
1001 - 5000 employees
Founded 2008
☁️ SaaS
💸 Finance
📋 Compliance
SaaS • Finance • Compliance
Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.
🕒 3 days ago
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1001 - 5000 employees
Founded 2008
☁️ SaaS
💸 Finance
📋 Compliance
SaaS • Finance • Compliance
Workiva is a cloud-based, AI-powered platform that unifies financial reporting, risk and compliance management, and sustainability reporting. It enables teams to connect data across systems, collaborate in real time, automate reporting (including XBRL tagging), and maintain auditability and traceability for regulated disclosures and assurance processes. Workiva serves large enterprises and finance, legal, audit, and sustainability teams to accelerate reporting, improve accuracy, and reduce risk.
• Manage customer process designs, execute data migration (mapping and transforming), and document processes for seamless handoffs. • Directly train end users or coordinate comprehensive training plans with customer teams. • Independently resolve complex challenges, escalating efficiently when needed, while adhering to contractual scopes and utilization targets. • Evaluate peer and partner implementations to ensure adherence to Workiva best practices, exercising sound judgment on deviations and escalating significant issues. • Identify trends in customer satisfaction and partner delivery, translating those experiences into structured feedback for product and professional services teams. • Support joint delivery engagements by guiding partners on Workiva methodology and platform behavior. • Lead technical enablement sessions to evaluate delivery readiness, and provide constructive feedback using solution rubrics.
• Bachelor’s degree or equivalent combination of education and experience in a related field • 3+ years of experience in service delivery, finance, accounting, audit, or a related role • Experience with ERP, GRC, GL, FP&A, or Analytics & Reporting solutions and related technology platforms • Hands-on experience with the Workiva platform, other SaaS or cloud technologies, or data architectures • Consultant-level experience at a services firm or public accounting preferred • Clear, confident communication with customers and partners across technical and non-technical audiences • Comfort with ambiguity; strong instinct for when to solve independently and when to escalate • Self-motivated with a strong propensity for action, results, and continuous improvement • Ability to present topics clearly and succinctly across stakeholder levels • Familiarity with Microsoft Office Suite and Google Workspace applications
• Reliable internet access for any period of time working remotely and not in a Workiva office
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🇨🇦 Canada – Remote
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💰 Venture Round on 2017-02
⏰ Full Time
🟡 Mid-level
🟠 Senior
🛠️ Implementation Specialist