Report Processing Specialist I

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.

Formatting

• 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
• 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
• 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 the firm's quality control policies, including managing release of audit reports only as authorized by firm policy
• Verifies proper approval documentation for all final products and navigates risk management procedures when final reports are near completion

Delivery of Reports

• Finalize documents in 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

Other duties as assigned could include but not limited to:

• Complete special projects as assigned
• 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
• Occasionally 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
• 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