Document, Data, and Quality Specialist

About this role

Document, Data, and Quality Specialist to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. Key responsibilities of this Revenue and Compliance Advisory teammate include: Document Production, Editing & Quality Review Prepare, edit, format, and finalize client-facing reports, proposals, presentations, and related deliverables Review work products for accuracy, consistency, readability, branding, and overall professional quality Excel Production, Data Preparation & Analytical Support Clean, validate, organize, and maintain data used in reports, analyses, and client deliverables Create and modify formulas, tables, pivot tables, and supporting schedules to improve data usability and reporting Identify data inconsistencies, structural issues, and potential errors, documenting assumptions or limitations as needed Other Production, Coordination & Department Support Duties Manage a high-volume workload by prioritizing requests, clarifying incomplete instructions, communicating status, and coordinating with team members to meet competing deadlines Support department projects and continuous improvement by maintaining organized materials, documenting processes, and identifying opportunities to improve templates, workflows, tools, and production consistency REQUIREMENTS 2+ years of administrative, data analysis or related experience Advanced level proficiency in Microsoft Office Suite required, with an emphasis in Word and Excel Ability to apply business rules, identify exceptions, recognize patterns Detail-oriented work ethic with a demonstrated ability to establish priorities and meet deadlines when faced with multiple/competing tasks All your information will be kept confidential according to EEO guidelines.

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