IT, security and GRC
10 Workiva experts
These ten SEC and financial reporting professionals have used Workiva in their own companies' reporting work, as their descriptions of that work show. A reader can learn how in-house reporting teams prepare 10-K and 10-Q filings in Workiva and handle the XBRL tagging that goes with them.
Professionals to explore
01—10Chris Ledford
LinkedInExperience: SEC Reporting Manager · Nobilis Health Corp.
SEC Reporting Manager at Nobilis Health Corp. since 2016, and former SEC Reporting Manager at C&J Energy Services (2014–2016). The profile says this person upgraded Nobilis Health Corp.'s external reporting process from a manual process using Word documents to Workiva, which it describes as collaborative, cloud-based self-filing software.
Crystal Higbee
LinkedInExperience: Administrator of General Ledger Accounting · Keytronic
Former Administrator of General Ledger Accounting at Keytronic (2016–2022); Director of Finance at Advanced Input Systems since 2022. For the Keytronic role, the profile describes assisting with external financial reporting using WDesk and being responsible for iXBRL detail tagging, as well as implementing the Prophix financial report writer.
Elizabeth Arguelles
LinkedInExperience: Senior Manager Financial Reporting · Unisys
Senior Manager Financial Reporting at Unisys since 2021, and former Senior Manager Financial Reporting at MasTec (2019–2021). The profile describes directing interim and annual SEC reporting, including Forms 10-Q, 10-K and 8-K, leading the XBRL reporting process, and developing and maintaining SEC reporting tools, including Workiva.
Kristi M. Boll
LinkedInExperience: External Reporting and Corporate Accounting Manager · Novolex
Former External Reporting and Corporate Accounting Manager at Novolex (2020–2026); Sr. Manager of Financial Reporting & Corporate Accounting at Ansira since 2026. The profile describes owning the external financial reporting process, including the financial statements and footnotes in 10-Qs, 10-Ks, 8-Ks and earnings releases, and filing with the SEC using Workiva's Wdesk.
Lillian Poston-James
LinkedInExperience: Senior SEC Reporting Analyst · Voya Financial
Former Senior SEC Reporting Analyst at Voya Financial (2022–2026) and Lead SEC Reporting Analyst there since 2026. For the senior analyst role, the profile describes automating 10-Q/10-K table footing and crossfooting using Workiva Wdesk, a project it says improved efficiency and saved the team over 15 hours.
Maleeha Khan
LinkedInExperience: Senior Financial Analyst, Financial Reporting & Treasury · Barrick Mining Corporation
Former Senior Financial Analyst, Financial Reporting & Treasury at Barrick Mining Corporation (2023–2024); Finance Manager at Modern Niagara since 2024. For the Barrick role, the profile describes being involved in preparing and reviewing financial statements, notes and MD&A in Workiva, along with the XBRL tagging required for SEC reporting.
Maureen Rivelli
LinkedInExperience: Senior Manager, External Reporting · New Jersey Resources
Former Senior Manager, External Reporting at New Jersey Resources (2006–2026); Sr. Accounting Manager, SEC Reporting at Selective Insurance since 2026. The profile describes managing the preparation of the Form 10-K, Form 10-Q and other related filings using Workiva since 2010, and reviewing the footnote and MD&A disclosures for compliance and accuracy.
Ryan Keys
LinkedInExperience: SEC Reporting Accountant Sr. · Huntington National Bank
SEC Reporting Accountant Sr. at Huntington National Bank since 2026, and former External Reporting Senior Analyst at Aon (2024–2025). The profile describes coordinating and consolidating 10-Q, 10-K and Irish annual report filing deliverables into Workiva Wdesk under accelerated reporting timelines, and performing detailed tie-out reviews.
Sara Poznanski
LinkedInExperience: Sr. Manager, Corporate Accounting · The Specialty Alliance
Sr. Manager, Corporate Accounting at The Specialty Alliance since 2024, and former Financial Reporting Manager there (2022–2024); other former roles include Financial Analyst at CITGO (2018–2022). The profile describes preparing quarterly reports similar to Form 10-Qs and Form 10-Ks for two entities, with the related footnotes and MD&A disclosures, using Workiva/Wdesk.
Varsha Jain
LinkedInExperience: SEC Reporting · Ford Credit
Works in SEC Reporting at Ford Credit (since 2026); former roles there include Finance Receivables Non-Consumer Accounting (2024–2026) and Global Securitization Accounting (2019–2024). The profile says that at Ford Credit this person leads the financial consolidation, balance sheet preparation and filing of 10-Q/10-K disclosures using Workiva, while ensuring compliance with SOX.
Choose the right perspective
If you are moving filings into Workiva for the first time, favor people whose notes describe an upgrade or process change, and for day-to-day filing and tagging questions, favor those who describe preparing filings in Workiva each quarter. Check the dates on each role so that questions about current Workiva features go to someone who has used it recently.
Questions to take into the conversation
- 01What did moving our 10-K and 10-Q process into Workiva involve, and what would you set up differently?
- 02How do you structure linking, tie-outs and reviews in Workiva so late changes don't break the filing?
- 03How do you split XBRL tagging work between your own team and outside help, and what goes wrong most often?
Reaching Workiva experts
How can I contact one of these Workiva experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including Nobilis Health Corp., Keytronic and Unisys, based on profile data retrieved on October 3, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach Workiva experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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