Together to Serve You Better

Solving Accounting, Financial Reporting, and Compliance Teams' Most Daunting Challenges

Workiva Inc. (NYSE: WK) simplifies complex work for thousands of organizations worldwide. Customers trust Workiva’s open, intelligent, and intuitive platform to connect data, documents, and teams. The results: improved efficiency, greater transparency, and less risk. More than 3,000 enterprises across 180 countries, including 75 percent of the Fortune 500® use the Workiva cloud platform to streamline processes, collaborate in real time, build rich reports, and make data-driven decisions across finance, accounting, risk, and compliance operations.

As a certified Workiva Advisory Partner and recipient of the North American Mid-Market Advisory Partner of the Year Award, Clearview Group leverages the Workiva platform and Wdata to address clients’ needs, while reducing risk and saving time.

How We Can Help

We have a team of Workiva certified implementation resources who can help clients automate their most complex reporting needs leveraging the Workiva platform.

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Our subject matter experts ensure that users are fully enabled to use the platform prior to going live and provide ongoing support post-go live. Cheat sheets and step-by-step guides are provided in addition to Workiva provided training and support.

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We’ll bring our content and methodologies to each implementation to ensure the client receives best practices and guidance on how to maximize value of the platform and optimize their current processes.

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Our Workiva experts are day-to-day practitioners, who help our clients optimize and automate their reporting processes. We bring lessons learned and our practical experience to all implementations to maximize the value provided to our clients. Additionally, our team uses the Workiva platform to deliver services to our clients and can provide a user perspective to ensure our clients are fully enabled upon go-live.

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Workiva Partners

  • Scott Freinberg

    Director

    Scott Freinberg is a Director in Clearview’s Advisory Practice, with a focus on Business Transformation, Business Technology Implementations, and Risk Advisory. At Clearview, Scott has continued to service clients in the Risk Advisory space and also assisted clients to transform and automate their compliance and reporting processes through technology. Specifically, Scott has worked closely with Workiva to help clients implement and optimize use of Workiva’s platform to address SOX, Internal Audit, and ERM requirements. Scott has also worked with clients to automate and transform complex, time-consuming and high-risk business processes leveraging Workiva’s solutions.

    Contact Scott
  • Michael Molloy

    Principal

    Michael is a Principal in the Advisory practice at Clearview Group. He is a strategic thinker leading innovation in managing process improvement through digital transformation. As a leader in Clearview’s Advisory practice, Michael oversees teams through complex business transformation engagements. He has more than a decade of experience across IT & Security Operations, Audit, Data Analytics, and Risk Management spanning many industries and organizational sizes. Michael has a Masters of Science in Business Technology Management from Stevenson University as well as several industry certifications.

    Contact Michael

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