Manager | Finance Automation | Workiva Financial Reporting Lead
Current
Jun 2024 - Present
AeroLeads people directory · profile
David Cox Email & Phone Number
Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead
at
RSM US LLP
1 work email found
@clearsulting.com
4 phones found area 773, 515, and 888
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead
Location
Charlotte Metro, United States, 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 company with 14111 employees, based in Charlotte Metro, United States, 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.
Company email context
Email format at RSM US LLP
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{first}.{last}@clearsulting.com
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AeroLeads found 1 current-domain work email signal for David Cox. Compare company email patterns before reaching out.
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
14 roles
David Cox work experience
A career timeline built from the work history available for this profile.
Director | Workiva Global Statutory Reporting Practice Lead
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..
Aug 2022 - Mar 2024
Solution Engineer
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.
Sep 2021 - Jun 2022
Senior Solution Architect
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.
Apr 2020 - Aug 2021
Solution Architect
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.
Nov 2016 - Apr 2020
Customer Success Manager (Us And Canada)
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.
Aug 2008 - Jul 2018
Language And Culture Consultant
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
- 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
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
Provide online English lessons for business professionals in Europe, South America, and Asia.
Jul 2012 - Sep 2013
Esl Instructor
English Aloud
Teach private online classes to students located in South Korea, China, and the Philippines.
Sep 2011 - Mar 2013
English Teacher
- 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
- 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 →
CP
Chris Phelps
Colleague at Rsm Us Llp
Dallas, Texas, United States, United States
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MT
Mary Theo
Colleague at Rsm Us Llp
Peabody, Massachusetts, United States, United States
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MH
Michelle Hemming
Colleague at Rsm Us Llp
Minneapolis, Minnesota, United States, United States
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CA
Colin Alford
Colleague at Rsm Us Llp
Indianapolis, Indiana, United States, United States
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LG
Lilly Gross
Colleague at Rsm Us Llp
Las Vegas, Nevada, United States, United States
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RN
Richard Nichols
Colleague at Rsm Us Llp
New York, New York, United States, United States
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BM
Brian Marshall
Colleague at Rsm Us Llp
Southport, Connecticut, United States, United States
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ML
Melanie Lowe
Colleague at Rsm Us Llp
Galesburg, Illinois, United States, United States
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NR
Navya Raghu R
Colleague at Rsm Us Llp
Bengaluru, Karnataka, India, India
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ED
Elizabeth Davidson
Colleague at Rsm Us Llp
Greater Chicago Area, United States
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Chris Phelps
Colleague at Rsm Us Llp
Dallas, Texas, United States, United States
View →
MT
Mary Theo
Colleague at Rsm Us Llp
Peabody, Massachusetts, United States, United States
View →
MH
Michelle Hemming
Colleague at Rsm Us Llp
Minneapolis, Minnesota, United States, United States
View →
CA
Colin Alford
Colleague at Rsm Us Llp
Indianapolis, Indiana, United States, United States
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LG
Lilly Gross
Colleague at Rsm Us Llp
Las Vegas, Nevada, United States, United States
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RN
Richard Nichols
Colleague at Rsm Us Llp
New York, New York, United States, United States
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BM
Brian Marshall
Colleague at Rsm Us Llp
Southport, Connecticut, United States, United States
View →
ML
Melanie Lowe
Colleague at Rsm Us Llp
Galesburg, Illinois, United States, United States
View →
NR
Navya Raghu R
Colleague at Rsm Us Llp
Bengaluru, Karnataka, India, India
View →
ED
Elizabeth Davidson
Colleague at Rsm Us Llp
Greater Chicago Area, United States
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2 education records
David Cox education
B.A., Theatre Arts
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, 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 Chris Phelps, Mary Theo, Michelle Hemming, Colin Alford, and Lilly Gross.
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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