Financial Statement Coordinator

Job Summary

A company is looking for a Financial Statement Processing Coordinator.

Key Responsibilities

• Prepare and format client audit and tax documents according to established procedures
• Proof, edit, and format financial statements and reports for final review and approval
• Manage workflow and prioritize requests using tracking software

Required Qualifications

• Associate or bachelor's degree in business administration, communication, English, or related field preferred
• Previous administrative experience in preparing documents, reports, and presentations required
• Strong technology orientation and proficiency in Microsoft Office Suite
• Experience with processing systems such as CCH Engagement, Caseware, or similar tools preferred
• Ability to work independently and in a team environment, managing multiple tasks effectively