Data Analytics & Management - Team Leader.

Job Title: Workiva Analyst, SrAssc

Position Summary

The Workiva Analyst will support the design, development, implementation, and ongoing enhancement of reporting solutions within Workiva, with a focus on regulatory, statutory, financial, and management reporting processes.

The role will partner with reporting teams, technology, data teams, and other stakeholders to translate business requirements into scalable Workiva solutions. The analyst will be expected to develop hands-on expertise across Workiva reporting, data integration, automation, controls, and workflow capabilities while helping improve the efficiency, accuracy, and governance of reporting processes.

This is primarily an individual contributor role requiring strong analytical, technical, problem-solving, and stakeholder-management skills.

Key Responsibilities

Workiva Solution Development

• Configure, develop, and maintain reporting solutions within Workiva.
• Build and maintain Workiva Documents, Spreadsheets, Presentations, and associated reporting structures.
• Configure links and connected reporting processes to improve consistency and reduce manual intervention.
• Support the development and maintenance of Workiva Chains and automated workflows.
• Translate business and reporting requirements into practical Workiva configurations.
• Identify opportunities to standardize and simplify existing reporting processes.

Data Integration & Automation

• Support data ingestion and integration between Workiva and upstream/downstream systems.
• Develop and maintain automated data flows and transformation processes supporting reporting requirements.
• Investigate data integration or processing failures and coordinate resolution with appropriate teams.
• Identify manual processes suitable for automation and implement sustainable solutions.
• Support reconciliation and validation of data between source systems and Workiva.

Regulatory / Statutory Reporting

• Partner with Regulatory Reporting, Financial Reporting, Finance, and other stakeholders to support reporting deliverables.
• Understand reporting requirements and translate them into system and data requirements.
• Support implementation of new reports and changes resulting from regulatory or business requirements.
• Help ensure appropriate controls, traceability, documentation, and evidence are maintained throughout the reporting process.

Business Analysis & Change Delivery

• Gather, analyze, and document business and functional requirements.
• Perform impact assessments for reporting, data, and system changes.
• Work with business and technology teams through design, development, testing, implementation, and post-production support.
• Develop test scenarios and coordinate or execute UAT.
• Track defects and issues through resolution.
• Maintain functional documentation, process flows, requirements, and operating procedures.

Controls & Data Quality

• Support implementation of controls within Workiva-enabled reporting processes.
• Perform data validation and investigate exceptions, reconciliation differences, and reporting issues.
• Identify root causes and work with relevant teams to implement sustainable remediation.
• Promote appropriate governance, auditability, change control, and documentation.

Stakeholder & User Support

• Serve as a Workiva subject-matter resource for reporting teams.
• Provide day-to-day support and troubleshooting for Workiva users.
• Collaborate with business users to understand pain points and identify opportunities to improve processes.
• Develop user guides, training material, and process documentation.
• Conduct knowledge-sharing and training sessions for users where required.

Required Qualifications

• Bachelor’s degree or equivalent experience in Finance, Accounting, Business, Information Systems, Technology, Data Analytics, or a related discipline.
• Experience with Workiva reporting platform.
• Strong analytical and problem-solving skills.
• Experience gathering and translating business requirements into functional or technical solutions.
• Understanding of financial, regulatory, statutory, or management reporting processes.
• Experience with data analysis, reconciliations, testing, and issue resolution.
• Ability to work effectively with both business and technology stakeholders.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities and deliver within reporting and project deadlines.

Preferred Qualifications

• Experience with APIs, SQL, ETL/data transformation, or similar integration technologies.
• Experience with regulatory or statutory reporting within banking or financial services.
• Familiarity with platforms such as Axiom/AxiomSL, Power BI, or similar reporting/data platforms.
• Experience working in a controlled environment with strong governance, audit, and documentation requirements.
• Experience supporting reporting transformation or automation initiatives.

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

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