Document, Data, and Quality Specialist

About the job

• 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