Cody Wilson

Cody Wilson Email and Phone Number

Workiva ESG Practice Lead @ VantagePoint @ VantagePoint
Cody Wilson's Location
Spokane-Coeur d'Alene Area, United States, United States
Cody Wilson's Contact Details
About Cody Wilson

At VantagePoint, my role as the Workiva ESG Practice Lead revolves around comprehensive client engagement—from awareness to contract finalization—focusing on ESG strategy and connected reporting. With a solid foundation in ESG and a history of leading complex financial reporting and data management projects, I am committed to driving ESG solution delivery with a global team. Our mission is to empower clients with actionable insights for sustainable growth, leveraging the innovative Workiva platform to transform environmental, social, and governance reporting.

Cody Wilson's Current Company Details
VantagePoint

Vantagepoint

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Workiva ESG Practice Lead @ VantagePoint
Cody Wilson Work Experience Details
  • Vantagepoint
    Workiva Esg Practice Lead
    Vantagepoint Feb 2024 - Present
    London, England, Gb
    • Lead a global team of consultants to deliver the Workiva ESG solution across multiple industries and geographies.• Deeply involved in all aspects of the client lifecycle including building awareness for VantagePoint, Workiva, and the ESG solution, engagement through solution demos and discovery meetings, conversion via proposal creation, SOW refinement, and ultimate contract signatures.• Training and upskilling internal implementation team to deliver the Workiva ESG solution.• Guiding clients on best practices for gathering and calculating Scope 1, 2, and 3 GHG emissions.• Advising clients on data collection best practices and improvements to ensure ESG data accuracy, completeness, and auditability.• Aligning clients ESG metrics to various frameworks (CSRD, GRI, SASB, TCFD) and identifying potential gaps.• Building and improving various internal and external facing ESG reports, dashboards, and presentations.• Integrate external systems of data into Wdata for ESG Program use by building custom Workiva Chains which utilize APIs and prebuilt connectors. • Maintain strong working relationships with existing and potential clients, addressing their needs and concerns, and providing timely solutions to enhance client satisfaction and retention.
  • Vantagepoint
    Senior Consultant
    Vantagepoint Feb 2023 - Feb 2024
    London, England, Gb
    Leader within VantagePoint's North American Workiva practice. Delivering Financial Reporting, ESG, Global Statutory Reporting, Management Reporting, Wdata Integration, and Data Management projects.
  • Workiva
    Esg Emerging Solutions Senior Solutions Architect
    Workiva Apr 2022 - Feb 2023
    Ames, Iowa, Us
    • Leads and advises on the delivery contracted services to customers and partners• Performs and supports other service team members with detailed discovery sessions to understand business needs and requirements• Creates a solution design that achieves outcomes within the Workiva platform• Directly and indirectly interfaces with customers and partners to deliver complex solutions• Maintains and enhances knowledge of financial, risk, or operational reporting using the Workiva platform through a commitment to ongoing training• Successfully guides and mentors peers, assists onboarding of new associates, and leads on-going training efforts• Develops documentation of Workiva platform best practices for use in implementation standardizationPerforms and reviews quality assessment of solution configurations
  • Workiva
    Solutions Architect
    Workiva Oct 2019 - Apr 2022
    Ames, Iowa, Us
    • Leads the delivery of contracted services to customers and partners (Financial, Environmental Social & Governance, and Global Statutory Reporting) • Performs detailed discovery sessions to understand business needs and requirements• Creates a solution design that achieves outcomes within the Workiva platform• Directly interfaces with customers and partners to deliver standardized solutions• Maintains and enhances knowledge of financial, risk, or operational reporting using the Workiva platform through a commitment to ongoing training• Participates in leading and mentoring peers as well as Associates, assisting onboarding as needed and participates in ongoing training efforts.
  • Levadata Inc
    Customer Success Manager
    Levadata Inc Sep 2017 - Sep 2019
    Pleasanton, California, Us
    Levadata is a cognitive sourcing platform used by procurement professionals to gain greater control and insight into their strategic sourcing.•Managed a portfolio of enterprise clients, ensuring high levels of satisfaction and retention.•Led onboarding and training sessions, enabling clients to effectively utilize procurement software solutions.•Developed and executed customer success plans, aligning with clients' procurement goals and business objectives.•Collaborated with product, sales, and support teams to address client needs and enhance the customer experience.•Analyzed customer data and feedback to identify trends, opportunities, and areas for improvement.•Conducted regular check-ins and business reviews with clients to ensure continued value realization and address any concerns.
  • Resilinc Corporation
    Business Development Manager
    Resilinc Corporation Jan 2017 - Aug 2017
    Milpitas, California, Us
    Completed the first strategic partnership agreement in Resilinc history. Establish and maintain relationships with various strategic partners. Demonstrate and explain Resilinc supply chain risk management solution as well as additional services offered by strategic partnersAssess prospect needs, analyze current processes and tools, recommend best practices and tool improvements as part of a business value assessment team
  • Resilinc Corporation
    Customer Success Manager
    Resilinc Corporation Oct 2015 - Aug 2017
    Milpitas, California, Us
    • Work with customers to ensure a speedy time to value on their investment, and ultimately, are successful in reaching their organization’s goal of identifying, prioritizing, and mitigating supply chain risks.• Lead implementations of the Resilinc Solution within customer organizations across different functional groups• Conduct customer focus groups, develop best practices, and deliver training to customer organizations to enhance existing compliance, risk, and crisis programs.• Increase customer visibility into their supply chain by developing strategies to enhance supplier and customer relationships using Resilinc metrics and insights.• Integrate customer feedback into future product enhancements while meeting customer needs with current solutions.
  • Svb Financial Group
    Internal Audit Senior Associate Ii
    Svb Financial Group Jul 2013 - Aug 2015
    Santa Clara, Ca, Us
    Establish testing procedures for IT systems audit using industry standards and best practices.Test and evaluate IT systems and internal controls.Assisting with the planning and execution of annual SOX IT testing.Make recommendations for process improvements.
  • Kpmg Us
    Associate Risk Consulting
    Kpmg Us Sep 2011 - Jul 2013
    New York, Ny, Us
    •Successfully completed a highly competitive summer internship program before being offered a full-time position in the Advisory Practice•Responsible for understanding each client’s unique business and identifying potential risks in their control environment through inquiry of business process owners •Develop and execute testing procedures which determine the effectiveness of a client’s internal controls which impact their financial statements•Specialized training and experience in testing large SAP instances for segregation of duties, security considerations, and operational settings

Cody Wilson Skills

It Audit Microsoft Office Leadership Customer Service Sarbanes Oxley Act Information Technology Internal Controls Microsoft Excel Internal Audit Os X Business Analysis Project Management Team Leadership Accounting Powerpoint Windows Sql Public Speaking Customer Relations Customer Relationship Management Html Access Software As A Service Teamwork Mysql Sap Css Excel Saas Php Ruby On Rails Flavia Mac Os X Resilinc Strategic Sourcing Procurement Data Analysis Small Business Business Process Improvement Start Ups National Accounts Management Consulting Slack Jira Zendesk Scrm

Cody Wilson Education Details

  • The University Of Montana - College Of Business
    The University Of Montana - College Of Business
    Management Information Systems

Frequently Asked Questions about Cody Wilson

What company does Cody Wilson work for?

Cody Wilson works for Vantagepoint

What is Cody Wilson's role at the current company?

Cody Wilson's current role is Workiva ESG Practice Lead @ VantagePoint.

What is Cody Wilson's email address?

Cody Wilson's email address is co****@****iva.com

What is Cody Wilson's direct phone number?

Cody Wilson's direct phone number is +140880*****

What schools did Cody Wilson attend?

Cody Wilson attended The University Of Montana - College Of Business.

What are some of Cody Wilson's interests?

Cody Wilson has interest in Environment, Economic Empowerment.

What skills is Cody Wilson known for?

Cody Wilson has skills like It Audit, Microsoft Office, Leadership, Customer Service, Sarbanes Oxley Act, Information Technology, Internal Controls, Microsoft Excel, Internal Audit, Os X, Business Analysis, Project Management.

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