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Securities and Exchange Commission Reporting Consultant at Workiva: 100% Remote (US)

September 29, 2026

SEC Reporting Consultant

USA - Remote

R12516

Summary

The SEC Reporting Consultant serves as an accounting expert and applies accounting acumen to customers on a project basis, providing customer project management, XBRL data modeling, mapping, tagging, and review of customer XBRL projects in compliance with quality and customer satisfaction standards.

We are committed to providing comprehensive training of XBRL principles and equipping you with the proficiency to effectively utilize the Workiva platform in facilitating our clients' XBRL filings.

What You’ll Do

Model the XBRL Mapping, utilizing the applicable Taxonomy, selecting the appropriate line item concepts, axis, and members
Interpret guidance from the applicable taxonomy to determine accuracy of tag choice and ensure that extensions follow the relative intent of the taxonomy
Tag the values in the companies’ Financial Statements and Notes, Financial Statement Schedules, and other information requiring tagging with the concepts identified
Determine whether values are stated at a point in time (Balance Sheet), or over a period of time (P&L), and whether monetary values represent debits or credits.
Master the intricacies of financial reporting, spanning a range of vital components including stock-based compensation, fair value assessment, derivatives, pensions, income taxes, inventory valuation, investments, property, plant and equipment, comprehensive income, leases, revenue recognition, and the latest accounting standards. Your expertise will illuminate our financial landscape, ensuring accuracy, compliance, and transparency in every facet of reporting.
Maintain knowledge of taxonomies, SEC regulations, emerging XBRL requirements, and accounting
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 apply new skills
Collaborate with other internal teams, including Product Development, Sales, Marketing, and Learning & Development, to advance company training and standardize changes

What You'll Need

Minimum Qualifications

Bachelor’s degree in a related field
2+ years of experience, experience working in a CPA firm or financial reporting environment preferred

Preferred Qualifications

CPA or CIA certification
Undergraduate Degree or equivalent combination of education and experience in a related field
Proven track record of delivering projects on time, on budget, and to a high-quality standard
Successful experience working cooperatively and collaboratively in a team environment
Sound knowledge of and competency with SEC and SEDAR reporting requirements
Strong U.S. GAAP (or other accounting standards where applicable) acumen and understanding of financial reporting
Understand and interpret taxonomy structure
Demonstrated capacity for self-motivated initiation, execution, and consistent follow-through
Ability to allow for contingencies, prioritize multiple and potentially overlapping customer requirements, and plan filing dates
Willingness to travel, less than 10% travel expected for team and corporate meetings, contributing to building strong relationships and representing the company's interests

Travel Requirements and Working Conditions

Minimal travel for internal meetings
Reliable internet access for any period of time working remotely and not in a Workiva office

Workiva will not provide visa sponsorship for this position. Candidates must be authorized to work in the U.S. on a permanent basis.

How You’ll Be Rewarded

Salary range in the US: $68,000.00 - $110,000.00
A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...