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Prepare and format standardized financial documents and Excel templates, ensuring accurate formulas, structured data, consistency, and professional presentation. Conduct quality reviews, manage document libraries and version control, update SOPs, and collaborate with onboarding specialists to finalize client materials. The role requires strong attention to detail, organization, proficiency in Excel and Word, and the ability to work independently amid shifting priorities.

Create and maintain customized XBRL documents for SEC filings, apply US-GAAP concepts, perform XBRL quality assurance, support EDGAR filings, resolve client concerns, and provide accurate confidential service. The role includes software training, client communication, deadline-driven production work, and occasional evening or weekend work during quarterly busy periods.

Create and maintain customized XBRL documents for SEC filings, apply US-GAAP concepts, perform XBRL quality assurance, support EDGAR filings, resolve client concerns, and provide accurate confidential service. The role requires accounting knowledge, strong communication and computer skills, and the ability to work under deadlines. Extensive XBRL training is provided, with occasional evening and weekend work during quarterly busy periods.

Prepare client financial documents for SEC submission by comparing Word files, converting and modifying Word and Excel documents into EDGAR-compliant HTML using proprietary software, and responding to client communications. The role requires strong attention to detail, computer and typing skills, organization, deadline management, and willingness to work additional hours during busy seasons.

Prepare client financial documents for SEC submission by comparing Word files, converting and modifying Word and Excel documents into EDGAR-compliant HTML using proprietary software, responding to client communications, and meeting strict deadlines. The role requires strong computer, typing, communication, organizational, and detail-oriented skills. Training is provided, with occasional overtime and holiday work during busy seasons.