Ramon Hanna, Cpa Email & Phone Number

Denver, Colorado, United States

The Engagement Manager is the face of Workiva to C-suite and executive level sponsors and stakeholders in client organizations to build, maintain and grow the relationship. Primary clients are large enterprises and/or other organizations with complex solution implementations, but may also include non-enterprise clients with less complex implementations. Responsible for matrix leadership of implementation teams to ensure that contract terms are met and client satisfaction is achieved; leads contract renegotiation as necessary. -Builds strong relationships internally to demonstrate the value of engagement management as a business model and client relationship strategy.-Serves as a strategic partner and trusted advisor within Workiva and with the client to understand the client's business needs and act as a liaison between the client and the Workiva team.-Leads the communication between Workiva and client, including presenting technical concepts to diverse groups, developing and communicating engagement delivery strategies and standards to meet client needs.-Partners with Sales, Pre-Sales, Onboarding and other individuals and teams across Workiva to navigate the complexities of client implementations, ensuring that the needs of both Workiva and the client are met.-Identifies gaps and opportunities and provide actionable insights to enhance processes, outcomes and relationships both internally and externally.-Consults internally on establishing, assessing and adjusting implementation project plans/ roadmaps, setting expectations, success criteria and milestones.-Maintains full awareness of all aspects of the client relationship and project to identify and resolve issues and risks, solve problems, clear roadblocks, and manage expectations; leads contract renegotiations as necessary.

Denver, Co

- Provide ongoing mentoring, coaching and feedback to support optimal performance and development of team members- Conduct effective performance reviews - Review team member development to identify and refer members that are ready for promotion- Identify and resolve interpersonal conflicts and resource issues- Monitor Professional Services Managers to ensure that XBRL and accounting knowledge is increasing and repetition errors are decreasing- Deliver regular development opportunities to team members in order to increase and reinforce competence in the Workiva application, industry knowledge and technical and soft skills- Perform full detailed reviews of projects to ensure completion and accuracy- Identifies specific customer service needs and works various teams close service contracts- Implement XBRL mapping plans for complex notes to aid Professional Services Managers in understanding and accuracy of complex tagging- Proactively stay current with industry trends, accounting standards and regulatory requirements, identifying and communicating new items as needed to aid Professional Services Managers in performing tasks efficiently and effectively- Support initiatives that address customer needs, product utilization for both new and existing products and improves department efficiencies to help meet company goals- Collaborate with other internal teams such as Product Development, Sales, Marketing and Knowledge and Education to provide subject matter expertise in customer presentations, the roll out of new products or service offerings, user group trainings and other initiatives to improve the customer experience- Provide feedback to Product Management and Development regarding customers’ emerging or unmet product needs- Enhance department efficiencies and service offerings to maximize the impact and adoption of Workiva software solutions and wdesk

Denver, Co

- Maintain management responsibility for multiple XBRL professional service engagements- Review financial statements to gain an understanding of the accounting policies to map, model, and tag clients statements for XBRL- Respond in a timely fashion to resolve outstanding customer issues and/or inquiries- Manage issue resolution or assist client as appropriate depending on the type of engagement- Provide supervisor and customer with updates and trend information that impact areas of responsibility- Maintain thorough knowledge of taxonomies, SEC regulations, and US GAAP changes- Provide client training on XBRL and Wdesk application- Work closely with Workiva customer support team members

Englewood, Co

- Perform and oversee detailed audits of entities with annual revenues $100K to $1.7B including Morris Animal Foundation, Regional Transportation District (RTD), and the City of Colorado Springs- Taking several audits from start to finish including planning the audit, budgeting the job, managing and reviewing the work of peers and subordinates, and the final delivery of the product.- Clients range from an array of industries including medical, emergency services, religious organizations, charities, professional organizations, and employee benefit plans.- Present industry-relevant information in professional education courses.- Be active in public relations and firm development.- Voted winner of the firm’s monthly “Extra Mile Award” on several occasions.

- Perform audits of high-scale clients such as Novint Technologies, Xyience, and Colorado Production Group in accordance with standards set forth by the PCAOB and the AICPA. Annual revenues of such entities range from $50K to $10M.- Review and ensure that company filings issued to the SEC are presented in accordance with GAAP.- Perform additional accounting services such as income tax services, compilations and quarterly reviews.- Instrumental in the firm’s transition to an electronic workpaper system and authored a section of the firm’s Operation Manual.