Financial Statement Processing Coordinator
AAFCPAs is an innovative and forward-thinking firm with a focus on automation. The Financial Statement Processing Coordinator will perform a variety of document processing functions to support the firm and its clients, ensuring quality output and compliance with established procedures.
Responsibilities
- Performs a variety of document processing functions in support of the firm and its clients according to established policies, formats, and practices
- Responsible for formatting, editing, and processing various documents for clients
- Follow established procedures to prepare and format client audit and tax documents
- Review document language and format to ensure quality output following compliance procedures
- Proof, edit and format financial statements and other reports for final review and approval, complete and send to client and/or tax agencies on behalf of clients
- Prepare electronic copies of drafts, as well as printing and collating draft copies for client meetings in a professional format when needed
- Converts documents, when necessary, from multiple formats
- Works independently to manage workflow and volume of requests using our tracking software
- Ability to prioritize work according to the various deadlines
- Work as a team member in the firm’s Internal Client Service department
Skills
- Previous administrative experience, preparing documents, reports, and presentations required
- Build relationships and communicates effectively with team members to ensure accurate and timely delivery of documents
- Demonstrated strong client service orientation
- Exceptional verbal and written communication skills with an emphasis on accuracy in grammar, punctuation, and spelling
- Ability to proofread typed material for grammatical, format and typographical errors
- Proven detail orientation and ability to multi-task in a fast-paced environment
- Strong problem solving and analytical skills, identifying opportunities for efficiencies
- Strong organizational skills, attention to detail
- Should be a people person, should be patient and understanding as there will always be last-minute emergency tasks that come their way should enjoy a fast-paced day during the busier months, experience working with many, many different personalities
- Able to work in a remote environment when needed
- Associate or bachelor's degree in business administration, communication, English or related field preferred
- Experience with multiple systems and tools: CCH Engagement, Caseware, XCM, ProFX, SurePrep, or similar processing systems preferred
Benefits
- Competitive Compensation and Bonus Plan
- Flexible, Work from Anywhere Policy (Westborough and hybrid)
- Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
- Generous and flexible PTO
- On-staff Leadership and Professional Development Coaching and Training
- Complimentary Consultations with AAF Wealth Management Wealth Advisors
- Abundant Learning and Development (CPE) Catalog and Resources
- Peer-driven and Partner-nominated Awards Team Member Referral Incentives
- Full access to AAFCPAs’ Automation Center of Excellence to streamline manual processes
Company Overview
Company H1B Sponsorship