Workivia Implementation Specialist

5 Months ago • 1-2 Years • Finance

Job Summary

Job Description

The Workiva Implementation Specialist will be an integral member of the Workiva implementation team, focusing on configuring financial reporting modules within the Workiva platform. Responsibilities include collaborating with the client engagement team to implement and configure Workiva modules (annual financial reporting, statutory reporting, management reporting); setting up and configuring documents and spreadsheets; identifying and linking data points for seamless data flow; mapping imported data to financial statement tables; performing data validation and reconciliation; testing reports for data integrity and accuracy; and assisting with end-user training. The role requires advanced Excel skills, strong analytical abilities, meticulous attention to detail, effective communication, adaptability to new technologies, and teamwork.
Must have:
  • Advanced Excel skills
  • Strong analytical and problem-solving skills
  • Meticulous attention to detail
  • Effective communication
  • Adaptability to new technologies
  • Teamwork
  • Experience in financial reporting
Good to have:
  • Experience with Workiva or similar financial reporting tools
  • Familiarity with financial reporting standards

Job Details

Line of Service

Advisory

Industry/Sector

Not Applicable

Specialism

Financial Risk

Management Level

Associate

Job Description & Summary

A career in our Risk Information, Reporting and Technology practice, within Risk Data and Analytics services, will provide you with the opportunity to help our clients develop a strategic and sustainable approach to harness the value of their data and drive business results. We work with organisations across industries to develop customised, cost effective technology solutions that focus on delivering the relevant, actionable intelligence that executives need to understand operations and manage critical risks.

As part of our team, you’ll help organisations develop and validate models and other analytical tools that assess a wide variety of operating risks including budgeting, revenue forecasting, stress testing, creating dashboards and visualisation tools, and managing regulatory reporting.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As an Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Invite and give in the moment feedback in a constructive manner.
  • Share and collaborate effectively with others.
  • Identify and make suggestions for improvements when problems and/or opportunities arise.
  • Handle, manipulate and analyse data and information responsibly.
  • Follow risk management and compliance procedures.
  • Keep up-to-date with developments in area of specialism.
  • Communicate confidently in a clear, concise and articulate manner - verbally and in the materials I produce.
  • Build and maintain an internal and external network.
  • Seek opportunities to learn about how PwC works as a global network of firms.
  • Uphold the firm's code of ethics and business conduct.

The Workiva Implementation Specialist will be an integral member of the Workiva
implementation team, focusing on the configuration of the financial reporting modules within the Workiva platform.
Workiva is a leading cloud based corporate reporting platform that brings together financial reporting, ESG reporting, GRC, internal audit, SOX. Data collection, validation/ verification through to external reporting is centralised and secure. PwC has a strategic alliance with Workiva, which this team of implementation specialists will support.

Key Responsibilities:


● Collaborate with the client engagement team in the UK to implement and configure the Workiva financial reporting modules which includes, annual financial reporting, statutory reporting and management reporting modules.
● Set up and configure Workiva documents and spreadsheets.
● Identify and link data points throughout the Workiva platform to ensure seamless data flow.
● Map imported data to the appropriate financial statement tables (Income Statement, Balance Sheet, Cash Flow Statement).
● Perform data validation checks and Reconcile data points across different sources to maintain consistency.
● Participate in the testing of financial reports within Workiva to ensure data integrity and report accuracy.
● Assist with training end-users on the Workiva platform as needed.

Essential Skills:


● Excel Proficiency: Advanced knowledge of Microsoft Excel, including the use of complex formulas. Ability to manage large datasets and perform complex functions within Excel is crucial.
● Analytical Skills: Strong analytical and problem-solving skills, with the ability to interpret financial data and identify discrepancies.
● Attention to Detail: Meticulous attention to detail and the ability to produce accurate and high-quality work under tight deadlines.
● Communication Skills: Effective written and verbal communication skills, with the ability to convey technical information to non-technical stakeholders.
● Adaptability: Ability to adapt to new technologies and quickly learn new software applications, specifically Workiva.
● Teamwork: Strong team player with the ability to collaborate with colleagues across different functions of the organisation.

Qualifications:


● Degree in Accounting, Finance, or related field.
● 1-2 years of experience in financial reporting or a related field.
● Familiarity with financial reporting standards and compliance requirements.
● Experience with Workiva or other financial reporting tools is a plus.

Personal Attributes:


● Proactive and self-motivated with a strong work ethic.
● Eagerness to learn and grow within the finance function.
● Ability to work in a fast-paced, dynamic environment.

Education (if blank, degree and/or field of study not specified)

Degrees/Field of Study required:

Degrees/Field of Study preferred:

Certifications (if blank, certifications not specified)

Required Skills

Optional Skills

Desired Languages (If blank, desired languages not specified)

Travel Requirements

Up to 20%

Available for Work Visa Sponsorship?

No

Government Clearance Required?

Yes

Job Posting End Date

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About The Company

At PwC, our purpose is to build trust in society and solve important problems. We’re a network of firms in 152 countries with over 327,000 people who are committed to delivering quality in assurance, advisory and tax services. Find out more and tell us what matters to you by visiting us at www.pwc.com. PwC refers to the PwC network and/or one or more of its member firms, each of which is a separate legal entity.


Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.

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