Records Specialist Jobs

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The Specialist Lead, Records & Contracts

Deloitte•Dayton, OH
•$72,900 - $134,000

About The Position

The Specialist Lead, Records & Contracts (R&C) applies working knowledge of records principles and records management experience to develop, lead, execute, and monitor complex projects and initiatives. The role supports compliance-focused records processes and management of records-related risks across the Deloitte US firm. It performs advanced data integrity work, oversees records projects with organization-wide impact, supervises project teams, and helps ensure adherence to established records processes and internal and external requirements. The position also leads projects involving records management transformation and cloud-based records system functionality. The Specialist Lead works within Records & Contracts in Deloitte Services LP's Finance & Administration organization. The team supports records and contracts management, compliance, reporting, and risk mitigation activities across the Deloitte US Firm. The position may involve travel averaging 0–30%, depending on the work and clients or industries served. Recruiting for this role ends November 30, 2026.

Requirements

  • Bachelor's degree.
  • At least 3 years of related records management experience, including knowledge of information and records management principles, processes, policies, design, systems or applications, and functions.
  • Advanced Microsoft Office and SharePoint skills.
  • Advanced project management skills.
  • Experience using database software to search, execute queries, and run reports.
  • Ability to travel an average of 0–30%, depending on work and the clients and industries or sectors served.
  • Ability to manage and prioritize multiple projects and deadlines in a fast-paced, dynamic environment.
  • Meticulous attention to detail and quality of work.
  • Ability to work independently and collaboratively, and to troubleshoot and solve problems proactively.
  • Strong organizational, consultative, time-management, and written and verbal communication skills.
  • Strong interpersonal skills and a professional demeanor.
  • Ability to stand for periods of time and lift at least 25 pounds.

Nice To Haves

  • Experience writing SQL queries.
  • Certified Records Manager (CRM) certification.
  • Project Management Professional (PMP) certification.

Responsibilities

  • Drive records management project initiatives, including annual post-retention destruction and onsite projects, delivering results on schedule and within budget.
  • Implement advanced data integrity projects involving research, data analysis, queries, and report generation.
  • Communicate project updates and overviews within R&C and to key stakeholders across the firm.
  • Develop records system requirements based on retention policies and business needs, and track and test requirements from creation through resolution and deployment.
  • Manage project team members to support accuracy, service quality, subject matter expertise, communication, and professionalism.
  • Implement innovative processes and procedures to increase efficiency, improve organization, and enhance services.
  • Escalate issues, risks, and decisions to R&C leadership or other stakeholders as needed and recommend mitigating actions.
  • Foster and manage stakeholder relationships across US businesses, the Office of General Counsel, Risk, ITS, and other relevant groups; serve as a subject matter expert for assigned areas.
  • Provide end-user and customer support, including support for practitioners engaged in records management processes.
  • Monitor established business procedures and oversee the privacy and security of official records.
  • Develop and document project materials and standard operating procedures for assigned processes.
  • Work productively across organizational levels, including with virtual and global business teams and internal clients.
  • Perform other job-related duties as assigned.

Benefits

  • Broad range of employee benefits.
  • Potential eligibility to participate in a discretionary annual incentive program, subject to program rules and applicable factors.
  • Opportunities for professional development, including on-the-job learning, formal development programs, leadership opportunities, and mentorship.

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