Report Processing Specialist II
Forvis Mazars US, Birmingham, AL, United States
Description & Requirements
Firm Support Services at Forvis Mazars keep the firm running smoothly by delivering essential administrative support. Their work ensures operational efficiency, allowing teams to focus on their core goals. By maintaining a professional, well‑organized environment, they play a key role in advancing the firm’s mission and success.
What You Will Do The Report Processing Specialist I role is responsible for assisting all employees and partners by creating highly detailed documents, proofreading, serving as a gatekeeper during the document approval process and managing workflow with guidance.
The essential duties and responsibilities include, but are not limited to, the items listed below. Other duties may be assigned as necessary.
Knowledge of reporting standards and variances for service lines and industries, applying industry‑specific guidelines and terminology
Type, format, and finalize documents
Consistently apply the firm’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
Report Review
Review reports and deliverables to ensure compliance with the firm’s reporting standards
Proofread documents for accuracy, grammatical correctness, and adherence to the firm’s Stylebook guidelines
Proofread and edit items such as ads, PowerPoint presentations, memos, news releases, manuals, step‑by‑step instructions, technical articles, email content, blog postings, and website content
Perform math checking
Compare to industry or service line‑specific guidance
Rectify errors, inconsistencies, or discrepancies by communicating with the document submitter to clarify information or request corrections
Implement and follow the firm’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 navigate risk management procedures when final reports are near completion
Delivery of Reports
Finalize documents in electronic format such as PDF or Word and properly file/organize them
Print documentation and bind for client delivery
Ship/email documentation to appropriate stakeholders
Other Duties as Assigned
Complete special projects as assigned
Help keep break rooms presentable by making coffee, restocking supplies, and loading/unloading dishwashers as needed
Provide relief for receptionist as needed
Assist with mailroom and shipping duties as needed
Occasionally be available for work outside of typical 8 a.m. to 5 p.m. 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 the firm
Minimum Qualifications
High school diploma or equivalent
Proficient in Microsoft Office Suite
Preferred Qualifications
Associate’s Degree
1+ year of related administrative experience
Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
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What You Will Do The Report Processing Specialist I role is responsible for assisting all employees and partners by creating highly detailed documents, proofreading, serving as a gatekeeper during the document approval process and managing workflow with guidance.
The essential duties and responsibilities include, but are not limited to, the items listed below. Other duties may be assigned as necessary.
Knowledge of reporting standards and variances for service lines and industries, applying industry‑specific guidelines and terminology
Type, format, and finalize documents
Consistently apply the firm’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
Report Review
Review reports and deliverables to ensure compliance with the firm’s reporting standards
Proofread documents for accuracy, grammatical correctness, and adherence to the firm’s Stylebook guidelines
Proofread and edit items such as ads, PowerPoint presentations, memos, news releases, manuals, step‑by‑step instructions, technical articles, email content, blog postings, and website content
Perform math checking
Compare to industry or service line‑specific guidance
Rectify errors, inconsistencies, or discrepancies by communicating with the document submitter to clarify information or request corrections
Implement and follow the firm’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 navigate risk management procedures when final reports are near completion
Delivery of Reports
Finalize documents in electronic format such as PDF or Word and properly file/organize them
Print documentation and bind for client delivery
Ship/email documentation to appropriate stakeholders
Other Duties as Assigned
Complete special projects as assigned
Help keep break rooms presentable by making coffee, restocking supplies, and loading/unloading dishwashers as needed
Provide relief for receptionist as needed
Assist with mailroom and shipping duties as needed
Occasionally be available for work outside of typical 8 a.m. to 5 p.m. 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 the firm
Minimum Qualifications
High school diploma or equivalent
Proficient in Microsoft Office Suite
Preferred Qualifications
Associate’s Degree
1+ year of related administrative experience
Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
#J-18808-Ljbffr