Report Processing Specialist

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, 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, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2232008

Position Title:

External Description: 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
  

#LI-MEM

#LI-MC1

City: Memphis

State: Tennessee

Community / Marketing Title: Report Processing Specialist

Location_formattedLocationLong: Memphis, Tennessee US

CountryEEOText_Description:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, 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.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.