Professional Services Manager

The Accounting Reporting Specialist (known internally as a Professional Services Manager) serves as an accounting expert and applies accounting acumen to customers on a project basis, providing customer project management, XBRL data modelling, mapping, tagging and review of customer XBRL projects in compliance with quality and customer satisfaction standards.
Joining as a new Accounting Reporting Specialist, we will teach you XBRL and how to use the Workiva platform to support our customers' XBRL filings.
What You'll Do

• 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 applying new skills
• Manage projects to deliver high-quality and on-time customer deliverables
• Manage multiple, moderately complex customers engagements
• Resolve outstanding customer issues
• Collaborate with other internal teams including Product Development, Sales, Marketing and Learning & Development to advance company training and initiatives

What You'll Need
Minimum Qualifications

• Undergraduate Degree or equivalent combination of education and experience in a related field
• Accounting Certification or equivalent
• 2+ years of related experience - preferably in an accounting firm or financial reporting environment

Preferred Qualifications

• Advanced technical accounting skills and proficiency with financial accounting systems
• Proficiency in Accounting standards - regional GAAP, IFRS
• Ability to communicate effectively with customers in a professional manner
• Skilled multi-tasker with an ability to manage competing project and customer deadlines
• Proven track record of delivering projects, on time, on budget and to a high quality standard
• Resilient mindset
• Strong teamwork orientation
• Customer-focused mindset

Travel Requirements & Working Conditions

• Less than 10% travel
• Reliable internet access for any period of time working remotely, not in a Workiva office

Workiva is an Equal Employment Opportunity Employer. We believe that great minds think differently. We value diversity of backgrounds, beliefs, and interests, and we recognize diversity as an important source of intellectual thought, varied perspective, and innovation. 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 [email protected].
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
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