Prepares, edits, formats, and quality-checks client-facing business documents, reports, proposals, and presentations. Cleans, validates, organizes, and analyzes Excel data using formulas, tables, pivot tables, and supporting schedules. Coordinates high-volume requests, prioritizes competing deadlines, documents processes, and supports workflow and template improvements.
PYA is seeking a Business Document and Data Specialist to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. Key responsibilities of this Revenue and Compliance Advisory teammate include:
- Document Production, Editing & Quality Review
- Prepare, edit, format, and finalize client-facing reports, proposals, presentations, and related deliverables
- Review work products for accuracy, consistency, readability, branding, and overall professional quality
- Excel Production, Data Preparation & Analytical Support
- Clean, validate, organize, and maintain data used in reports, analyses, and client deliverables
- Create and modify formulas, tables, pivot tables, and supporting schedules to improve data usability and reporting
- Identify data inconsistencies, structural issues, and potential errors, documenting assumptions or limitations as needed
- Other Production, Coordination & Department Support Duties
- Manage a high-volume workload by prioritizing requests, clarifying incomplete instructions, communicating status, and coordinating with team members to meet competing deadlines
- Support department projects and continuous improvement by maintaining organized materials, documenting processes, and identifying opportunities to improve templates, workflows, tools, and production consistency
REQUIREMENTS
- 3+ years of administrative, paralegal, paraprofessional, data analysis or related experience with a firm or corporation preferred
- Advanced level proficiency in Microsoft Office Suite required, with an emphasis in Word and Excel
- Ability to apply business rules, identify exceptions, recognize patterns, and draw logical conclusions from data
- Detail-oriented work ethic with a demonstrated ability to establish priorities and meet deadlines when faced with multiple/competing tasks
ABOUT PYA
PYA, a leading professional services firm, serves clients across the United States with expertise in consulting, accounting, compliance, and business strategy. With offices in Knoxville, Atlanta, Tampa, Charlotte, Nashville, and Kansas City, PYA is committed to helping clients achieve their goals through innovative solutions and unparalleled service. Learn more about The PYA Way.
WHY JOIN PYA
- Be part of a dynamic and collaborative team that values innovation and excellence
- Work with industry leaders who are committed to professional growth and client success
- Competitive compensation, comprehensive benefits, and opportunities for career advancement
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