David Cox
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David Cox Email & Phone Number

Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead at RSM US LLP
Location: Charlotte Metro, United States 14 work roles 2 schools
1 work email found @clearsulting.com 4 phones found area 773, 515, and 888 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email d****@clearsulting.com
Direct phone (773) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead
Location
Charlotte Metro, United States
Company size

Who is David Cox? Overview

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Quick answer

David Cox is listed as Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead at RSM US LLP, a with 14111 employees, based in Charlotte Metro, United States. AeroLeads shows a work email signal at clearsulting.com, phone signal with area code 773, 515, 888, and a matched LinkedIn profile for David Cox.

David Cox previously worked as Manager | Finance Automation | Workiva Financial Reporting Lead at Rsm Us Llp and Director | Workiva Global Statutory Reporting Practice Lead at Clearsulting. David Cox holds B.A., Theatre Arts from University Of Iowa.

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Email format at RSM US LLP

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{first}.{last}@clearsulting.com
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Profile bio

About David Cox

With over a decade of experience in solution engineering and architecture, I am committed to delivering innovative, results-oriented solutions that enable customers to achieve their business goals. As Manager and Workiva Financial Reporting Lead at RSM, I combine my deep expertise in the Workiva cloud platform with strong language and cultural fluency to drive both commercial and delivery excellence across our services.In my role, I provide strategic leadership in resource allocation, client relationship management, and service delivery, consistently focusing on exceeding client expectations and fostering long-term partnerships. I also spearhead learning and development initiatives within our team, ensuring that we stay at the forefront of industry standards and RSM best practices.A key focus of my work has been leading continuous improvement efforts, optimizing processes for internal operations and client engagements to boost efficiency and accuracy. Prior to joining RSM, I led the Workiva Global Statutory Reporting practice at Clearsulting, and prior to that, I served as a Senior Solution Architect at Workiva. In that role, I developed the Global Statutory Reporting Solution and mentored over 20 Associate Architects and Implementation Partners, contributing to the professional growth of future industry leaders.

Listed skills include Public Speaking, French, Microsoft Office, Customer Relationship Management, and 25 others.

Current workplace

David Cox's current company

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RSM US LLP
Rsm Us Llp
Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead
chicago, illinois, united states
Website
Employees
14111
AeroLeads page
14 roles

David Cox work experience

A career timeline built from the work history available for this profile.

Manager | Finance Automation | Workiva Financial Reporting Lead

Current

Charlotte, North Carolina, United States

Jun 2024 - Present

Director | Workiva Global Statutory Reporting Practice Lead

Charlotte, North Carolina, United States

Key Responsibilities: - Oversee commercial aspects and project delivery to ensure excellence in both areas. - Responsible for full customer lifecycle; introduction, scoping, contracting, project delivery, relationship management, and account expansion. - Drive continuous improvement in delivery processes to boost client satisfaction and efficiency. - Champion learning and development, maintaining industry-leading expertise within the team.Professional Expertise: - Proficient with Workiva platform, enhancing global statutory reporting with strong leadership and project management skills. - Committed to operational excellence and team advancement, with a personal yet professional approach to communication and relationship-building.

Aug 2022 - Mar 2024

Solution Engineer

Charlotte, North Carolina, United States

Key Responsibilities:- Collaborate with Commercial Account Executives to develop strategies for new accounts.- Identify potential leads and opportunities aligning with Spekit's offerings.- Craft and fine-tune messaging strategies to resonate with targets.- Translate complex solutions into compelling demonstrations tailored to customer needs.- Work closely with stakeholders to construct solid business cases showcasing solution ROI.- Spearhead weekly deal review sessions to drive continuous improvement and ensure strategic alignment

Sep 2021 - Jun 2022

Senior Solution Architect

Charlotte, North Carolina, United States

As a Senior Solution Architect, I spearheaded the development of the Global Statutory Reporting Solution (GSR) and provided onboarding and mentoring for over 20 Associate/Solution Architects. Additionally, I managed the onboarding of Implementation Partners, including those from the Big 4 firms.In this role, I ensured the achievement of billable utilization targets and project deadlines. I also initiated and executed a pilot program for an internal, Six Sigma-based process improvement initiative.

Apr 2020 - Aug 2021

Solution Architect

Greater Chicago Area

As a Solutions Architect, I led end-to-end implementations for Workiva customers, covering project scoping, Statement of Work creation, deployment, and support of complex reporting solutions for Fortune 500/100/50 companies. Additionally, I served as a founding member and Solution Lead for the Global Statutory Reporting (GSR) Incubator, overseeing the development and launch of the GSR Solution from sales, scoping, contracts, through deployment and hypercare. I also onboarded and led Implementation Partners, including Big 4 firms, on GSR deployments.

Nov 2016 - Apr 2020

Customer Success Manager (Us And Canada)

Greater Chicago Area

Responsible for training and supporting Enterprise-level Fortune 500 and 100 accounts in English, French, and Italian. Additionally, contributed to increasing and expanding platform utilization across various reporting solutions, including SEC/SEDAR, Enterprise Risk Management, and Comprehensive Capital Analysis and Review.

Jul 2014 - Oct 2016

Founder And Lead Consultant

Meridian Language

As a Language Teacher and Business Relocation Consultant, I utilized my multilingual proficiency in English, French, Italian, Spanish, and Brazilian Portuguese to deliver customized language instruction and seamless relocation services to business professionals and their families from Europe and Central America. I collaborated with top-tier relocation firms such as Cartus, Global LT, and Cactus Language Training to ensure smooth transitions for clients, many of whom were associated with Fortune 500 and 100 companies.Key Responsibilities:- Provided personalized language and cultural integration services to facilitate client transitions into new environments.- Managed client relations, scheduling, invoicing, and assessments to maintain a high standard of service.- Utilized extensive language skills to enhance communication and service delivery in multiple languages.- Collaborated effectively with renowned relocation agencies to provide comprehensive support for clients relocating to Chicago.Achievements:- Recognized as a Top 10 associate in the U.S. by Cartus in 2012 for excellence in business relocation and multilingual instruction.Key Contributions:- My multilingual expertise and commitment to client satisfaction significantly improved the relocation experience for numerous professionals and their families, establishing a benchmark for service quality and operational excellence in the industry.

Aug 2008 - Jul 2018

Language And Culture Consultant

Chicago, Il

Provide language and cultural training for individuals and families who have been relocated to Chicago from abroad for business purposes.

Feb 2013 - Jun 2014

Language Consultant

Chicago, Il

- English/French/Italian/Spanish Consultant for adult students- Provide educational services to all ages and abilities (A1-C2)- General, Business, and Specialized language courses- Responsible for client development and retention- Participate in marketing events

Sep 2011 - Jun 2014

American Language And Culture Consultant

Greater Chicago Area

Provide language and cultural training for individuals and families who have been relocated to Chicago from abroad for business purposes.

Sep 2011 - Jun 2014

Online Instructor

En Ligne

Provide online English lessons for business professionals in Europe, South America, and Asia.

Jul 2012 - Sep 2013

Esl Instructor

English Aloud

South Korea

Teach private online classes to students located in South Korea, China, and the Philippines.

Sep 2011 - Mar 2013

English Teacher

Yogyakarta, Indonesia

- Provide educational services to all ages and abilities (A1-C2)- General, Business, and Specialized language courses- Responsible for client development and retention- Participate in marketing events.

Aug 2010 - Jul 2011

English Teacher

Ef English First

Tanggu, Tianjin, China

- Provide educational services to all ages and abilities (A1-C2)- General, Business, and Specialized language courses- Responsible for client development and retention- Participate in marketing events

Jun 2009 - May 2010
Team & coworkers

Colleagues at RSM US LLP

Other employees you can reach at rsmus.com. View company contacts for 14111 employees →

2 education records

David Cox education

Celta, Esl Education

Lsc Toronto
FAQ

Frequently asked questions about David Cox

Quick answers generated from the profile data available on this page.

What company does David Cox work for?

David Cox works for RSM US LLP.

What is David Cox's role at RSM US LLP?

David Cox is listed as Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead at RSM US LLP.

What is David Cox's email address?

AeroLeads has found 1 work email signal at @clearsulting.com for David Cox at RSM US LLP.

What is David Cox's phone number?

AeroLeads has found 4 phone signal(s) with area code 773, 515, 888 for David Cox at RSM US LLP.

Where is David Cox based?

David Cox is based in Charlotte Metro, United States while working with RSM US LLP.

What companies has David Cox worked for?

David Cox has worked for Rsm Us Llp, Clearsulting, Spekit, Workiva, and Meridian Language.

Who are David Cox's colleagues at RSM US LLP?

David Cox's colleagues at RSM US LLP include Karen Anderson, Alexander Bentz, Cindy Macek, Joel H., and Parisha Zinzuwadia.

How can I contact David Cox?

You can use AeroLeads to view verified contact signals for David Cox at RSM US LLP, including work email, phone, and LinkedIn data when available.

What schools did David Cox attend?

David Cox holds B.A., Theatre Arts from University Of Iowa.

What skills is David Cox known for?

David Cox is listed with skills including Public Speaking, French, Microsoft Office, Customer Relationship Management, Curriculum Design, Financial Reporting, Account Management, and Intercultural Communication.

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