Workiva Platform Support Specialist

Reports to: Senior Manager – Emerging Applications Portfolio

The Workiva Platform Support Specialist will provide hands-on configuration, data connectivity, and operational support for Workiva, Aztec’s enterprise reporting platform used to automate financial statement production, regulatory reporting, and investor disclosures.

You will work closely with financial reporting teams, data engineers, and application specialists to ensure Workiva operates efficiently, securely, and in alignment with Aztec’s reporting automation strategy. This role is central to the digital transformation of client reporting processes, ensuring high data quality and governance across reporting workflows.

You will ensure the platform operates in compliance with Aztec’s change management, ISAE 3402, and information security controls, maintaining documentation and audit evidence to support the integrity of Aztec’s financial reporting processes.

Key responsibilities:

Platform Administration & Lifecycle Management

• Configure and maintain Workiva Wdesk/Wdata workspaces, templates, and linked spreadsheets

• Manage access control, permissions, and user onboarding in accordance with information security and ISAE requirements

• Maintain configuration documentation, test evidence, and version logs for all production changes

• Support the controlled deployment of templates and connections through Aztec’s change management and CAB processes

Operational Support & Issue Management

• Resolve user issues and workflow errors in line with defined SLAs and escalation procedures

• Monitor Wdata Chains and integrations with eFront, Databricks, and Excel to ensure data accuracy and stability

• Liaise with Workiva support and internal teams to manage incidents and root cause analysis

Compliance & Continuous Improvement

• Maintain evidence of testing, approvals, and reconciliations for audit and ISAE 3402 reviews

• Participate in quarterly user access reviews and periodic control assessments

• Identify opportunities to enhance process automation and strengthen control efficiency

Reporting Automation & Quality Assurance

• Assist in building and automating financial and regulatory reporting templates

• Ensure cross-referenced content, live data links, and version control processes operate reliably

• Support the rollout of Wdata Chains and other automation features

• Conduct system testing, maintain documentation, and manage UAT cycles

Collaboration & Training

• Work closely with financial reporting, fund accounting, and data teams to streamline reporting cycles

• Provide day-to-day user support and contribute to internal training and knowledge-base materials

• Escalate recurring issues and propose process improvements for continuous enhancement

Skills, Knowledge & Expertise

• 3–5 years’ experience in finance or technology support roles, ideally within fund administration or financial reporting

• Working knowledge of Workiva, and similar reporting platforms such as Vena, BlackLine, or Adaptive

• Strong Excel and data-validation skills, with attention to detail and accuracy

• Understanding of financial statements and fund structures

• Clear communicator, able to support users and collaborate with control functions (Audit, Risk, IT Security)

Desirable

• Experience with Workiva Wdata Chains, SQL, MuleSoft, Alteryx or Power Automate

• Exposure to private-markets systems such as eFront and regulatory reporting automation

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, or Information Systems

• 3+ years’ experience supporting business-critical SaaS platforms

Career Development & Opportunity

This role offers a clear development path to Workiva Platform Owner or Reporting Automation Engineer roles as Aztec expands its reporting automation and analytics capability. You will gain direct exposure to enterprise data platforms, integration patterns, and digital reporting technologies.