Document, Data, and Quality Specialist

About the role

Join a high‑performing, privately‑owned firm known for its dynamic culture and national reputation. The Document, Data, and Quality Specialist supports the Revenue and Compliance Advisory team by producing client‑facing materials and ensuring data integrity.

Key responsibilities

• Prepare, edit, format, and finalize reports, proposals, presentations, and related deliverables for clients.
• Review work products for accuracy, consistency, readability, branding, and overall professional quality.
• Clean, validate, organize, and maintain data used in reports and analyses, creating formulas, tables, and pivot tables to improve usability.
• Identify data inconsistencies, document assumptions or limitations, and support continuous‑improvement projects by maintaining organized materials and suggesting workflow enhancements.

Required profile

• 2+ years of administrative, data analysis, or related experience.
• Detail‑oriented work ethic with the ability to prioritize tasks and meet competing deadlines.
• Strong ability to apply business rules, recognize patterns, and document exceptions.

Required skills

• Advanced proficiency in Microsoft Office Suite, especially Word and Excel.
• Experience creating and modifying Excel formulas, tables, pivot tables, and supporting schedules.