Domain Expert - Financial Reporting(Workiva)

To qualify you must use Workiva regularly - weekly or more - as a working part of your job, with 3+ years of SEC reporting, technical accounting, or internal audit experience.

Workiva knowledge we require

Core (required of all candidates)

• Knows how linked data flows in Workiva: how a source value in a spreadsheet drives every linked figure in the filing, and how to trace a number back to its source

• Knows how to tie out a filing: footing, cross-footing, and agreeing statement and footnote figures to the trial balance and supporting schedules

• Knows how to judge XBRL/iXBRL tagging: standard US GAAP taxonomy element vs. custom extension, period and sign conventions, and dimensions

• Knows how to check disclosure completeness against Reg S-X and S-K requirements, not just whether a section exists

• Knows how review workflow works (tasks, comments, sign-offs, versions) and when a sign-off is stale because the underlying data changed

Specialized depth (strong working knowledge in at least 2–3 of the following)

• 10-K, 10-Q, and 8-K preparation and EDGAR filing

• SOX 404 controls documentation, testing, and deficiency evaluation

• ESG and sustainability reporting (CSRD, ISSB, climate disclosures)

• Earnings releases and board or management reporting

• Rollforwards (equity, debt, PP&E, tax) and their linkage to the face statements

• Workiva administration: permissions, templates, data connections

What you'll do

• Confirm a figure, tag, or disclosure in the filing is correct and traces back to its source, not just that it renders

• Catch broken or stale links, mis-tagged XBRL elements, sign or period errors, and edits made outside the scope of the request

• Judge completeness: when one number changes, are all affected statements, footnotes, and tags updated

• Distinguish "the document validates" from "this would survive SEC review or audit"

• Verify that a request that should be refused (editing a locked section, overriding a signed-off control without support) is refused rather than forced through

Requirements

• Frequent Workiva use - weekly or more - in your current or recent role

• 3+ years of SEC reporting, technical accounting, or SOX/internal audit experience at a public company or audit firm

• Can spot a broken tie-out, a wrong XBRL element, or a missing disclosure on sight

• CPA strongly preferred; Big 4 or public-company reporting background preferred

• Strong working knowledge in at least 2–3 specialized areas above

• Prior data annotation, labeling, or AI evaluation experience is a plus

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

Contract and Payment Terms

• You will be engaged as an independent contractor.
• This is a fully remote role that can be completed on your own schedule.
• Projects can be extended, shortened, or concluded early depending on needs and performance.
• Your work at Mercor will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are weekly on Stripe or Wise based on services rendered.
• Please note: We are unable to support H1-B or STEM OPT candidates at this time.

About Mercor

Mercor partners with leading AI labs and enterprises to train frontier models using human expertise. You will work on projects that focus on training and enhancing AI systems. You will be paid competitively, collaborate with leading researchers, and help shape the next generation of AI systems in your area of expertise.