Report Processing Specialist II

Forvis Mazars, LLP
United States, Alabama, Birmingham
800 Shades Creek Parkway (Show on map)
Mar 19, 2026
General information Name Report Processing Specialist II Posting Title Report Processing Specialist II Ref # 2235900 Date Published Wednesday, October 8, 2025 City Birmingham State Alabama Country United States Job Category Internal Firm Services Advertised Location US-AL-Birmingham Working time Full Time Description & Requirements Firm Support Services at Forvis Mazars keep the firm running smoothly by delivering essential administrative support. Their work ensures operational efficiency, allowing teams to focus on their core goals. By maintaining a professional, well-organized environment, they play a key role in advancing the firm's mission and success. What You Will Do: The Report Processing Specialist I role is responsible for assisting all employees and partners by creating highly detailed documents, proofreading, serving as a gatekeeper during the document approval process and managing workflow with guidance. The essential duties and responsibilities include, but are not limited to, the items listed below. Other duties may be assigned as necessary. Formatting Knowledge of reporting standards and variances for service lines and industries, applying industry-specific guidelines and terminology Type, format, and finalize documents Consistently apply the firm'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 Report Review Review reports and deliverables to ensure compliance with the firm's reporting standards Proofread documents for accuracy, grammatical correctness and adherence to the firm'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 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 the firm's quality control policies, including managing release of audit reports only as authorized by firm policy Verifies proper approval documentation for all final products and navigates risk management procedures when final reports are near completion Delivery of Reports Finalize documents in 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 Other duties as assigned could include but not limited to: Complete special projects as assigned 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 Occasionally available for work outside of typical 8 a.m. to 5 p.m., as needed Assist with printing projects and assist in the finalization of hard-copy deliverables for practice units and Marketing Facilitates the creation of reporting templates and standards for the firm Minimum Qualifications: High school diploma or equivalent Proficient in Microsoft Office Suite Preferred Qualifications: Associate's Degree 1+ year of related administrative experience #LI-JACK #LI-KH3 About Forvis Mazars, LLP Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm's 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more. Forvis Mazars, 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 Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates. Forvis Mazars, LLP 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 Mazars, LLP 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 Mazars, LLP. Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.