IFS - Report Processing Specialist

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