Financial Statement Processing Coordinator

AAFCPAS INC•Westborough, MA

13d•$25 - $30•Hybrid

About The Position

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

Requirements

Associate or bachelor’s degree in business administration, communication, English or related field preferred
Previous administrative experience, preparing documents, reports, and presentations required
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

Nice To Haves

Experience with multiple systems and tools: CCH Engagement, Caseware, XCM, ProFX, SurePrep, or similar processing systems preferred

Responsibilities

Follow established procedures to prepare and format client audit and tax 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 and/or tax agencies on behalf of clients
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

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