Document Specialist - Finance Statement Associate

Job Title - Finance Statement (Document specialist)

Experience - 2 to 4 years

Location - Kolkata

Job Description

• Bachelor's degree or equivalent
• Excellent communication skills (both written and verbal). Minimum C1 Level of English Language required.
• This role is best suited to an individual who has preferably minimum of 1 or more years of relevant experience supporting a fastpaced team and document production experience
• Superior knowledge of MS Office suite (Word and Excel) and Microsoft Office 365
• Associate 2 - 1 year to 3 years of professional experience in Financial Statements related work.
• Ability to work independently or with very little supervision.

Ensuring high standard of quality in deliverables and being proactive and ensuring timely completion of assigned work.

Skills for a Document Specialist (MS Word and MS Excel)

Microsoft Word

• Advanced document formatting and layout
• Creating and modifying templates, styles, and themes
• Headers, footers, page numbering, and section breaks
• Tables, columns, rows
• Table of contents, indexes, captions, and cross-references
• Mail merge, labels, and form letters
• Track Changes, comments, and document comparison
• Proofreading, editing, and document standardization
• Managing large and complex documents
• PDF conversion and print-ready document preparation
• Basic macros

Microsoft Excel

• Accurate data entry and data validation
• Spreadsheet formatting and template creation
• Formulas and functions, including IF, SUMIF, COUNTIF, XLOOKUP, and INDEX/MATCH
• Sorting, filtering, and removing duplicates
• Tables, charts, and PivotTables
• Handling internal links across different worksheet or other workbooks
• Conditional formatting
• Data cleaning
• Workbook and worksheet protection
• Importing and exporting data
• Basic macro knowledge
• Print setup and professional spreadsheet presentation

General Document-Specialist Skills

• Strong attention to detail and accuracy
• Typing and proofreading proficiency
• File organization, naming, and version control
• Document quality assurance
• Ability to follow branding and formatting guidelines
• Time management and ability to meet deadlines
• Written communication and collaboration
• Troubleshooting document-formatting issues