Domain Expert - Financial Reporting(Workiva)

Workiva knowledge we require

Core (required of all candidates)

• Knows how linked data flows in Workiva: how a source value in a spreadsheet drives every linked figure in the filing, and how to trace a number back to its source

• Knows how to tie out a filing: footing, cross-footing, and agreeing statement and footnote figures to the trial balance and supporting schedules

• Knows how to judge XBRL/iXBRL tagging: standard US GAAP taxonomy element vs. custom extension, period and sign conventions, and dimensions

• Knows how to check disclosure completeness against Reg S-X and S-K requirements, not just whether a section exists

• Knows how review workflow works (tasks, comments, sign-offs, versions) and when a sign-off is stale because the underlying data changed

Specialized depth (strong working knowledge in at least 2–3 of the following)

• 10-K, 10-Q, and 8-K preparation and EDGAR filing

• SOX 404 controls documentation, testing, and deficiency evaluation

• ESG and sustainability reporting (CSRD, ISSB, climate disclosures)

• Earnings releases and board or management reporting

• Rollforwards (equity, debt, PP&E, tax) and their linkage to the face statements

• Workiva administration: permissions, templates, data connections

What you'll do

• Confirm a figure, tag, or disclosure in the filing is correct and traces back to its source, not just that it renders

• Catch broken or stale links, mis-tagged XBRL elements, sign or period errors, and edits made outside the scope of the request

• Judge completeness: when one number changes, are all affected statements, footnotes, and tags updated

• Distinguish "the document validates" from "this would survive SEC review or audit"

• Verify that a request that should be refused (editing a locked section, overriding a signed-off control without support) is refused rather than forced through

Requirements

• Frequent Workiva use - weekly or more - in your current or recent role

• 3+ years of SEC reporting, technical accounting, or SOX/internal audit experience at a public company or audit firm

• Can spot a broken tie-out, a wrong XBRL element, or a missing disclosure on sight

• CPA strongly preferred; Big 4 or public-company reporting background preferred

• Strong working knowledge in at least 2–3 specialized areas above

• Prior data annotation, labeling, or AI evaluation experience is a plus