Report Processing Specialist

3 weeks ago


Memphis, United States FORVIS Full time
Description & Requirements

The 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 documents
  • Consistently apply FORVIS's Stylebook and Brand Standards Guide to all reports and deliverables
  • Create and modify Word documents using fillable form fields
  • Create and modify PDF documents using fillable form fields
  • Keep electronic files of past work in relation to proofreading and editing
  • Review reports and deliverables to ensure compliance with FORVIS reporting standards
  • Proofread documents for accuracy, grammatical correctness and adherence to FORVIS's Stylebook guidelines
    • Items 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 content
  • Report Review including:
    • Math checking
    • Comparison to industry or service line specific guidance
    • If 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 corrections
  • Implement and follow FORVIS's quality control policies, including managing release of audit reports only as authorized by firm policy
  • Verify proper approval documentation for all final products and navigates risk management procedures when final reports are near completion
  • Finalize documents in an electronic format such as pdf document or word document and proper filing/organization of those documents
  • Print documentation and bind for client delivery
  • Ship/email documentation to appropriate stakeholders
  • Help keep break rooms presentable by making coffee, restocking coffee supplies and loading/unloading dishwashers, as well as other tasks, as needed
  • Provide relief for receptionist, as needed
  • Assist with mailroom and shipping duties, as needed
  • Assist with printing projects and assist in the finalization of hard-copy deliverables for practice units and Marketing
  • Facilitate the creation of reporting templates and standards for FORVIS
We are looking for people with Forward Vision and:
  • Strong grammar skills
  • Knowledge of reporting standards and variances for service lines and industries, applying industry-specific guidelines and terminology
  • Ability 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 professionalism
  • Ability to maintain confidentiality
  • Strong written communication skills
  • Attention to detail and strong organizational skills while working under deadlines
  • Prompt, reliable, and dependable
  • Pleasant and approachable demeanor with ability to handle interruptions
  • Willingness to cross train and work as part of a team
  • A positive attitude and the ability to work in a team environment as well as independently
Minimum Qualifications:
  • High school diploma or equivalent
  • 0-1 years of related experience
Preferred Qualifications:

  • Associate's degree in a related field
  • 1-3 years of related experience
  • Proficiency in Microsoft Word, Excel,Outlook, PowerPoint,and Adobe
  • Intermediate proofreading and editing skills

#LI-MEM

#LI-MC1

  • Memphis, United States Southern Recruiting Solutions, Inc. Full time

    ResponsibilitiesThe Process Control Specialist installs new and upgrades on all DCS applications to include Honeywell.Manage security & network related issues on all computers.Plans for computer system capacity increases and growth.Ensures maintenance of the hardware and software of the DCS's, peripherals and interfaces, Programmable Logic Controllers (PLC),...


  • Memphis, United States Southern Recruiting Solutions, Inc. Full time

    ResponsibilitiesThe Process Control Specialist installs new and upgrades on all DCS applications to include Honeywell.Manage security & network related issues on all computers.Plans for computer system capacity increases and growth.Ensures maintenance of the hardware and software of the DCS's, peripherals and interfaces, Programmable Logic Controllers (PLC),...


  • Memphis, United States Southern Recruiting Solutions, Inc. Full time

    ResponsibilitiesThe Process Control Specialist installs new and upgrades on all DCS applications to include Honeywell.Manage security & network related issues on all computers.Plans for computer system capacity increases and growth.Ensures maintenance of the hardware and software of the DCS's, peripherals and interfaces, Programmable Logic Controllers (PLC),...


  • Memphis, United States Mimeo US Full time

    Outsource Order Processing SpecialistDepartment: Revenue Operations Employment Type: Full Time Location: Memphis, TN Description Manage all aspects of order processing for the purchase and delivery of 3rd party materials to Mimeo Customers. Ensure customer orders are accurate per the purchase agreement. Execute the vendor purchase to ensure quality and...


  • Memphis, United States PrideStaff Full time

    Production and Process Advisor Similar Roles/Titles: Procurement Buyer Direct Marketing Specialist Production Manager The Production and Process Advisor is responsible for partnering to develop, design, and implement strategic solutions and execute direct response efforts generated with production and logistic performance. JOB DUTIES: Works closely with...

  • Program Specialist

    1 month ago


    Memphis, United States Veterans Health Administration Full time

    Summary The position of Program Specialist is in the office of Quality and Patient Safety. In this capacity, the employee participates actively in the operations of Risk Management under the Department of Quality and Patient Safety. The employee must have a high degree of analytical ability and knowledge of quality management, risk management, legal...


  • Memphis, United States THORNDALE PARTNERS Full time

    DETAILS: Business Reporting Analyst COMPENSATION: Competitive Base + Bonus + Benefits on Day 1 This role provides key support to the Division CFO and encompasses a range of tasks, including reporting, business analytics/support, and M&A activities. It requires identifying opportunities, weaknesses, and trends, both globally and locally, and presenting...

  • Price Reporter

    1 week ago


    Memphis, United States Fastmarkets Full time

    Job DescriptionJob DescriptionCompany DescriptionFastmarkets is an independent commodity pricing and information organisation with over 600 staff. We are fuelled by values that bring us all together and are united by a collective passion to make a difference. We are supported by a working model that is based on a hybrid approach that allows each of us to...


  • Memphis, United States First Horizon Bank Full time

    Summary Financial Reporting Manager is responsible for managing the preparation and distribution of periodic financial statements for external use. Ensures that reports, filings and documentation complies with company's regulations, professional standards, and SEC and GAAP reporting guidelines. Key Responsibilities Provide financial and regulatory...


  • Memphis, United States Mimeo US Full time

    Job DescriptionJob DescriptionDescriptionManage all aspects of order processing for the purchase and delivery of 3rd party materials to Mimeo Customers.  Ensure customer orders are accurate per the purchase agreement.   Execute the vendor purchase to ensure quality and timely delivery.  Maintain communications with internal and external stakeholders to...


  • Memphis, United States First Horizon Bank Full time

    Location : On site in Memphis, TN, Birmingham, AL, or Atlanta, GA Summary Financial Reporting Manager is responsible for managing the preparation and distribution of periodic financial statements for external use. Ensures that reports, filings and documentation complies with company's regulations, professional standards, and SEC and GAAP reporting...


  • Memphis, United States First Horizon Bank Full time

    Location: On site in Memphis, TN, Birmingham, AL, or Atlanta, GA Summary Financial Reporting Manager is responsible for managing the preparation and distribution of periodic financial statements for external use. Ensures that reports, filings and documentation complies with company's regulations, professional standards, and SEC and GAAP reporting...


  • Memphis, United States Veterans Health Administration Full time

    Summary The Health System Specialist -Credentialing and Privileging Specialist is assigned to the Medical Staff Office, which is under the Chief of Staff at a VA Medical Center (VAMC) and is responsible for providing administrative and technical direction and support to the credentialing and privileging (C&P) operations. The C&P Specialist is aligned...


  • Memphis, Tennessee, United States MAA Full time

    Job Summary The Senior Financial Reporting Analyst contributes to the preparation, review, and publishing of SEC reporting documents (e. g. ,10-K, 10-Q) for MAA and helps to ensure the overall accuracy of the company's financial statements and accompanying footnote disclosures, accounting records, and accounting processes. Duties and Responsibilities: ...


  • Memphis, United States Baptist Memorial Full time

    Summary Conduct data analysis in support of a variety of analytic solutions. Capture, develop, and document data definitions, business rules, and data quality requirements. Create and produce forecasts, reports, ad hoc requests, dashboards, etc. Interpret data, analyze results, and provide insights to determine operational impact, trends, and opportunities....


  • Memphis, United States AutoZone Full time

    AutoZone is committed to being an equal opportunity employer. We offer opportunities to all job seekers including those individuals with disabilities. If you require a reasonable accommodation to search for a job opening or to apply for a position with AutoZone, please contact us by sending an email to: az.recruiting@autozone.com This email box is monitored...


  • Memphis, United States My Bambu Full time

    Job DescriptionJob DescriptionSalary: Starting: 45,000Virtual Bank Operations SpecialistWhat Is MyBambu?MyBambu is a financial institution delivering the first all-in-one mobile digital banking solution targeting the Hispanic unbanked and underbanked population. The mission of MyBambu is to promote financial inclusion to the unbanked and underbanked by...


  • Memphis, United States SGI Global Full time

    SGI Global is seeking a Data Entry Operation Specialist II responsible for directly providing a wide variety of office operations support to the United States Coast Guard (USCG) Recruiting Command (CGRC). The position is located in Memphis, Tennessee. Data Entry Operation Specialists shall generally perform a standard 40-hour work week, with the core hours...

  • Price Reporter

    4 days ago


    Memphis, United States Fastmarkets Full time

    Fastmarkets is an independent commodity pricing and information organisation with over 600 staff. We are fuelled by values that bring us all together and are united by a collective passion to make a difference. We are supported by a working model that is based on a hybrid approach that allows each of us to balance home and office working while encouraging...

  • Price Reporter

    6 hours ago


    Memphis, United States Fastmarkets Full time

    Fastmarkets is an independent commodity pricing and information organisation with over 600 staff. We are fuelled by values that bring us all together and are united by a collective passion to make a difference. We are supported by a working model that is based on a hybrid approach that allows each of us to balance home and office working while encouraging...