Financial Statement Processor

Position Summary :

The Word Processor is responsible for processing document typing / edits submitted from audit / attest engagement teams, and edits identified by Proofreaders, along with keeping overall format in line with standard firm guidelines, for various types of clients, and will work with audit / attest teams across the United States of America.

Ideal individual will have strong typing, word processing and related software skills, preferably with experience working with financial statements for an accounting firm. Individuals should have a high attention to detail, and the ability to quickly transition from one assignment to the next. This individual would ideally be familiar with CaseWare / CaseView. Word Processors must embrace the use of technology, automation and a paperless environment as our firm continues to invest in the quality of our client deliverables along with protecting our clients’ data.

Responsibilities :

• Process document typing / edits submitted from audit / attest engagement teams, and edits identified by Proofreaders, along with keeping overall format in line with standard firm guidelines.
• Collaborate with attest teams, as needed, regarding document clarifications and instructions
• Ensure attest documents are of high quality, meet consistency standards, and utilize spell-check to reduce errors
• Learn and utilize multiple software / technology tools required to keep our daily work, workflow and turnaround time efficient and paperless (i.E., CaseView, Adobe Pro PDF, XCM, DAS / OnPoint, and more).

Participating in a robust quality control process to ensure the format and proper processing of audit reports and financial statements, along with processing / issuance of final reports

Qualifications :

o Microsoft Office Suite (including Teams for Video meetings and training)

o CaseWare / CaseView, DAS / OnPoint, knowledge is a plus

o Adobe Pro (for document comparisons and final issuance)