Job Description

The Associate Professional Services Manager is responsible for providing technical accounting subject matter expertise, knowledge, project support to customers in order to facilitate use of Workiva technology and ensure the highest quality customer experience. The Associate Professional Services Manager uses accounting acumen to support customers on a project basis, providing XBRL data modeling, mapping, tagging and review of customer XBRL projects in compliance with quality and customer satisfaction standards. As a part of the Professional Services team, the Associate Professional Services Manager augments the user’s in-house accounting abilities to optimize the customer’s success, manages the customer relationship to ensure expectations and obligations are fulfilled.

What You'll Do

Provide Subject Matter Expertise

Apply accounting expertise to facilitate use of Workiva technology and enable customers to create and submit XBRL-tagged interactive data files in compliance with SEC standards

Mapping:

Map the Financial Statements and Notes, and Financial Statement Schedules to the appropriate XBRL Taxonomy (US GAAP, IFRS, etc..):

Review the accounting policies, statements, notes, and schedules to gain an understanding of the amounts presented to identify the related accounting standards concepts in the appropriate taxonomy

Familiarize self with the industry accounting disclosures specific to Workiva customers

Learn new rules, guidance and best practices

Modeling:

Model the XBRL Mapping, utilizing the applicable Taxonomy, selecting the appropriate line item concepts, axis, and members

Create customized entity taxonomies and taxonomy extensions utilizing the appropriate accounting standard

Tagging:

Tag the values in the company's Financial Statements and Notes, and Financial Statement Schedules 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

Apply knowledge of the different components of the cash flow and equity statements, presentation and disclosure requirements for: Stock Based Compensation, Fair Value, Derivatives, Pensions, Income Taxes, Inventory, Investments, Property Plant and Equipment

Build and maintain knowledge of taxonomies, SEC regulations, and accounting standards' changes

Gain insight into industry trends, updates on accounting standards and regulatory requirements, identifying and applying new skills as needed

Manage Projects and Customer Relationships:

Execute projects to deliver on-time, on- budget, results and ensure customer expectations are met

May support multiple customers and services ranging from comprehensive full service projects to more limited support for more self-sufficient customers

Resolve outstanding customer issues and inquiries, partnering with the Team Manager to manage issue resolution

Provide Team Manager and customer with updates and trend information that impacts areas of responsibility

Keep Team Manager informed of progress and obstacles related to ongoing projects; ability to understand, discuss and implement review comments; seek feedback and responds appropriately to improve work performance and optimize project success

Partner with other members of Professional Services team(s), providing support as necessary to help in accomplishing their goals and ensuring excellent customer service

What You'll Need

Skills

Technical accounting skills and proficiency with financial accounting systems required

Knowledge of and competency with SEC and SEDAR reporting requirements preferred

U.S. GAAP (or other accounting standards where applicable) acumen and understanding of financial reporting required

Understand taxonomy structure

Ability to understand and articulate the needs of the customer and deliver on those needs

Self-motivated ability to take initiative, execute and follow-through

Ability to operate and adapt in a fast paced, rapidly changing environment

Ability to multi-task and manage multiple, small scale projects, processes, programs, and procedures simultaneously while working under pressure to meet deadlines, organizational goals, and initiatives

Strong sense of customer service with ability to identify customer needs and expectations

Strong teamwork orientation

Resiliency and urgency while navigating challenging work periods

Education

Undergraduate Degree or equivalent combination of education and experience in a related field.

Experience

Experience in a CPA firm or financial reporting environment preferred

Education

CPA or CIA certification is preferred

Travel Requirement

Less than 10% travel

Physical Requirements and Working Conditions

Reliable internet access for any period of time working remotely, not in a Workiva office.

How You'll Be Rewarded

Base Pay Range in Colorado: $60,000 - $81,000

A discretionary bonus typically paid annually

Restricted Stock Units granted at time of hire

The base pay range represents the low and high end of the hiring range for this job. Actual pay will vary and may be above or below the range based on various factors including but not limited to relevant skills, experience, and capabilities.

Where You’ll Work

Our values drive how we work and who we hire. You will see these values ingrained in how we support our customers, work with team members, build our products and in the work environment we’ve created.

Customer Success:  Always delight our customers.
Trust: Rely on each other. 
Integrity: Do the right thing, every time. 
Collaboration: Share resources and work together. 
Innovation: Keep creating solutions and finding better ways. 
Inclusion: Support a diverse community where we all belong. 
Accountability: Be responsible for your success and failure.

We believe our people are our greatest asset, and our unique culture gives employees the opportunity to make an impact everyday. We give our employees the freedom and resources they need—backed by our culture of collaboration and diverse thought—to continue innovating and breaking new ground. We hire talented people with a wide range of skills and experiences who are eager to tackle some of today’s most challenging problems.

At Workiva, you’ll enjoy: 

Fantastic Benefits: With coverage starting day one, choose from competitive health, dental, and vision plans on the largest physician networks available.
Casual Dress: Workiva has a casual work environment, most people wear jeans to the office.
Involvement: Ability to participate in Employee Resource Groups, (Women in Tech, Women in Sales, Ethnic Diversity, Veterans, Rainbow (LGBTQ), Remote Employees, Caregiving) Volunteering, Company wide celebrations, and more
Work-life Balance: We have competitive PTO, VTO and Parental Leave. We encourage employees to spend time enjoying life outside of work.