• Own and execute the monthly, quarterly, and annual close process • Ensure all financials are accurate, timely, and complete • Maintain general ledger integrity across multiple entities • Reconcile bank accounts, credit cards, and intercompany transactions

• Support order review and invoicing processes in alignment with ASC 606 for subscription-based revenue • Partner with Sales and Client teams to ensure accurate and timely billing • Own and improve month-end and year-end close processes • Prepare and review journal entries, reconciliations, and supporting schedules • Assist in the preparation of financial statements • Oversee Accounts Payable, Accounts Receivable, and collections processes • Maintain accuracy and integrity of the general ledger • Support tracking and reporting of key SaaS metrics including MRR, ARR, churn, and NRR • Partner with Finance leadership to provide insights that support decision-making • Ensure compliance with US GAAP • Support annual audit processes and external reporting requirements • Assist with tax filings including 1099s and sales tax • Identify opportunities to streamline and automate accounting workflows • Help scale systems and processes to support company growth • Collaborate across departments to ensure timely and accurate financial data • Support a strong culture of accountability and operational excellence

Summary The Senior Revenue Accounting Manager is a strategic leader in Workiva's worldwide revenue recognition process and takes ownership of the implementation of policies and procedures. In this critical role, the Senior Revenue Accounting Manager will partner with the different business partners, playing a critical advisory role during the contracting process to optimize business outcomes while ensuring accurate revenue recognition. What You'll Do - Lead strategic initiatives while ensuring compliance and continuous improvement of the revenue accounting policy under ASC 606 & ASC 340 - Drive implementation and participation in cross-functional projects and system enhancements - Reviews and concludes on complex transactions for appropriate accounting treatment - Cross-functional collaboration with sales operations, product, marketing, legal, corporate accounting, and other business/operational groups to understand and resolve complex and ambiguous issues identified in reviews of business model and revenue arrangements - Partner with IT and Finance Transformation teams and leverage AI-driven tools to deploy automations for high-volume, repeatable tasks such as contract data extraction, billing reconciliation, and data validation between the CRM and ERP - Reviews the Month/Quarter/Year-end accounting close for critical accounting matters, assists with the disclosure analysis, and communicates results to management - Identify and lead initiatives to automate routine revenue accounting tasks, reducing manual intervention and shortening the month-end close cycle for revenue recognition - Evaluate existing manual revenue workflows and redesign them into automated models to support the increasing complexity of new SaaS business models - Collaborate with Internal Audit and External Auditors around key control documentation and evidence compliance requirements - Contributes to team effort by accomplishing other tasks as needed and other projects as assigned - Demonstrates and applies strong accounting knowledge, acumen, and advanced technical expertise - Build and maintain a positive environment to train and develop team members to foster an understanding of broad Revenue Accounting principles, policies, procedures, and systems, with a high level of customer service focus What You'll Need Minimum Qualifications - Bachelor’s degree in the related field - 8 years of revenue accounting or related experience - 3 years of direct people management experience - Public accounting and industry experience - Operational and technical accounting in ASC 606 Preferred Qualifications - CPA certification - Operational and technical accounting in ASC 340 - Salesforce, Xactly, and Intacct experience is highly desired - Prior AI, SQL, and/or Alteryx experience - Experience in a global environment - Ability to interpret contracts and policies to ensure items are implemented accurately - Advanced technical accounting skills and proficiency with financial systems required - Must be able to manage multiple projects, processes, programs, and procedures simultaneously while working under pressure to meet deadlines - Strong leadership skills with the ability to lead, motivate, and drive teams to deliver world-class services and high-impact results - Positive and professional demeanor, excellent verbal and written communication skills, and ability to interact effectively with a variety of team members in various departments and job levels. Travel Requirements & Working Conditions - Ability to travel up to 10% travel for customer meetings and internal events - Reliable internet access for any period of time working remotely and not in a Workiva office How You’ll Be Rewarded ✅ Salary range in the US: $133,000.00 - $214,000.00✅ A discretionary bonus typically paid annually ✅ Restricted Stock Units granted at time of hire ✅ 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-MJ1

Build the Financial Backbone of a Scaling Platform At K1X, we are transforming how tax data moves across the alternative investment ecosystem. What has historically been manual, fragmented, and locked in PDFs is becoming digital, structured, and intelligent. As we continue to scale, we are looking for an Accounting Manager who wants to play a key role in building the financial infrastructure that supports that growth. This is not a maintenance role — this is an opportunity to help shape accounting processes, drive efficiency, and partner cross-functionally in a fast-moving SaaS environment. About K1X K1X is the leading data distribution platform for alternative investments, delivering the first fully digital K-1 experience for institutional investors, funds, and accounting firms. Our mission is to modernize and digitize the K-1 ecosystem through AI-powered technology that replaces outdated, manual workflows. The Opportunity As Accounting Manager, you will be responsible for owning and improving core accounting operations while helping the company scale responsibly and efficiently. You’ll work closely with Finance leadership and partner across teams to ensure accurate reporting, strong controls, and continuous process improvement. What You’ll Do Revenue Recognition and Billing - Support order review and invoicing processes in alignment with ASC 606 for subscription-based revenue - Partner with Sales and Client teams to ensure accurate and timely billing Month-End Close and Financial Reporting - Own and improve month-end and year-end close processes - Prepare and review journal entries, reconciliations, and supporting schedules - Assist in the preparation of financial statements Accounting Operations - Oversee Accounts Payable, Accounts Receivable, and collections processes - Maintain accuracy and integrity of the general ledger SaaS Metrics and Analysis - Support tracking and reporting of key SaaS metrics including MRR, ARR, churn, and NRR - Partner with Finance leadership to provide insights that support decision-making Compliance, Audit and Tax - Ensure compliance with US GAAP - Support annual audit processes and external reporting requirements - Assist with tax filings including 1099s and sales tax Process Improvement and Automation - Identify opportunities to streamline and automate accounting workflows - Help scale systems and processes to support company growth Cross-Functional Partnership - Collaborate across departments to ensure timely and accurate financial data - Support a strong culture of accountability and operational excellence