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Financial Reporting - Workiva Implementation Specialist
Apex Group
Pune, IND
Full-time
Mid
Onsite
Discovered 1 weeks ago
Full Job Posting
Key Responsibilities
- Implement reports in Workiva using client-provided Excel and Word source files.
- Build reports from scratch in Workiva without relying on pre-built templates.
- Replicate prior-year financial statements/report formatting with high accuracy.
- Handle document formatting, tables, notes, page layouts, headers, footers, cross-references, and linking.
- Ensure client requirements and deadlines are met with high quality standards.
- Troubleshoot formatting and implementation issues in Workiva.
- Perform quality checks and reviews before delivery.
- Train and support team members on Workiva implementation activities.
- Coordinate with internal stakeholders to ensure timely project completion.
Required Skills
- Hands-on experience in Workiva.
- Experience importing and implementing Excel and Word files in Workiva.
- Strong Excel and document formatting skills.
- Good attention to detail.
- Ability to work independently and manage multiple deadlines.
- Strong communication and problem-solving skills.
- Preferred
- Financial Reporting experience.
- Experience working on Annual Financial Statements (AFS).
- Experience training or guiding team members.
- Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
Qualifications
- Hands-on experience in Workiva.
- Experience importing and implementing Excel and Word files in Workiva.
- Strong Excel and document formatting skills.
- Good attention to detail.
- Ability to work independently and manage multiple deadlines.
- Strong communication and problem-solving skills.
- Financial Reporting experience.
- Experience working on Annual Financial Statements (AFS).
- Experience training or guiding team members.
Preferred Qualifications
- Preferred
About Apex Group
Asset & Wealth Management13000 employeesFounded 2003
Global financial services provider for asset managers and corporates.
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