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Workiva

Simplify your reporting with Workiva’s smart, open, intuitive platform that connects your data, documents, and teams.

Unlock Workiva’s full potential. Drive better reporting. Generate valuable insights.

 

Get the most value & ROI out of Workiva

Assess your current setup, find hidden potential, and tailor Workiva to your specific needs. From streamlining workflows to unlocking new features, we'll make sure Workiva delivers maximum returns for your business.

Report timely and accurately

Optimize all reporting workflows and related technologies by revamping your entire reporting process with Workiva. This means faster turnaround times, reliable data, and insights that actually drive business decisions.

Optimize your reporting data

Bad data leads to inaccurate reporting and inefficiency. We prepare and optimize your data and data infrastructure within Workiva and across your enterprise to ensure clean, consistent, and trustworthy information for compliance and decision-making.

Save time and protect your organization

Streamline and automate your controls and audit management processes. Workiva frees your team of tedious tasks, reduces errors, and fortifies your defense against compliance risks.

Workiva has great services.

 

Value proposition 1

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Our people know what you’re going through and are ready to help.

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Our practices and people are not siloed and do not compete.

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Embark x Workiva

Embark lets Workiva users fully optimize reporting for greater efficiencies & ROI:
  • Workiva implementation best practices to maximize cost savings and efficiencies
  • Best-in-class templates and hands-on training from industry leaders
  • Process optimization services along with full execution services
  • Certified experience with the full suite of Workiva products to maximize your ROI and value
  • Dedicated bandwidth from our Workiva power users
  • Full-service data connectivity, from upstream source systems to final deliverables
  • Address key personnel risk by automating workflows and documenting processes within Workiva

Embark’s extensive reporting experience with Workiva

  • External Reporting—SEC & capital markets reporting
  • Internal Reporting—financial, management, board
  • Workiva implementation best practices to continually maximize cost savings and efficiencies
  • Controls & Risk Reporting—SOX, IA, P&P, ERM, ITRC
  • Financial Services Reporting—investments, insurance
  • Global Statutory Reporting
  • Regulatory Reporting
  • ESG Reporting
 

Embark has skilled Workiva advisors

Meet the team

Robby Sundberg, CPA*

Managing Director, Financial Accounting Advisory Services

Robby has over 11 years of finance and accounting experience. At Embark, he has provided technical accounting, reporting, and ESG advisory services to clients across multiple industries. He currently spearheads Embark’s ESG and Sustainability service offering.

Eric Ramirez

Managing Director, Business Transformation

Eric has extensive experience in both Financial Reporting and Business Intelligence, improving business processes and helping management and their teams make better and faster decisions. Eric’s experience ranges from public accounting, public filers, PE backed portcos, and consulting. Eric attended Harding University and resides in Houston. 

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Every single Embarker that I’ve come across has been competent, enthusiastic, passionate, and willing to help in whatever way is necessary—and, frankly, just good people.

Jim Forson, CFO

Amazing supportive attitude supported by deep and broad knowledge and skill. Our requirement is always 1000% fulfilled by the Embark team.

Bruce Suzuki, Managing Director

Related resources

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REPORTING
The Integrated Reporting Roadmap: Insights, Tips, and the Workiva Way
Your company's reporting should tell a story. A chronicle of operational triumphs and challenges that stakeholders, investors, analysts, and the like can use to make informed decisions. But as you know, that gets harder to pull off by the day as regulations evolve, the economy flutters, and competitors flex.
REPORTING
Using Workiva to Streamline Energy Reporting and Accounting
Financial accounting and reporting for energy companies is no picnic. It's complex and ever-changing, and it all happens under the harsh gaze of regulators, stakeholders, and the public at large. And that's not an easy spot to be in.
RISK & CONTROLS
Addressing SOX Compliance Challenges With Workiva
Although SOX compliance hasn't gotten any less complex or dense, the tools companies have available to get and stay compliant have evolved light-years in just the last few years alone.

Tell us what you need help with

Tell us a little about what’s going on and we’ll get back to you in no time. Remember, the more information you give us, the better we can help you so don’t be shy—we don’t bite.
Text with a real person

Every Embark solution starts with a conversation. An experienced consultant is ready to text. Really.