Apex Group India | Financial Reporting - Workiva Implementation Specialist

Key responsibilities

• Implement reports in Workiva using client-provided Excel and Word source files.
• Build reports from scratch in Workiva without relying on pre-built templates.
• Handle document formatting, tables, notes, page layouts, headers, footers, cross-references, and linking.
• Ensure client requirements and deadlines are met with high quality standards.
• Perform quality checks and reviews before delivery.
• Train and support team members on Workiva implementation activities.
• Coordinate with internal stakeholders to ensure timely project completion.

Requirements

• Experience importing and implementing Excel and Word files in Workiva.
• Strong Excel and document formatting skills.
• Ability to work independently and manage multiple deadlines.
• Strong communication and problem-solving skills.
• Experience working on Annual Financial Statements (AFS).
• Hands-on experience in Workiva.
• Good attention to detail.
• Experience training or guiding team members.

Apex Group

Set up in 2003 with its first office in Bermuda, Apex Group was founded by Peter Hughes and works for allocators, asset managers, family offices, corporates and financial institutions. Its services include fund administration and middle office work, transfer agency, depositary and custody, corporate and management company services, banking, regulatory and compliance support, and ESG services through its Holtara business. The group's India operation was founded in 2008 and has grown to offices in Bengaluru, Chennai, Hyderabad, Kolkata, Mumbai, Navi Mumbai, Pune and Gandhinagar. In 2021 Apex became one of the first global fund administrators approved to operate in GIFT City, where it now has an office.

Much of Apex's finance work in India is fund accounting for hedge funds, closed-ended funds, private equity and real asset funds, with roles from fund accountant up to supervisor and senior account manager. Other finance roles cover financial reporting from associate to vice president (including Workiva implementation), middle office, corporate accounting, global payments, tax, regulatory services and transfer agency. Postings usually ask for a B.Com, M.Com or MBA (Finance), and many name CA, CMA, CFA, CPA or ACCA; some roles are open to CA or CMA freshers.

• Industry: Financial services for funds and asset managers: fund administration, middle office, transfer agency, depositary, corporate and banking services
• Headquarters: Apex Group Ltd; founded in 2003 in Bermuda, where it opened its first office
• In India: India operation since 2008, with offices in Bengaluru, Chennai, Hyderabad, Kolkata, Mumbai, Navi Mumbai, Pune and Gandhinagar (including GIFT City)