Report Processing Specialist

Position: Report Processing Specialist I

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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.

Responsibilities

• Formatting:
  Knowledge of reporting standards and variances for service lines and industries, applying industry-specific guidelines and terminology
• Format, type, 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
• Maintain electronic files of past work related 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
• Items to proofread and edit include ads, PowerPoint presentations, memos, news releases, manuals and step-by-step instructions, technical articles, email content, blog postings, and website content
• Math checking
• Comparison to industry or service line specific guidance
• If errors, inconsistencies, or discrepancies are found, take appropriate action to rectify them (may involve communicating with the document submitter)
• 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 (PDF or Word) and ensure proper filing/organization
• Print documentation and bind for client delivery
• Ship/email documentation to appropriate stakeholders

• Other duties as assigned could include but are not limited to:
  Complete special projects as assigned
• Help keep break rooms presentable by making coffee, restocking supplies, and related tasks as needed
• Provide relief for receptionist, as needed
• Assist with mailroom and shipping duties, as needed
• Occasionally available for work outside of typical 8 a.m. to 5 p.m., as needed
• Assist with printing projects and finalization of hard-copy deliverables for practice units and Marketing
• Facilitates 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

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Other

Industries

• Professional Services

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