Workiva implementation leader with more than a decade in financial reporting and technology delivery.
I’ve led financial-reporting and governance, risk, and compliance (GRC) implementations inside Workiva and managed a five-person delivery team at Citrin Cooperman. My experience also covers SEC reporting, XBRL, and integration with source systems.
At Lockfield, you work directly with me from scoping through testing and team handoff.
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Based in Des Moines, Iowa.
I’ve worked on both sides of an implementation: inside Workiva and leading delivery in accounting firms. That means understanding the reporting requirements, working through the data and access dependencies, and helping your team run the result.
From quarterly filings to financial-reporting implementations, my work has stayed close to the people preparing and reviewing the numbers.
Manager of Digital Services, Workiva
Managed a five-person Workiva implementation team. Led a connected-reporting project with bidirectional API integration, single sign-on, and an audit trail through go-live and executive sign-off.
Solutions Architect
Led 6–12 concurrent financial-reporting and GRC implementations. Translated customer requirements into designs and test plans, including data connections, access controls, and ERP integration.
SEC Reporting Consultant
Delivered SEC reporting and XBRL services for more than 20 public-company customers each quarter. Managed review cycles and helped reporting teams meet filing deadlines.
Master of Accounting, 2017
B.S. Accounting, 2016
My accounting education informs how I approach source data, financial statements, and the controls behind a reporting process.
Visit my personal websiteI develop Python tools that generate Workiva data links, formulas, and validation checks from source ledgers. I also build and test AI-assisted workflows for checking reports against source records, with human review before client changes.
The same attention to source data and review shapes Lockfield’s AI and automation work and its reporting resources.
The scope depends on your Workiva licensing, permissions, and available interfaces. We check those dependencies before committing to a build.
We connect source data to statements, management reports, and board materials.
We configure risks, controls, evidence requests, testing, and issue follow-up around the people responsible for each step.
Custom solutions cover Wdata models, queries, Chains, and supported system connections.
We set up the styles, page layouts, and review schedule for annual and sustainability reports, in Workiva or alongside your designer’s InDesign files.
We prepare the settings, source data, and review steps that AI-assisted drafting and review depend on, then train your team on its own tasks.
We agree the scope in writing. A paid, fixed-fee Workiva diagnostic gives you findings and recommendations for one report, control process, or data flow. You keep the findings, and any implementation or repair is quoted separately.
Explore workbooks and practical resources, technical guides, and a reporting example to see how connected reporting and review can work. The examples use fictional data.
Contact Lockfield with the report or process you want to improve.