Domain Expert - Financial Reporting(Workiva)

About this role

**To qualify you must use Workiva regularly - weekly or more - as a working part of your job, with 3+ years of SEC reporting, technical accounting, or internal audit experience.** Workiva knowledge we require **Core (required of all candidates)** - Knows how linked data flows in Workiva: how a source value in a spreadsheet drives every linked figure in the filing, and how to trace a number back to its source - Knows how to tie out a filing: footing, cross-footing, and agreeing statement and footnote figures to the trial balance and supporting schedules - Knows how to judge XBRL/iXBRL tagging: standard US GAAP taxonomy element vs. custom extension, period and sign conventions, and dimensions - Knows how to check disclosure completeness against Reg S-X and S-K requirements, not just whether a section exists - Knows how review workflow works (tasks, comments, sign-offs, versions) and when a sign-off is stale because the underlying data changed **Specialized depth (strong working knowledge in at least 2–3 of the following)** - 10-K, 10-Q, and 8-K preparation and EDGAR filing - SOX 404 controls documentation, testing, and deficiency evaluation - ESG and sustainability reporting (CSRD, ISSB, climate disclosures) - Earnings releases and board or management reporting - Rollforwards (equity, debt, PP&E, tax) and their linkage to the face statements - Workiva administration: permissions, templates, data connections What you'll do - Confirm a figure, tag, or disclosure in the filing is correct and traces back to its source, not just that it renders - Catch broken or stale links, mis-tagged XBRL elements, sign or period errors, and edits made outside the scope of the request - Judge completeness: when one number changes, are all affected statements, footnotes, and tags updated - Distinguish "the document validates" from "this would survive SEC review or audit" - Verify that a request that should be refused (editing a locked section, overriding a signed-off control without support) is refused rather than forced through Requirements - **Frequent Workiva use - weekly or more - in your current or recent role** - **3+ years of SEC reporting, technical accounting, or SOX/internal audit experience at a public company or audit firm** - Can spot a broken tie-out, a wrong XBRL element, or a missing disclosure on sight - CPA strongly preferred; Big 4 or public-company reporting background preferred - Strong working knowledge in at least 2–3 specialized areas above - Prior data annotation, labeling, or AI evaluation experience is a plus

Skills & domains

• ai-training
• rlhf
• sme
• annotation
• Finance