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
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