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Professional Services Manager

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Workiva

1mo ago

  • Job
    Full-time
    Junior Level
  • Accounting & Tax
    Business, Operations & Strategy
  • Melbourne
    Remote
  • Quick Apply

AI generated summary

  • You need an undergraduate degree, accounting certification, 2+ years of relevant experience, technical accounting skills, and strong communication abilities.
  • You will map financial statements to XBRL taxonomies, review accounting policies, manage project deliverables, resolve customer issues, and collaborate with internal teams on initiatives.

Requirements

  • 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

Responsibilities

  • 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

FAQs

What is the role of a Professional Services Manager at Workiva?

The Professional Services Manager, also known as the Accounting Reporting Specialist, serves as an accounting expert who applies accounting acumen on a project basis, providing project management, XBRL data modeling, mapping, tagging, and reviewing of customer XBRL projects.

Is prior knowledge of XBRL required for this position?

No prior knowledge of XBRL is required, as new hires will be taught how to use the Workiva platform and XBRL during their onboarding.

What qualifications are needed for this role?

The minimum qualifications include an undergraduate degree or equivalent education, an accounting certification, and at least 2 years of related experience, preferably in an accounting firm or financial reporting environment.

Are there opportunities for career development in this position?

Yes, employees will have opportunities to advance their knowledge and skills, collaborate with internal teams, and contribute to company training and initiatives.

What are the travel requirements for this role?

The travel requirement is less than 10%, primarily for customer engagements or team meetings.

What are the preferred qualifications for candidates?

Preferred qualifications include advanced technical accounting skills, proficiency in financial accounting systems, proficiency in regional GAAP and IFRS, effective communication with customers, and a strong customer-focused mindset.

How does Workiva approach diversity and inclusion?

Workiva values diversity of backgrounds, beliefs, and interests, recognizing it as a vital source of intellectual thought and innovation. They ensure employment decisions are made without regard to protected characteristics.

What accommodations are provided for applicants with disabilities?

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities and encourages them to request assistance with the application process via email.

What type of training do Workiva employees receive?

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Is there room for advancement in the Professional Services Manager role?

Yes, there are opportunities for growth and advancement within the company, as it values ongoing learning and development in the accounting field.

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Workiva

Technology
Industry
1001-5000
Employees

Mission & Purpose

Workiva is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading cloud platform for assured integrated reporting to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Workiva offers the only unified SaaS platform that brings customers’ financial reporting, Environmental, Social, and Governance (ESG), and Governance, Risk, and Compliance (GRC) together in a controlled, secure, audit-ready platform. Our platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com.