Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms. They are seeking a Project Support Specialist to assist in various tasks including preparing Excel schedules, developing benchmarking reports, and organizing client correspondence. The role also involves preparing marketing materials and monitoring invoices for the senior living consulting practice area.

Responsibilities

• Assist in the preparation of Excel schedules; including input of specific data points
• Develop and/or maintain Excel-based benchmarking reports
• Create and/or review reports for final presentations including graphics
• Generate system reports and assist staff in preparing deliverable packages for clients
• Organize and maintain a list of clients, tracking tools, and correspondence in CRM system
• Assist in the preparation of proposals and engagement letters to clients
• Research on industry trends and maintain benchmark data for the senior living industry
• Assist in the preparation of marketing materials including industry presentations, white papers, etc
• Monitor and create invoices for senior living consulting practice area
• Other duties as assigned

Skills

• Strong technology-based skillset in Microsoft applications
• Ability to work independently in a non-routine environment
• Attention to detail and sense of urgency
• Demonstrated ability to manage multiple projects at the same time effectively
• Superior oral and written communication skills and a focus on client service, together with the ability to exercise independent judgment, and initiative while maintaining high confidentiality
• Superior data entry and alpha/numeric skills
• Qualified individuals must either reside in Northeast Ohio or be willing to relocate to the area for this opportunity

Education Requirements

• Minimum of an Associate degree in accounting or business-related field

Benefits

• Health, dental, vision, disability and life insurance
• Flexible Time Off
• 401(k) plan
• Flexible benefits plans
• Business-related travel expense, lodging and meal reimbursement for business-related use
• Pension plan
• Discretionary bonus plan

Company Overview