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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in service delivery and solution architecture, particularly with the Workiva Platform, while fostering strong client relationships and mentoring team members. Proficient in financial reporting, risk management, and analytics, with a focus on continuous improvement and effective change management.
Highest-signal resume keywords
Workiva Platform ExpertiseService Delivery ExperienceFinancial Reporting KnowledgeConsultant-Level ExperienceSaaS and Cloud Technologies
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingEnterprise Risk ManagementAnalytics SolutionsSQLJSONRESTPython
Soft Skills
Relationship BuildingSelf-MotivatedInfluencing ChangeContinuous Improvement
Tools & Technologies
Microsoft OfficeGoogle Workspace
Industry Keywords
Service DeliveryFinanceAccountingAuditOperational Reporting
Tech Stack
Tools & technologiesCloudPythonSQL
About the role
Key responsibilities & impact- Lead the strategic delivery of contracted services to customers and partners
- Conduct discovery sessions to understand business needs and requirements
- Architect tailored solution designs integrating with the Workiva Platform
- Execute standardized solutions aligned with client and partner requirements
- Build positive relationships with clients and partners
- Complete dedicated training in financial, risk, and operational reporting on the Workiva Platform
- Mentor peers and Associates and support onboarding
- Guide internal resources and contribute to product evolution and customer satisfaction
Requirements
What you’ll need- Undergraduate degree or equivalent combination of education and experience in a related field
- 4 years of experience in service delivery, finance, accounting, audit, or a related field
- Experience with enterprise risk, financial planning, or analytics and reporting solutions preferred
- Hands-on experience with the Workiva platform, SaaS and cloud technologies, or data architectures preferred
- Consultant-level experience at a services company or public accounting preferred
- Self-motivated with strong propensity for action, results, and continuous improvement
- Ability to influence and drive change in business processes
- Ability to manage multiple services
- Enhanced technology knowledge of Microsoft Office and Google Workspace
- Familiarity with SQL, JSON, REST, or Python is a plus
- Demonstrated ability to curate and maintain customer-first relationships
- Willingness to travel up to 25%
- Reliable internet access for periods working remotely
Benefits
Comp & perks- Flexible work arrangements
- Training and continuous professional growth opportunities
- Up to 25% travel for team and corporate meetings
- Reasonable accommodations for applicants with disabilities
- Comprehensive security and privacy training tailored to employees' roles
