What are the responsibilities and job description for the Workiva Services Consultant (46363) position at Citrin Cooperman?
Job Details
Job Location
Owings Mills, MD
Remote Type
Optional Work from Home
Position Type
Full Time / Experienced Level
Job Category
Advisory - Risk Advisory
Description
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
The Workiva Services Consultant will implement solutions for clients within Workiva’s cloud-based information management platform to modernize and simplify the complex work of clients’ compliance and risk management activities. This is an opportunity for a highly organized team player who wants to positively impact colleagues, clients and ultimately the bottom line, by driving efficiencies, improving the client experience, reducing the overall time, and decreasing project execution costs.
Specific responsibilities of this position include, but are not limited to:
Required Qualifications
Job Location
Owings Mills, MD
Remote Type
Optional Work from Home
Position Type
Full Time / Experienced Level
Job Category
Advisory - Risk Advisory
Description
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
The Workiva Services Consultant will implement solutions for clients within Workiva’s cloud-based information management platform to modernize and simplify the complex work of clients’ compliance and risk management activities. This is an opportunity for a highly organized team player who wants to positively impact colleagues, clients and ultimately the bottom line, by driving efficiencies, improving the client experience, reducing the overall time, and decreasing project execution costs.
Specific responsibilities of this position include, but are not limited to:
- Engage in collaborative meetings and working sessions to comprehend clients’ business and technical requirements.
- Analyzing requirements to:
- Identify optimal use of Workiva’s solutions to streamline current financial reporting, risk and compliance, and ESG processes.
- Craft scalable, flexible, and resilient architectures that address clients’ business problems and accelerate the adoption of Workiva’s software platform.
- Assist with the development of technical standards, work plans, estimates, requirement analyses, risk management & technology life-cycle plans, and documentation.
- Configure various modules within the Workiva platform.
- Perform data migration tasks from legacy to current business solutions.
- Perform system testing and issue resolution support.
- Troubleshoot and support Workiva solutions.
- Assisting with client adoption of the Workiva platform through enablement training and testing.
- Complete project tasks assigned, on time and budget.
- Provide project status updates to the Manager on a regular basis.
- Ability to work in a team or individually, as required.
- Receptive to mentoring.
Required Qualifications
- Bachelor’s and/or master’s degree in accounting or information technology, or another relevant field
- Proficiency in Microsoft Excel, Word and PowerPoint
- Intermediate proficiency with Excel
- High level of motivation, organization, and commitment to professional development for self and team
- Experience successfully working independently with minimal instruction while remaining communicative.
- Unwavering integrity and ethics.
- Experience with Workiva’s platform
- 1 year of ERP, GRC or ESG system implementation experience
- 1 year of management consulting and/or 1 year of public accounting experience
- Understanding of accounting, risk and compliance, or ESG and Sustainability processes
- Basic proficiency with SQL, database design and queries
- Understanding of systems integrations technologies (e.g. API, SFTP, etc.)
