Report Processing Specialist

4 weeks ago


Memphis, United States FORVIS Full time

Description & RequirementsThe Report Processing Specialist I role is responsible for providing assistance to all employees and partners of FORVIS by creating highly detailed documents, proofreading, serving as a gatekeeper during the document approval process and managing workflow with guidance. These documents could be but are not limited to proposals, detailed financial reports, engagement letters, master services agreements, work orders, service level agreements, and client consulting projects, etc. This is a highly detailed position that requires strong adherence to quality control standards.How you will contribute:Type, format, and finalize documentsConsistently apply FORVIS's Stylebook and Brand Standards Guide to all reports and deliverablesCreate and modify Word documents using fillable form fieldsCreate and modify PDF documents using fillable form fieldsKeep electronic files of past work in relation to proofreading and editingReview reports and deliverables to ensure compliance with FORVIS reporting standardsProofread documents for accuracy, grammatical correctness and adherence to FORVIS's Stylebook guidelinesItems to proofread and edit include, but aren't limited to, ads, PowerPoint presentations, memos, news releases, manuals and step-by-step instructions, technical articles, email content, blog postings, and website contentReport Review including:Math checkingComparison to industry or service line specific guidanceIf errors, inconsistencies or discrepancies are found in the document, appropriate action will need to be taken to rectify them, this may involve communicating with the document submitter to clarify information or request correctionsImplement and follow FORVIS's quality control policies, including managing release of audit reports only as authorized by firm policyVerify proper approval documentation for all final products and navigates risk management procedures when final reports are near completionFinalize documents in an electronic format such as pdf document or word document and proper filing/organization of those documentsPrint documentation and bind for client deliveryShip/email documentation to appropriate stakeholdersHelp keep break rooms presentable by making coffee, restocking coffee supplies and loading/unloading dishwashers, as well as other tasks, as neededProvide relief for receptionist, as neededAssist with mailroom and shipping duties, as neededAssist with printing projects and assist in the finalization of hard-copy deliverables for practice units and MarketingFacilitate the creation of reporting templates and standards for FORVISWe are looking for people with Forward Vision and:Strong grammar skillsKnowledge of reporting standards and variances for service lines and industries, applying industry-specific guidelines and terminologyAbility to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure, while remaining flexible, proactive, resourceful, and efficient, with a high level of professionalismAbility to maintain confidentialityStrong written communication skillsAttention to detail and strong organizational skills while working under deadlinesPrompt, reliable, and dependablePleasant and approachable demeanor with ability to handle interruptionsWillingness to cross train and work as part of a teamA positive attitude and the ability to work in a team environment as well as independentlyMinimum Qualifications:High school diploma or equivalent0-1 years of related experiencePreferred Qualifications:Associate's degree in a related field1-3 years of related experienceProficiency in Microsoft Word, Excel,Outlook, PowerPoint,and AdobeIntermediate proofreading and editing skills#LI-MEM#LI-MC1#J-18808-Ljbffr

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