Financial Statement Processing Coordinator

Job Description

Job Description

AAFCPAs is an innovative and forward-thinking firm with a focus on automation. We have enjoyed primarily organic growth and continue our laser focus on sustained growth as an independent regional firm. We provide best-value assurance, tax, outsourced accounting, business consulting, information technology advisory solutions, and wealth management services to nonprofit organizations, commercial companies, wealthy individuals, and estates. AAFCPAs donates 10% of its net profits annually to nonprofit organizations. We have an active Inclusion & Belonging (IB) committee and have commitment and accountability to these efforts.

AAFCPAs is an independent member of PrimeGlobal, the third largest CPA firm association in the world with 300+ member firms in over 100 countries. This provides our clients with seamless national and global coverage, along with an advantageous pay-as-you-use model.

Job Description

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 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
• 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

Qualifications

• Associate or bachelor’s degree in business administration, communication, English or related field preferred
• Previous administrative experience, preparing documents, reports, and presentations required
• Experience with multiple systems and tools: CCH Engagement, Caseware, XCM, ProFX, SurePrep, or similar processing systems preferred
• 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 technology orientation and proficiency in Microsoft Office Suite
• 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

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

Additional Information

The hourly range for this position reflects a broad set of factors considered in compensation decisions, including—but not limited to—skills, experience, training, certifications, and overall business needs. The stated range has not been adjusted for geographic differentials that may apply based on the position’s location. At AAFCPAs, it is uncommon for an individual to be hired at or near the top of the range, as compensation decisions are based on each candidate’s specific background and circumstances. A reasonable estimate of the current hourly range for this role is $28.00 – $35.00 per hour .

All your information will be kept confidential according to EEO guidelines.

AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. Accommodations are available for applicants with disabilities.