Professional Services Manager

The Accounting Reporting Specialist  (known internally as a Professional Services Manager) serves as an accounting expert and applies accounting acumen to customers on a project basis, providing customer project management, XBRL data modelling, mapping, tagging and review of customer XBRL projects in compliance with quality and customer satisfaction standards.

Joining as a new Accounting Reporting Specialist, we will teach you XBRL and how to use the Workiva platform to support our customers' XBRL filings.

What You’ll Do

• 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

What You’ll Need 

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