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EY Senior Reporting Optimization Financial Accounting & Advisory Services 
India, Maharashtra, Pune 
936668430

22.09.2024




Financial Accounting Advisory Services (FAAS) professionals provides advisory services including Accounting and regulatory support for accounting change and special matters, accounting processes and controls support.

We are looking for an experienced Financial Reporting Optimization professional with functional expertise in one or more Reporting platforms such as Workiva, Axiom, etc. In this role you will apply your Financial Reporting expertise to support and enable our client’s Reporting Optimization needs.


Primary Responsibilities

The Senior – Reporting Optimization will be responsible for the following tasks:

  • Assist in planning Discovery workshops and perform current state assessment of the Reporting Operations
  • Document the existing reporting processes to understand the workflow, data sources, tools used, and manual interventions
  • Identify inefficiencies, redundancies, and areas where automation can be applied
  • Help establish clear objectives for end-state optimized and automated reporting process
  • Assist in developing a solution architecture that outlines how the Reporting Platform will integrate with existing systems and data sources
  • Assist in designing of the Reporting Platform to align with the desired reporting processes, including setting up templates, data connectors, and workflows
  • Design and plan for data integration, ensuring that data from various sources can be aggregated and utilized within the Reporting Platform
  • Create report templates in the client’s Reporting Platform that adhere to the organization’s standards and requirements
  • Implement validation rules and checks to ensure data accuracy and consistency
  • Facilitate UAT sessions to ensure it meets end-user needs and requirements
  • Develop and deliver training programs for end-users to seamlessly transition to the new system


Qualifications, skills, and experience

To qualify, candidates must have:

  • Chartered Accountant (CA), CPA (US), ACCA (UK) or MBA with 2-6 years of relevant experience
  • Knowledge of Finance Reporting including Financial Close reporting, SEC Reporting, iXBRL tagging, ESG Reporting, Tax Reporting, SOX Reporting, other statutory and regulatory reporting
  • Proficiency in tools such as Workiva, Axiom or other user-driven reporting tools
  • Familiarity with Wdesk & Wdata modules within Workiva
  • Knowledge of any ETL tools such as Alteryx preferred
  • Knowledge of Data Integration, Data Transformation and modelling preferred.
  • Proficient in current state analysis (As is), future state analysis (To be), process optimization, data optimization, data analytics, data management



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