Financial Reporting - Format Editor

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We are seeking a diligent and detail-oriented format editor to join our team. The ideal candidate will be responsible for the implementation of edits in client financial statements and subsequent letters and reporting packages associated with those statements. This role involves ensuring the accuracy and compliance of all documentation, managing multiple clients reports weekly, and effectively communicating with audit staff and team members.

Job Responsibilities

• Implement edits in client financial statements and associated letters and reporting packages
• Edit and assemble electronic documents outside of firm software for supplemental documentation
• Integrate client-prepared documents with firm-created documents as needed
• Mitigate risk by enforcing assurance rules and procedures during the editing process
• Assist with financial statement release by ensuring all approvals and compliance forms are completed
• Manage up to 60+ separate client reports weekly and ensure individual deadlines are met
• Work as part of a team while maintaining individual workload with minimal oversight
• Cross-check critical data between documents and applications for accuracy
• Identify and address discrepancies in data
• Maintain quality of work despite new tasks and short turnaround times
• Use footing tools to verify values within financial statements
• Communicate professionally and promptly with audit staff and team members
  
  

Experience

• 1–2 years in financial reporting or compilation
• Strong communication skills
  
  

Qualifications

• Bachelors degree with at least 1 year of relevant experience
• Proficiency in Microsoft Office, especially Word and Excel
• Adobe Acrobat experience preferred
• Detail-oriented and well-organized
• Effective communicator
• Familiarity with AP Style and proofreading is a plus
  
  

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.  

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   

The specific statements above are not intended to be all-inclusive.

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