taxonomy’s intent.
Tag values in companies’ financial statements, notes, financial statement schedules, and other information requiring tagging.
Determine whether values are stated at a point in time or over a period of time, and whether monetary values represent debits or credits.
Map financial statements, notes, and schedules to the appropriate GAAP or IFRS XBRL taxonomy.
Review accounting policies, statements, notes, and schedules to understand reported amounts and identify related accounting-standard concepts in the applicable taxonomy.
Understand industry-specific accounting disclosures for company customers.
Maintain knowledge of taxonomies, SEC regulations, emerging XBRL requirements, and changes to regulations and accounting standards.
Stay current with industry trends and regulatory and accounting-standard updates, identifying and applying new skills.
Collaborate with Product Development, Sales, Marketing, and Learning & Development to advance company training and standardize changes.
Manage customer project requirements, contingencies, priorities, and filing schedules to support timely, high-quality delivery.