SEC Reporting Consultant

Workiva

SEC Reporting Consultant providing accounting expertise on XBRL projects for client satisfaction. Model, tag, and ensure compliance with financial reporting standards.

Posted 5/8/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $68,000 - $108,000 per yearWebsite

About the role

Key responsibilities & impact

Model the XBRL Mapping, utilizing the applicable Taxonomy, selecting the appropriate line item concepts, axis, and members
Interpret guidance from the applicable taxonomy to determine accuracy of tag choice and ensure that extensions follow the relative intent of the taxonomy
Tag the values in the companies’ Financial Statements and Notes, Financial Statement Schedules, and other information requiring tagging 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
Master the intricacies of financial reporting, spanning a range of vital components including stock-based compensation, fair value assessment, derivatives, pensions, income taxes, inventory valuation, investments, property, plant and equipment, comprehensive income, leases, revenue recognition, and the latest accounting standards
Maintain knowledge of taxonomies, SEC regulations, emerging XBRL requirements, and accounting
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 apply new skills
Collaborate with other internal teams, including Product Development, Sales, Marketing, and Learning & Development, to advance company training and standardize changes

Requirements

What you’ll need

Bachelor’s degree in a related field
2+ years of experience, experience working in a CPA firm or financial reporting environment preferred
CPA or CIA certification
Undergraduate Degree or equivalent combination of education and experience in a related field
Proven track record of delivering projects on time, on budget, and to a high-quality standard
Successful experience working cooperatively and collaboratively in a team environment
Sound knowledge of and competency with SEC and SEDAR reporting requirements
Strong U.S. GAAP (or other accounting standards where applicable) acumen and understanding of financial reporting
Understand and interpret taxonomy structure
Demonstrated capacity for self-motivated initiation, execution, and consistent follow-through
Ability to allow for contingencies, prioritize multiple and potentially overlapping customer requirements, and plan filing dates
Willingness to travel, less than 10% travel expected for team and corporate meetings, contributing to building strong relationships and representing the company's interests

Benefits

Comp & perks

A discretionary bonus typically paid annually
Restricted Stock Units granted at time of hire
401(k) match and comprehensive employee benefits package

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

XBRL MappingTaxonomyFinancial StatementsGAAPIFRSFinancial ReportingAccounting StandardsSEC RegulationsSEDAR ReportingTaxonomy Structure

Soft Skills

CollaborationProject ManagementSelf-motivationExecutionFollow-throughPrioritizationAdaptabilityTeamworkCommunicationRelationship Building

Certifications

CPACIA