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Deloitte & Workiva

The synergy of Deloitte & Workiva helps improve process and technology enablers in the reporting automation space.

Workiva is a platform created in order to simplify complicated processes and to optimize work in all branches of business and services. 

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Workiva is a global software-as-a-service (SaaS) company that provides a cloud-based platform for connected reporting, risk, and compliance management. It helps organizations simplify complex reporting by connecting data, documents, and teams, enabling automated workflows, enhanced collaboration, and a detailed audit trail. The platform is commonly used for financial reporting (like SEC filings), regulatory compliance (such as SOX), and ESG (environmental, social, and governance) reporting. 

Deloitte and Workiva are global alliance partners. Workiva is offering licensing services and access to the platform, while Deloitte is the implementation partner that supports the Clients in their journey. Deloitte's role is to help businesses leverage the Workiva platform for reporting, compliance, and operational processes and smoothen the implementation journey. The partnership is built on mutual guidance and a focus on delivering business outcomes through services such as data extraction, process transformation, integration, and strategic design. We as Deloitte provide expertise in areas like financial reporting, ESG, SOX compliance, and digital transformation, offering both end-to-end implementation support and managed services to maximize customer value. 
 

There are new reporting regulatory requirements such as the Environmental, Social and Governance (ESG) reporting. Consequently, companies face new challenges in the area of financial reporting and GRC (governance, risk and compliance). It is necessary to find a new solution approach, especially in the field of technology, to be able to meet all reporting requirements and at the same time take new steps towards further process digitalization and optimization.

Landscape of reporting – how Workiva is filling the gap?

  • Case studies - Deloitte and Workiva – global experience

    The Deloitte global team has worked with Workiva across numerous implementation projects in a range of industry sectors. In all cases, the partnership of Deloitte and Workiva has allowed benefits to be realised quickly and driven time and cost efficiencies for clients’ finance teams.

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  • Value for the client:

    · Professional advisory services utilizing automated and connected data management.

    · Improved oversight of ongoing engagements across all offered areas – control of information flow within the company, online documentation and verification of control mechanisms without the need for printouts, saving time.

    ·  A comprehensive solution covering risk management, specific controls, test results, and monitoring of the implementation of recommended actions.

    · Convenient forms of cooperation between external auditors (e.g., employed through co-sourcing) and internal auditors.· A tailored offer to meet the specific needs of each client.

Meet our leader

Damian Zwara

Damian Zwara

Partner Associate

Damian is a partner associate in the Audit & Assurance business of Deloitte in Poland. He is a member of the Association of Chartered Certified Accountants (ACCA). He is also a Polish Certified Statutory Auditor, with over 17 years of experience in audit. While working for Deloitte, Damian has gained experience in providing audit services to companies operating in various industries, including the energy, logistics, technology, media, consumer and industrials and also assurance projects. He has participated in a number of IFRS audits, including group audits where he acted as a senior manager. His major clients include energy, oil and gas and telecom companies as well as public sector entities. He has also experience in workiva implementation projects in various industries in the areas of financial reporting, ESG reporting and GRC. Damian is leading the alliance with Workiva in CE region, covering countries like Poland, Czechia, Slovakia, Romania, Hungary, Croatia, Slovenia, Ukraine and the Baltics.