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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 client management, with a strong focus on financial, risk, and operational reporting using the Workiva platform. Proficient in data mapping, process documentation, and training coordination to enhance client experience and system integration.
Highest-signal resume keywords
Service DeliveryFinancial ReportingWorkiva PlatformData MappingSQL
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 ReportingRisk ManagementProcess DocumentationData MappingSQLComplex Spreadsheet Formulas
Soft Skills
Clear PresentationCollaborationClient Experience Feedback
Tools & Technologies
Microsoft Office SuiteGoogle WorkspaceWorkiva Platform
Certifications & Qualifications
Comprehensive Security and Privacy Training
Industry Keywords
Service DeliveryFinanceAccountingAuditEnterprise RiskFinancial PlanningAnalyticsReporting Solutions
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Support delivery of contracted services to customers
- Review discovery sessions to understand business needs and requirements
- Replicate standardized solution designs on the Workiva Platform
- Interact with customers and contribute to standardized solution delivery
- Develop knowledge of financial, risk, or operational reporting using the Workiva platform
- Set up and install technical systems, applications, or process designs
- Manage initial access, map and transfer data, create process documentation, and train or coordinate training for client users
- Test and troubleshoot installed systems
- Identify and document technical issues for escalation to product and system integration teams
- Provide client-experience feedback to product and professional services teams
- Collaborate across teams and build internal working relationships
Requirements
What you’ll need- Undergraduate degree or equivalent combination of education and experience in a related field
- An advanced degree may be considered in lieu of professional experience
- 2 years of experience in service delivery, finance, accounting, audit, or a related field
- Knowledge of enterprise risk, financial planning, or analytics and reporting solutions and related technology platforms
- Proficiency with Microsoft Office suite and Google Workspace applications
- Familiarity with complex spreadsheet formulas or SQL is preferred
- Ability to present topics clearly and succinctly
- Willingness to travel up to 25% for team and corporate meetings
- Required to undergo comprehensive security and privacy training tailored to the role
Benefits
Comp & perks- Flexible work arrangements
- Reliable internet access for any period of time working remotely
- Ongoing training
- Reasonable accommodations for applicants with disabilities
