Financial Reporting - Workiva Implementation Specialist
Theapexgroup Open · verified Oct 16, 2026 At a glance
Mid-level Solutions & Sales Engineering role at Theapexgroup. Pune · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Build Workiva reports from client Excel and Word files, or create them directly without templates
- Match earlier financial statements’ layouts closely, including tables, notes, page design, headers and cross-references
- Check completed reports, fix Workiva formatting problems and deliver work that meets client deadlines
- Help teammates learn Workiva implementation and coordinate with internal groups to keep projects on schedule
What you bring
- Hands-on Workiva experience, including bringing Excel and Word files into the platform
- Strong Excel skills and the ability to format documents carefully
- You can work independently, manage overlapping deadlines and communicate through problems
Who this fits
This mid-level role suits someone who can handle detailed financial report implementation and support teammates. Financial reporting, annual financial statement work, and experience guiding colleagues are preferred.
From the employer
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.
For our business, for clients, and for you
Workiva Implementation Specialist
Key Responsibilities
- Implement reports in Workiva using client-provided Excel and Word source files.
- Build reports from scratch in Workiva without relying on pre-built templates.
- Replicate prior-year financial statements/report formatting with high accuracy.
- Handle document formatting, tables, notes, page layouts, headers, footers, cross-references, and linking.
- Ensure client requirements and deadlines are met with high quality standards.
- Troubleshoot formatting and implementation issues in Workiva.
- Perform quality checks and reviews before delivery.
- Train and support team members on Workiva implementation activities.
- Coordinate with internal stakeholders to ensure timely project completion.
Required Skills
- Hands-on experience in Workiva.
- Experience importing and implementing Excel and Word files in Workiva.
- Strong Excel and document formatting skills.
- Good attention to detail.
- Ability to work independently and manage multiple deadlines.
- Strong communication and problem-solving skills.
Preferred
- Financial Reporting experience.
- Experience working on Annual Financial Statements (AFS).
- Experience training or guiding team members.
Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.
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