Share this Job

Title:  XBRL Client Lead -Remote

Job ID:  2692

Rockville, MD, US

Category:  Customer Service

Donnelley Financial Solutions (DFIN) is a leader in risk and compliance solutions, providing insightful technology, industry expertise and data insights to clients across the globe. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter. 


Serve as a subject matter expert to the customer regarding XBRL reporting and the process for creating XBRL formatted financial statements.  Review XBRL data tagging to ensure consistency and accuracy in the financial reporting for the customer. 


Work is typically performed under minimal daily supervision, receiving guidance from manager/supervisor about the work that needs to be completed.  Able to exercise high level of discretion and latitude in completing tasks. 
 Review XBRL document for accuracy, consistency and completeness of data tagging. Manage workflow, communications and timelines for assigned clients on multiple, concurrent projects. 
 Create a customized taxonomy document using a client's recent filing with the SEC as well as the US GAAP Taxonomy.
 Consult with clients as needed to determine and confirm which financial statements map directly to the US GAAP Taxonomy and which financial statements require customized extension elements to create the final XBRL document.  Structure the XBRL taxonomy accordingly.
 Ensure  on time delivery of final approved XBRL financial statements for customer. 
 Apply knowledge of current SEC requirements for evolving XBRL compliance requirements and address client questions related to their specific compliance requirements.


The qualifications below are representative of the knowledge, skills, and/or abilities required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor degree in discipline related to functional work or role with 2-4 years of relevant work experience OR demonstrated ability to meet the job requirements through a comparable number of years of applicable work experience.
• Able to demonstrates ability to solve somewhat more complex problems by analyzing variables and applying appropriate solutions learned through experience and proficiency in understanding the job. 
• Must be able to recognize anomalies and critical situations and respond appropriately.  
• Must be able to communicate and interact with a variety of internal/external customers and/or co-workers at level of detail required to resolve issues of moderate complexity.
• Able to apply strong functional computer knowledge in utilizing Microsoft Windows, or other technical tools in completing assignments.  
• May require knowledge of or ability to quickly learn specialized software to complete work assignments.  
• Able to demonstrate continued expertise in the primary tools or applications used in completing daily work assignments.
• Requires very good communication skills with ability to state messages in a clear manner by using language that is easy for others to understand.
• Must be able to proactively listen to others to understand issues and situations.  
• Must be able to clearly articulate business needs to both internal and external customers.
• Must have solid understanding of and be able to interpret Financial Statements and understand GAAP accounting standards.  Solid understanding of SEC reporting requirements.  CPA or CFA is preferred.  
• Full understanding of XBRL taxonomy and XBRL rules.
• Must be fully proficient with Windows and the Office suite of products.  Experience with text editors such as Notepad ++, and XML. 
• Additional job requirements may be listed on the staffing requisition.

It is the policy of Donnelley Financial Solutions to select, place and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran's status, actual or perceived sexual orientation, genetic information or any other protected status. 

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access as a result of your disability.  You can request a reasonable accommodation by sending an email to #BI-Remote

Nearest Major Market: Washington DC

Job Segment: Developer, XML, Technology