System Specialist -Workivia at AFA - Accounting and Financial Advisory

Job Summary: 

• As a Workivia System Specialist, you will be responsible for the administration, configuration, and optimization of the Workivia platform to ensure seamless financial reporting, compliance, and performance management. You will collaborate with various departments to understand their needs and implement solutions within the Workivia system to support those needs.

Key Responsibilities:

System Administration:

• Oversee the day-to-day operation and administration of the Workivia platform.
• Ensure system availability and performance, including troubleshooting and resolving technical issues.

Configuration and Customization:

• Customize the Workivia system to align with the organization's specific requirements.
• Configure templates, workflows, and reports to optimize financial reporting and compliance processes.

User Support and Training:

• Provide training and support to end-users to ensure they can effectively use the Workivia platform.
• Assist users in resolving system-related issues and inquiries.

Integration and Data Management:

• Collaborate with IT teams to integrate Workivia with other systems (e.g., ERP, CRM) to facilitate data exchange.
• Ensure data accuracy and consistency within the Workivia system.

Security and Compliance:

• Implement and maintain security protocols to protect sensitive financial data.
• Ensure compliance with regulatory requirements related to financial reporting and data privacy.

System Upgrades and Enhancements:

• Stay informed about Workivia updates and new features, and plan and execute system upgrades.
• Identify opportunities for system improvements and enhancements.

Documentation:​​​​​​​

• Maintain comprehensive documentation of system configurations, processes, and procedures.
• Develop user guides and training materials as needed.

Performance Monitoring:

• Monitor system performance and generate reports on system usage and key performance indicators.
• Proactively address performance bottlenecks and scalability issues.

Qualifications:

• Bachelor's degree in a relevant field (such as Information Technology, Business Administration, or Finance).
• Prior experience with the Workivia platform or similar financial reporting and compliance software.
• Strong technical skills, including system administration and configuration.
• Excellent problem-solving and analytical abilities.
• Knowledge of financial reporting and compliance standards and regulations.
• Effective communication and interpersonal skills for user support and collaboration.
• Detail-oriented with a commitment to data accuracy and security.