David Cox

David Cox Email and Phone Number

Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead @ RSM US LLP
chicago, illinois, united states
David Cox's Location
Charlotte Metro, United States
David Cox's Contact Details
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.

David Cox's Current Company Details
RSM US LLP

Rsm Us Llp

View
Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead
chicago, illinois, united states
Website:
rsmus.com
Employees:
14111
David Cox Work Experience Details
  • Rsm Us Llp
    Manager | Finance Automation | Workiva Financial Reporting Lead
    Rsm Us Llp Jun 2024 - Present
    Charlotte, North Carolina, United States
  • Clearsulting
    Director | Workiva Global Statutory Reporting Practice Lead
    Clearsulting Aug 2022 - Mar 2024
    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.
  • Spekit
    Solution Engineer
    Spekit Sep 2021 - Jun 2022
    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
  • Workiva
    Senior Solution Architect
    Workiva Apr 2020 - Aug 2021
    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.
  • Workiva
    Solution Architect
    Workiva Nov 2016 - Apr 2020
    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.
  • Workiva
    Customer Success Manager (Us And Canada)
    Workiva Jul 2014 - Oct 2016
    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.
  • Meridian Language
    Founder And Lead Consultant
    Meridian Language Aug 2008 - Jul 2018
    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.
  • Global Lt
    Language And Culture Consultant
    Global Lt Feb 2013 - Jun 2014
    Chicago, Il
    Provide language and cultural training for individuals and families who have been relocated to Chicago from abroad for business purposes.
  • Inlingua Chicago
    Language Consultant
    Inlingua Chicago Sep 2011 - Jun 2014
    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
  • Cartus
    American Language And Culture Consultant
    Cartus Sep 2011 - Jun 2014
    Greater Chicago Area
    Provide language and cultural training for individuals and families who have been relocated to Chicago from abroad for business purposes.
  • World Wide Speaking; Telelangue
    Online Instructor
    World Wide Speaking; Telelangue Jul 2012 - Sep 2013
    En Ligne
    Provide online English lessons for business professionals in Europe, South America, and Asia.
  • English Aloud
    Esl Instructor
    English Aloud Sep 2011 - Mar 2013
    South Korea
    Teach private online classes to students located in South Korea, China, and the Philippines.
  • Ef English First
    English Teacher
    Ef English First Aug 2010 - Jul 2011
    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.
  • Ef English First
    English Teacher
    Ef English First Jun 2009 - May 2010
    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

David Cox Skills

Public Speaking French Microsoft Office Customer Relationship Management Curriculum Design Financial Reporting Account Management Intercultural Communication Leadership Management Wdesk Long Term Customer Relationships Project Management Business Process Improvement Software Project Management Microsoft Excel Customer Service Microsoft Suites Language Teaching Teaching Theatre Editing Translation Social Media Proofreading E Learning Teacher Training Meisner Technique Copy Editing

David Cox Education Details

Frequently Asked Questions about David Cox

What company does David Cox work for?

David Cox works for Rsm Us Llp

What is David Cox's role at the current company?

David Cox's current role is Manager | Finance Automation @ RSM US LLP | Workiva Financial Reporting Lead.

What is David Cox's email address?

David Cox's email address is da****@****iva.com

What is David Cox's direct phone number?

David Cox's direct phone number is +177367*****

What schools did David Cox attend?

David Cox attended University Of Iowa, Lsc Toronto.

What are some of David Cox's interests?

David Cox has interest in Social Services, Children, Civil Rights And Social Action, Education, Arts And Culture.

What skills is David Cox known for?

David Cox has skills like Public Speaking, French, Microsoft Office, Customer Relationship Management, Curriculum Design, Financial Reporting, Account Management, Intercultural Communication, Leadership, Management, Wdesk, Long Term Customer Relationships.

Who are David Cox's colleagues?

David Cox's colleagues are Mekonen Woldesenbet, Nic Willhite, Katelyn Kiel, Ryan Twardowski, Janet Pruden, Patrick Vance, Janalie Stanfield.

Not the David Cox you were looking for?

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    San Diego Metropolitan Area
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    1
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