Workiva Jobs in Wisconsin (NOW HIRING)

Position Purpose

The Financial Reporting Analyst II plays a key role in preparing and analyzing external financial statements and supporting regulatory compliance efforts, including Sarbanes-Oxley Act (SOA) 404 documentation and testing. This role supports technical accounting research and ensures compliance with U.S. GAAP and SEC disclosure requirements. The position requires strong analytical capabilities, attention to detail, and the ability to work cross-functionally to support accurate and timely reporting.

Core Responsibilities

Note: This is not an all-inclusive listing

SEC Reporting & Financial Disclosures

• Contribute to the preparation of quarterly and annual SEC filings (Forms 10-Q and 10-K), including footnotes and supporting schedules.
• Assist with internal review processes to ensure accuracy and completeness of disclosures.
• Coordinate with departments to gather required information and ensure proper reporting treatment.

SOA 404 Compliance Support

• Assist with the ongoing maintenance and review of SOA 404 documentation.
• Support testing of internal controls and help identify potential control gaps.
• Document control testing results and follow up on remediation activities with control owners.

Accounting & Technical Research

• Research and summarize U.S. GAAP guidance for standard and moderately complex accounting issues.
• Assist with drafting technical memos under the supervision of senior team members.
• Prepare journal entries, account reconciliations, and workpapers for external reporting and audit support.

Cross-Functional Collaboration & Projects

• Partner with internal stakeholders including accounting, finance, and compliance to support reporting requirements.
• Collaborate on system implementations, policy enhancements, and continuous improvement initiatives.
• Assist in audit coordination by preparing schedules and responding to audit requests.

Behavioral Competencies

• Plans and Aligns - Effectively prioritizes work and resources to achieve organizational goals.
• Manages Complexity - Analyzes and integrates multiple sources of information to solve problems and make decisions.
• Communicates Effectively - Conveys information clearly and persuasively across a variety of audiences.
• Customer Focus - Prioritizes customer needs and delivers solutions that enhance customer experiences.

Skills

• Solid understanding of U.S. GAAP, SEC reporting frameworks, and internal controls.
• Strong problem-solving skills with the ability to interpret and apply accounting guidance.
• Strong written and verbal communication skills.
• Detail-oriented and capable of managing multiple tasks and deadlines.
• Proficient in Microsoft Excel and Word; experience with reporting tools (e.g., Workiva, Oracle, SAP) is a plus.

Education

• Bachelor's degree in Accounting, Finance, or a related field required.
• CPA or progress toward CPA designation preferred.

Experience

• 2-5 years of experience in financial reporting, accounting, or audit.
• Experience with SEC filings and public company reporting strongly preferred.

Work Location

• This hybrid role is based at our Madison, WI headquarters. While three days onsite is the minimum, team collaboration and business needs may require additional in-office presence.

Pre-employment will require satisfactory completion of a background check and drug screen.

We are an AA/EOE employer and consider all qualified candidates without regard to protected status.